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Export Account Notes Report

抖阴Cloud Portal 鈫� 4-Dot Menu 鈫� Suite Catering 鈫� Accounts 鈫� Account Notes Report

To export the account notes report:

  1. Navigate to the Suite Catering Account Notes Report area.

  2. From the upper-right of the Account Notes Report List, select Select.

  3. From the Event Type Selector popup, select desired events.

    • If necessary, enter keywords in the search box and select the search icon to find desired events.

  4. From the lower-right of the Event Type Selector popup, select Submit.

    • Alternatively, select Cancel.

  5. From the Suite column in the Account Notes Report List, select the checkbox to the left of each suite.

  6. From the Actions dropdown in the upper-left of the Account Notes Report List, select Export to PDF, Export to PDF Ignoring Empty Selections, or Export to Excel.

    • The Export to PDF Ignoring Empty Selections indicates that if the select suite does not contain any notes, this record is not exported.

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