Guest Journal Report – looking up notes assigned to an operator

You can also look up notes assigned to an operator from ReportManager > Reports > Guest Reports > Guest Journals. See the follow screen capture.

$C:\Users\Jennifer Roth\Documents\DonationCoder\ScreenshotCaptor\Screenshots\Screenshot - 2013-03-12 , 2_53_20 PM.png$

Use the following lookup options in the Guest Journal Report to view notes:

• Created (date range)

• Due (date range)

• Operators (range)

• Salespoints (range)

• Assigned to operators (range)

• Journal Type (notes, action notes, completed action options)

An example of the generated report is shown in the following screen capture.

$C:\Users\Jennifer Roth\Documents\DonationCoder\ScreenshotCaptor\Screenshots\Screenshot - 2013-03-12 , 2_57_38 PM.png$