You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

GridNotes with Summarization Does Not Respect Periods

Summary:

GridNotes with Summarization Does Not Respect Periods

Content (please ensure you mask any confidential information):

We have notes for level zero accounts and GridNotes with Summarization on parent members. The report has Periods in Prompt. In the screen shot you can see that I do not have any Notes for Jul and Jun (selected via Prompt), however, the function is summarizing Notes that were made for Dec period.

How do I pull back Notes that were made only in Jul and Jun (periods selected via Prompts)?

We are trying to achieve:

Acc1 (Lev0) - user inputs Notes

Acc2 (Lev0) - user inputs Notes

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!