Create a Report on Notes #inSalesforce

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Create a Report on Notes

 

Reports tab  > New Report > Select File and Content Report (report type) > click Continue.
Filter - File Type equals SNOTE (This is to ensure that the report only includes Notes).

Add columns as per need like -
  • File Name
  • Published Date
  • Created By
  • Last Revised Date
  • Last Revised By
  • File Type

Save and Run.


Note:

  • You can only report on Notes that are owned by you or directly shared with you
  • Notes you have access to but are not owned by you or directly shared with you will not appear on reports

 

For all considerations, please visit the reference link



Reference: https://help.salesforce.com/s/articleView?id=000383957&type=1

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