Navigating between multiple records to locate information can be time consuming.
The Notes report allows you to view notes created by any team member without switching between individual records.
This supports compliance reviews, file audits and performance monitoring.
What information can be reported?
The Notes report includes entries such as:
General notes
Appointments
Emails
Compliance notes
Letters
Phone calls
SMS
Voicemail
This provides a centralised overview of communication and activity.
Generate a Notes report
To run the report:
Open the CRM app.
Select Reports from the left-hand menu.
Click Database Activity in the top menu.
Select Notes.
Customise your report filters
You can refine the report using the available filters:
User – Select a specific team member.
Date Range – Choose the reporting period.
Note Type – Filter by note category (e.g. Email, Compliance, Phone Call).
The report will automatically update based on your selections.
View and export results
Highlight an entry to preview the note content.
Right-click on the table to Export to Excel.
Exporting allows you to:
Conduct file reviews
Share activity summaries
Analyse team communication
Best practice tips
Use the Notes report during compliance file reviews.
Filter by user when auditing activity.
Export regularly for record-keeping purposes.
Ensure note entries are clear and professional, as they form part of your audit trail.
Need help?
If you need help generating reports in Mercury Nexus, contact your Partnership Manager or email [email protected].