How do I add notes to the Dashboard and Interactive Reports?
As shown in the images above, you can place notes anywhere on the screen, so that they pertain to just one item or to multiple items in dashboards or in reports. You can add up to seven notes per dashboard or report, and each note can contain up to 256 characters. You can customize notes using a text editor that features a range of basic styles and functionalities (bold, italic, underline, new paragraph, foreground color, background color, undo/redo).
All admins can add notes or modify notes created by other admins, as long as the admin’s role has full permission to Dashboard Access and Reporting Access. Once posted, the notes automatically display the name of the admin who added or most recently modified the note, as well as the date and time the note was added or last modified.
Note that when you add notes to a dashboard, the notes become attached to that specific dashboard, but not to a specific iteration of that dashboard. For example, if you add notes to the Web Overview dashboard, those notes will not appear in another dashboard (for example, the Security or Web Browsing dashboards). However, if you modify that Web Overview dashboard after adding notes to it (for example, if you edit the widgets in the dashboard or if you change the timeframe), the notes will still appear in the same place.
The notes function in a similar way for interactive reports. The notes you create are attached to a specific report, but not to a specific iteration of the report. For example, if you add notes to the Company Summary Report, those notes do not appear in any other report. However, if you change the timeframe of that Company Summary Report, (for example, from "Current Day" to "Current Week"), the notes will still appear in the same place.
- In the Dashboard or in one of the Interactive Reports (Analytics > Interactive Reports), click Add Notes.
- In the Add Note Description text editor, type in the content for your note. Notes can be up to 256 characters. The text editor features a range of basic styles and functionalities. See image below.
- Click Save, move the note to the appropriate place in the dashboard or report, and click again to post the note. The note will display the name of the admin that created the note, as well as the date and time it was created.
Editing or Deleting Notes
Point your mouse over a note so that the Edit and Delete icons appear, as shown in the image below.
- To edit the note:
- Click the Edit icon.
- Modify the text as applicable
- Click Save.
- To delete the note:
- Click the Delete icon.