Use Notes in Reports
Include notes as part of a custom query if you want to include them in data searches.
- In the top-left corner, click your ministry hub then Realm. Then click .
- Click Select an Attribute, then select Notes under the Profile section.
- Enter your criteria.Tip: Select the action contains if you want to search on a word or phrase within notes. To match using is equal to, you would need to include the exact and full text of the note.
- Click Show Results.