Notes and Attachments

A good practice is to capture notes and attachments against your data.

These can be captured in the right hand Preview Panel of the entity you are viewing.

Extract reports for notes and attachments

Notes Extract

This report extracts all notes recorded against a meter, account, location, group or organization for the selected location, group and/or organization. It also extracts all notes recorded against programs, action plans and actions in the Programs module.

Notes Extract for Records

This report extracts all notes recorded against account Records.

Attachment Summary

This report provides a list of attachments across the Organization from Organization, Group, Location, Account and Meter levels. This report must be scheduled or emailed. It also includes attachments associated with Programs, Action Plans and Actions in the Programs module.

Account Items Attachment Summary

This report provides a list of account item (Record) attachments across the organization. The selected date period relates to either the period over which the account item is valid, or the date when the attachment was uploaded. This report must be scheduled or emailed.