Documentation > Tools > Reporting Tools

Notes

The Notes feature allows you to enter descriptions and details about steps you've taken on a specific date or date range to improve SEO, events that might affect SEO, or anything you'd like to help jog your memory or highlight your efforts for your team members or clients to see. It's simple to use, only a few clicks and your reports and graphs can be enhanced with data you've entered.

What's the difference between note types?

Notes (Single Date) displays text for a single date on a graph hover or in reports that support this feature
Notes (Date Range) displays text across a date range on a graph or in reports that support this feature

Notes can be entered one at a time or bulk imported.

Add a Note

Open Tools > Notes:

Click the Tools tab
Select Notes.
Click the +Add button in the upper right section of the Notes screen.

Add a Note:

Select Type: Single Date or Date Range
Select the Campaign it refers to or All Campaigns.
If the item applies to a specific keyword, then check the Keyword box and select the keyword from the list.
Select a Color you'd like displayed in your reports & graphs for this Note.
Choose a date or date range from the calendar.
Enter your Description.
Click the Save button.

Bulk Import Notes

Prepare the Notes import file

Download the Notes sample file and enter in the:

start_date field: in YYYY-MM-DD format, the date you want the note displayed in reports and graphs.
end_date field (optional): this is only for multiple day notes (i.e., date range) and must be entered in YYYY-MM-DD format
campaign field: this must be exactly as it is entered in the General Settings Campaign Name field. To display the note for:

more than one campaign, enter them in the same field with only a comma between them (no spaces), like this: Amazon,Apple,Samsung
all campaigns in the account, enter all_campaigns

keyword field (optional): this is to apply a note to a specific keyword in the campaign
color field: the default color is a bright green, color number #71ca30. You may enter any Hex color number in this field (refer to the HTML Color Picker for assistance with color numbers)
description field: the note contents

Save the file.

Bulk Upload Notes

Click the Choose File button, locate the file on your computer and click the Upload button.

Edit a Note

Open the Tools > Notes screen

Click the Edit (pencil) button corresponding to the Note.

View Notes in Reports and Graphs

View Notes in Report

In the Report Options > Notes, slide the selector to the right to show the type of Notes you want displayed in the report or graph (it will display as blue), and click the report options Apply Changes button at the bottom of the sidebar.

In the report, hover over the colored bar to view the Note content.

View Notes in Graph

Enable the display of Notes in the graph options (sidebar), and hover over the colored bar area of the graph to see the Note description.

Review or Edit a Note in a Report or Graph

Click colored bar in a report or colored area in a graph to open the Note, edit and save.

Export Notes

Backup Your Notes

You can make a backup copy of your Notes using the Export option below the table. This exports all notes that apply to the Campaign and Type filter selected at the top of the screen. Click the Export button and save the CSV file to your computer.

Example of Notes Export

Delete Notes

Remove Notes from your account

Notes can be deleted from your account by checking the individual items and clicking the Delete button.

Deleted Notes Can NOT be Recovered

Because deleting notes causes all data to be lost, we highly recommend that you export and save notes before deletion.

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