Skip to main content

Case Note Description in My Case Notes Review Report

Updated over a year ago

If you want to search the entire description of multiple case notes for specific keywords, you can do so by running the My Case Notes Review report, and exporting it to Excel.

After exporting to Excel, select the Description column and choose AutoFit Row Height from the Format drop-down on the Home tab. This will open the column of the Description, and show you the case notes in their entirety:

mceclip0.png

Once the description column is expanded, you can add filters to the column titles to narrow down your search; you can also use CTRL+F in order to search for specific keywords.

Did this answer your question?