Reporting on notes

Have you had a chance to try our Collaboration View yet?  This shows all notes, documents, and posts in the project, while maintaining the project hierarchy.

Not sure where the collaboration view is?  I need to generate a report that shows my projects and the associated notes.  For certain meetings (executive teams) they want a paper report showing the latest notes for each project which would provide them a high level overview of current status.

Select a project, and go to Utilities >> Collaboration View. You can also create a customization that will populate the last note you added into a field (called something like Last Note). That will let you easily add the note into any report or view.

Thanks Josh - this is helpful at the project level.  However, I find myself in meetings where I'm updating executives on multiple projects at once.  I need to be able to see "notes" in a Project type listing - if that makes sense?

This type of field can be added at the project level as well where the last of any note in the project will appear at that level.  In a project list you can also add the "# of notes" column into your view to quickly see notes added at the project level.

Unfortunately that is not a helpful field if you have to export the data to a spreadsheet for example.  For instance in the Work Items screen - i'd like to see the last note for each work item displayed and available if I wanted to export to a spreadsheet.  I'd like to be able view from the screen, unfortunately the screen view is very limited in what you can do in terms of sorting and filtering so I often export to spreadsheet for ease of display and use.

I'm not sure what you mean by the screen view being very limited in what you can do in terms of sorting and filtering, I have yet to see a better sorting/filtering system in a SaaS solution for actionable pages.  You can create a custom field that captures the last note for each work item and this would export to Excel.  You can also use the Excel addin to capture notes for each work item and create a pivot table that will let you expand a work item and see all related notes (the Excel addin is an additional fee and it would likely requires professional services to setup this type of report).

The screen view will not allow me to sort by multiple columns - so that's a huge limitation for me.

Where can I go to learn how to add a custom field and populate with Last Note data?  I've spent an hour reading the manual as well as looking for a tutorial - haven't found anything helpful at this point?

You can either hop on an Advanced Q&A forum (http://webinars.clarizen.com) and ask to see how you can create a custom field that will capture the text of the last note, or you can use some professional services time to have us build this out for you.

Exact same issue with our company