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Simplifying Data Document Reports

Notes' internal handling of various fields such as rich text items may make it difficult for you to get a simple report for documents. The following procedure can help.

To configure a simple data document report

  1. From the Report window, click the CD Records tab.
  2. Click the CD Records container type in the left list box to display all of its CD Records in the right list box.
  3. Click Hide All to clear any selections for CD Records. Selections for other container types are not affected.
  4. Select the following CD records from the CD Records container:
    • Text
    • Field
    • Keyword
    • Ext Field
    • Ext2 Field


Keep in mind that the custom CD Filter selections you make are not saved. You must re-customize CD Filter the next time you create a report with Delta.