Matrix Support

How Do I Print an Activity Note?

You cannot print out an individual Activity’s Notes…unless you do a screen shot or copy and paste into another program.

You can print out the Activity Report, which includes the Activity Notes that have been entered on each of the Activities.

To Pull Up and Print Out the Activity Report:

1. Click on Reports -> Activities -> Activity Report

2. Set any filters that you would like to use

3. Click on Run

4. Change the time period to suit your needs (the report will regenerate)

5. Click on the Download the Report button to export the report to Excel

Once the report is in Excel, you will be able to print the report and this will include the Notes column.

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