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Notes Report



The Notes Report displays the stored Public notes with their descriptions and details recorded in the notes such as 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.

Types of Notes:
  • Single Date displays the text of the note, the single date and the name of the user that created the note
  • Date Range displays the text of the note, the date range and the name of the user that created the note
  • Fixed displays the text of the note with no dates.
Notes can be entered one at a time or bulk imported from Campaign > Toolkit > Notes screen. To learn more on how to add a note, read the documentation.


Notes Report

Reports & Tools > Custom Suite > Notes
 

Screenshots of Reports

 
Single Date Note
The report displays the description of the Public notes, the date the note was assigned to (single date), and the name of the user that created the note. 

Notes Report Single Date


Date Range Note
The report displays the descriptions of the Public notes, the date range and the name of the user that created the note.Notes Report Date Range


Fixed Note
The report displays the description of the Public fixed note and the name of the user that created the note.Notes Report Fixed

Report Options

 
Select a custom Date Range

Date:

Select:

  • Report Dates from the Report Options calendar tool
Select Rank Tracker Dashboard General Settings

Display:

  • Custom Report Title: (optional) enter a Title to display centered at the top of your report. This title will also display on your white label PDF reports; both in the bookmarked links and at the top of the report.

Display (toggles):

  • Show Colors
  • Show Dates
  • Show Users
  • Show Keywords (if any set)
Select Rank Tracker Dashboard General Settings

Filters :

Note Type:

  • Single Date
  • Date Range
  • Fixed
Select Rank Tracker Dashboard General Settings

Campaign:

  • Select Industry - to have all campaign in the assigned industry selected
  • Select Profile - to have all campaigns in the assigned profile selected
  • Checkmark only a specific campaign or "Account-Wide" to display the notes that are set to be account-wide. Click "All" for all campaigns or "None" to unselect all.
Select Rank Tracker Dashboard General Settings

Users:

  • Checkmark the specific user whose notes to display. Select "All" for all users or "None" to unselect all.
Select Rank Tracker Dashboard General Settings

Save:

  • Click Apply Changes button

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