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KB42675: How to export notes from reports and documents in MicroStrategy Web.


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How to export notes from reports and documents in MicroStrategy Web.

Users have the ability to create notes, as described in tech note KB30112: New Feature in MicroStrategy 9.0: Notes. Follow these instructions to export the notes to different formats.
 
ACTION
For reports:
In the Strategy Tutorial Project,

  • Folder browse to the report.
  • Use the "export" link or button to export the report.
  • On the "Export Options" page, click "Edit custom settings".
  • Use the header or footer sections of the exported report, and activate the area by left clicking in the appropriate text box.
  • Using the dropdown "Insert Auto-text..." select "Report Notes". This adds the dynamic parameter {&NOTES} as shown below:
ka04W000000uG9jQAE_0EM4400000026o1.png
  • Click "Apply".
  • Choose the desired export format, and then click "Export".
  • The notes will be displayed either above or below the report contents depending on the selection made earlier, as shown below:
    For documents:
ka04W000000uG9jQAE_0EM4400000026o3.png
    • Go to design or editable mode for the document.
    • Left click on the area of the document where the notes should appear.
    • On the top ribbon bar, click Insert > Autotext and choose Notes.
    • Notice that a textbox with the dynamic parameter {&NOTES} has appeared in the section.
    • Place this text box where desired.
    • Export this document to any format, and notice that the document notes appear where the auto-text was placed, as shown below:
       
ka04W000000uG9jQAE_0EM4400000026o6.png

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Knowledge Article

Published:

May 25, 2017

Last Updated:

May 25, 2017