Exporting providers' notes

lucia.gutierrez 1 year ago in Something Else updated 1 year ago 2


Is there a way that we can export the notes from all of our providers? We have tried exporting the providers, but it just gives us a list with very limited information. We would be interested in getting at least the name of the provider, notes, and any feedback that they've received.



Have you tried creating a view with the name, HR notes, notes, evaluation? You should be able to set up a view with all the information you need and export it afterwards as csv file.

Yes, it works. Thanks a lot, Marien :)