The Customer Note Report shows notes your team has recorded against customer profiles, including when they were added, edited or removed. You can export the report as a CSV, XLS, or XML file.

The report includes each note’s date added, date edited, customer name, note type, and note template.

View and export Customer Notes data 

1. In the left navigation menu, go to Reports.
2. Scroll down and select Customer Notes Report.
3. Choose your date range.
4. Click View report to load the report.
5. Click the filter button to narrow results if needed.
6. Select your preferred file format — CSV or Excel— and export the report.