Cube: Note

Use this cube to extract client and employee notes. You can add information from these dimensions to your report:

Branch, Branch rollback, Client, Client Name, Employee, Employee Creation Name, Employee Name, Employee Update Name.

Cube Fields

• Note Type: note types configured in Schedules>Global Settings>Note Types and selected when creating the note. 
• Client/Employee Note: either Client Note or Employee Note
• Note Content
• Client Coordinator Note Content: value is True if a client coordinator note, False if not
• Client Note Creation Year
• Client Note Creation Month
• Client Note Creation Day

Measures

• Client Distinct Count
• Employee Distinct Count
• Note Count