Skip to main content
Documentation
Documentation
Adaptive Planning
Last Updated: 2023-06-23
Add Line Notes to Reports

Add Line Notes to Reports

  • Matrix report.
  • Save the report.
  • Security:
    Access Reports
     permission.
You can add line notes to matrix report rows to comment on the data. Line notes attach to the associated levels of the data. If the report:
  • Doesn't have levels in the columns or rows, your note attaches to the highest level you can access. Others can review the note when they have access to your level or higher.
  • Has levels in the columns or rows, your note attaches to all the levels you can see on the report. Others who have access to any one of the levels, can review the note.
  • Has levels in the parameter, your note attaches to the level you select from the parameter prompt. To review the note, others must have access to the level you selected and they must also select the same level from the parameter prompt.
  1. Go to
    Reports
     and run a matrix report.
  2. Click the row to which you want to add the line note.
    The row must enable drilling. Drilling rows have blue text.
    Click the last column of the row before the data starts.
  3. Select
    Add Line Note
    .
    A disabled
    Add Line Note
     means you must first save the report.
  4. Add your note and click
    OK
    .
The note displays in the report with your name, the date, time, and levels on the report that you can access. How the note displays depends on the display settings for the notes.
To add a line note to the first row, click
Assets
, which is the column right before the data:
Versions
Levels
Accounts
Jan 21
Feb 21
Mar 21
2021 Budget
Sales
Assets
100
500
300
Net Income
200
250
75
G&A
Assets
120
230
210
Net Income
320
380
85
2020 Actuals
Sales
Assets
460
170
600
G&A
Net Assets
410
360
180
Because the line note is for the Sales level, only people with access to Sales can review the note.