A good practice is to capture notes and attachments to against your data. To do this you can navigate to one of the many grids in Envizi in the Manage menu under the Organization section.

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.

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.

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.