Employee notes
To view the employee notes, follow these steps.
Click Reports, then click HR.
Click Employee/Reports, then click Profiles.
Select the notes checkbox.
Add the relevant filters.
Click the export icon.
Service user notes
Click Reports, then click Service User.
Click Service User/Reports, then click Profiles.
Select the Notes checkbox.
Add the relevant filters.
Click the export icon.
Service location profile report
You can run a profile report for service locations to view details such as branch and area history, requirements, and notes.
Click Reports, then click Service User.
Click Service User/Reports, then click Profiles.
Select the relevant profile options.
Add the relevant filters.
Click the export icon.
⚠️ Important: If a service location has a termination date in the past, it will not appear in the service location dropdown even if you change the status filter to Terminating or All. This is a known issue. To report for a terminating service location, raise a case via the Access Digital Assistant.
⚠️ Important: The Branch and Area location history section only appears in the report when running for all service locations. If you run the report for a single service location, the location history section will not show. This is a known issue currently being resolved.