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KB30112: How to use the Notes feature in MicroStrategy Web 9.4.1 and above?


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How to use the Notes feature in MicroStrategy Web 9.4.1 and above?

The Notes pane displays the notes or comments added to the document and allows users to add their own notes. Use this area to communicate with other users about the document. The notes can include details about the document, information on how it was created, reasons to use it, queries about the data displayed, a back-and-forth conversation about designing the document, or anything useful to the users of the document. The document cache is not invalidated when notes are added or modified.
 
The Notes pane contains:

  • A display of all the notes that have been added to the document. Users must have the
    "View Notes" privilege to see any notes that have been added to the document.
  • A text field to type new notes. Click Submit to add the new note. Users must have the "Add Notes" privilege to add new notes, but they do not need write access control on the document.
    • The Submit button becomes available once text is inputed.

Users that have the "Edit Notes" privilege can edit notes as described below:

  • Click Edit. The text field for new notes closes, and all the existing notes become active.
  • Type over the existing text or add new text.
  • Click OK. The text field for new notes opens.

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The comments written get saved when saving the report or document for which they are written and can be viewed by other users who have access to that report or document.
The 'Notes' section can be accessed from the view menu, the object browser window, and the toolbar section on the top.
 
 For more information, refer to Report Services Document Creation Guide.


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Knowledge Article

Published:

May 25, 2017

Last Updated:

May 25, 2017