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.
- 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
- Client Distinct Count
- Employee Distinct Count
- Note Count
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