A new notes report has been created to allow you to search for constituent notes over a time period based on date, note type (Class Note, Awards/Scholarships, Obituaries, etc), note author (mostly GAIL users), and the note source (CRM or via the Web).

**Side note: this report was designed specifically with Alumni, Georgia Magazine, and Records in mind, but it could be useful to other users as well.”

Here’s what you do:

Click into the “Analysis” functional area and choose “Constituent reports”.

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Once there you’ll select the “Constituent note report”.

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A criteria screen will appear – enter the criteria details and click “View Report”. The results display and will look similar to the image shown below.

constituent_note_report