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Note types


What is the difference between Cell, Sheet, and Report Notes?


Cell Notes

Cell Notes allow users to add a note to a cell on a sheet and save it with that sheet for later viewing. The intent is to provide additional information regarding the value of a cell the user is editing or viewing. These notes can be viewed on a sheet, in cell explorer and on reports.

  • One note per cell where a cell has an account, account split (optional), time, plan and version coordinate.
  • A cell has only one possible note, which is shared between all users. Editing an existing note will change what others have entered.
  • Any user that can edit a cell, can edit the cell note. Any user that can view a cell, can view the cell note.
  • Cell Notes are version specific.
  • Notes are cloned when a version is cloned so long as the “Copy cell, sheet and workflow notes” box is checked in the new version details. The box will initially be checked by default when creating a version.
  • A parent cell's note does not include its children's notes
  • When a note is saved, the details capture who saved it and when the note was edited.
  • Cell notes have the same size limitation as sheet notes, approximately 4,000 characters.
  • When a cell is editable, then the cell note is also editable.
  • Notes can be edited on the Actuals version if the user is currently editing the Actuals version, but not otherwise. This means a user needs privileged actuals access to note actuals periods.
  • When actuals are being displayed overlayed on top of plan numbers (e.g. in green read-only numbers over certain months), notes for those cells in actuals are displayed in the plan sheet, as read-only notes on that cell in plan.
  • For both matrix and model reports, if you wish to display cell notes, this can be achieved by accessing the Report Properties and selecting the option to "Show Cell Notes". The cell note will display as a footnote on the report.

Creating a Cell Note


Entering a Cell Note


How to Determine if a Cell Note is Present


How to Determine Who Created the Cell Note and When


Available Options After a Cell Note has been Created


How to Display Cell Notes in a Report


How to Search for Cell Notes

Go to Sheets > Overview


Click on “Search Cell Notes”


Enter the Search Parameters


Sheet Notes

This feature allows users with editable sheet access to enter free form text notes associated with that sheet.

  • Notes will be unique to a sheet/level
  • Only 1 note per sheet
  • Character length limitation is approx. 4000 characters
  • When a note is added, a date/name stamp will appear.
  • Notes on a sheet can be edited
  • Notes are version specific
  • Notes are cloned when a version is cloned so long as the “Copy cell, sheet and workflow notes” box is checked in the new version details. The box will initially be checked by default when creating a version.
  • Only users with editable sheet access can add or modify notes. User with view only access will be able to view only.
  • Notes cannot be included on reports

Where to Enter Sheet Notes & How to Find out Who Last Updated and When


How to Access all Sheet Notes


Report Notes

Report Notes are text comments added to an HTML view of a matrix report and are associated with either specific lines in the report, or the report as a whole.

  • Report Notes enable users to comment on both individual report line items and on the report as a whole (in-line note versus report note)
  • Report Notes are viewable in exported PDF or Excel versions of a report.
  • Each report note has a maximum length of 1024 characters.
  • Report notes "follow" the annotated report when the report is copied, a snapshot is created or the report is moved.
  • Report notes are report specific. Notes made on one annotated report will not appear on a different report.
  • Report notes are saved automatically as the user creates or edits them.
  • Please note that if the report has not been saved, the "Add Report Note" choice is disabled. To activate the report note options, you must first save the report.
  • Changing Parameters

When you select different report parameter combinations, the underlying definition of the report stays the same. You'll notice that no matter what parameters you select, the report elements remain on their assigned axes. Once a parameter has been changed, however, you will need to save before you can add any report notes. This is expected behavior and should not result in the loss of any report notes because the report definition has not changed.

What it looks like when you are changing parameters




  • Drilling into a Report Element

When you click on an account on your report and drill into it, the report definition changes. If you create a test report and drill into an account, you'll notice that the elements on the axes change. If you save after the report definition changes, any cell notes entered at the previous intersection of data will be lost because the notes do not exist at the new intersection.

 What it looks like when you're drilling into a Report Element


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