Notes Diagnostic Report

Show expandable text

Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

The Notes Diagnostic Report provides information on the status of selected review notes. The report lists the notes for the current engagement and all folders and workpapers within the current engagement.

Choose File > Diagnostic Reports > Notes.

Special information

  • Staff members can filter the notes in order to show only those notes the staff member wishes to see. The report can be filtered by selected folders/workpapers, originator of the note, workpapers assigned to a specific staff, or current status of the note.
  • The Notes listview pane displays workpaper, folder, and engagement notes, along with the following information:
  • Report heading (includes the client name, engagement name, and the date and time the Notes Report was generated)
  • Subject of the note
  • Originator of the note
  • Date and time the note was created
  • Current status of the note

Top of page

Fields & buttons

Top of page

Was this article helpful?

Thank you for the feedback!