Print Diary Notes

Print Diary Notes

Generating the Diary Notes Report

This guide explains how to generate a detailed "Diary Notes Report" in a spreadsheet format, which can be used for analysis, record-keeping, or auditing purposes.

Before You Begin: Prerequisites

User Permissions: To generate this report, your user profile must be assigned the Print permission for Notes by a System Administrator under Setup > Security > Client > Notes.

How to Generate and Download the Report

Navigate and Set Filters:
- Go to a client's Notes tab and click the Print Diary Notes button.
- On the filter screen, enter the desired Note Date Start and Note Date End, then click Finish.
Download the Spreadsheet:
- You will be taken to the report generation screen. Click on the hyperlink labelled "XLS: Diary Notes Report".
- Your browser will download the report as a spreadsheet file (XLS format).

Working with the Report File

Output Format: The report is a Spreadsheet workbook that can be opened with applications like Microsoft Excel or LibreOffice Calc.
Benefits: Once you have the report open in a spreadsheet program, you can easily sort, filter, and analyze the data to meet your specific business needs.

How to Email the Report

You can email the report directly from the system after generating it.

Prerequisites (Administrator Setup): For this feature to work, your System Administrator must have configured the following:

Your user profile must have a valid email address assigned at Setup > Security > Users.
The Cash Box you are using must be configured with the correct user email atSetup > Branches > Cash Box.

Steps to Email:

After setting your date filters and clicking Finish, you will be on the report generation screen.
Click theEmail Report button. The system will send the spreadsheet report to the pre-configured email address.

Report Content (Columns)

The downloaded spreadsheet will contain the following columns of information:

Column Name	Description
Date	The date that was selected when the diary note was created.
Reason	The short description or title of the note.
Description	The full, detailed content of the note.
Record User	The username of the person who created the note.
Record Date	The exact date on which the note was saved to the system.
Record Time	The exact time at which the note was saved to the system.

Navigation Buttons

On the report generation screen, the following buttons are available:

Back to Filter Option: Click this to return to the previous screen where you set the date range, allowing you to change it and regenerate the report.
Email Report: Click this to send the generated report as an email attachment.

MAXMONEY Developed by MYCOMAX MICROFINANCE SOLUTIONS. Novamesh 18/06/2026