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View profile reports for service user and employee notes

In this article, we explain how to view profile reports for service user and employee notes.

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Written by Lucy Robbie
Updated over a month ago

Employee notes

To view the employee notes, follow these steps.

  1. Click Reports, then click HR.

  2. Click Employee/Reports, then click Profiles.

  3. Select the notes checkbox.

  4. Add the relevant filters.

  5. Click the export icon.


Service user notes

  1. Click Reports, then click Service User.

  2. Click Service User/Reports, then click Profiles.

  3. Select the Notes checkbox.

  4. Add the relevant filters.

  5. Click the export icon.

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