Reports > Company Management > Company Notes Report
Search and Report on Company Notes, based on Keyword, Company Name, Operator, and Date Entered criteria
Keyword – Narrow search results by entering a keyword.
Search for Company – Narrow search results by searching for a company and selecting the correct one from the drop down. Results will be for all companies if this option is not used.
Select an Operator – Narrow search results by operator. See only actions and notes that are associated with the User Name that is selected from the drop down. Results will show for all users when ‘—All—‘is shown here (note – this is the default setting).
Date Entered – use the calendar tools to select the start and end dates to narrow search results to only notes and actions that were made during that time period.
Results are grouped by company in alphabetical order, then the notes are sorted by date.
Company Notes – The content of the note. The system automatically adds notes for actions on the floor plan, and public site that affect the company information.
Date Entered – Date and time the note was added.
Operator – The operator that created the note. Self-Registered will show anytime a public site action created a note [example – an exhibitor reserves a booth using Online Booth Reservation].