How to track how often someone is tagged in updates or makes updates | Community
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mdeancherry
Level 3
December 3, 2024
Question

How to track how often someone is tagged in updates or makes updates

  • December 3, 2024
  • 1 reply
  • 808 views

I'd like to make a report that shows all the updates a particular person was tagged in for the last 3 months (or prompts for time and person). Also, I'd like to make a report that shows all the updates a particular person made in the last 3 months. All the posts I've seen about this are older and mention "note reports", which I don't see as an option when I go to make a new report.

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    1 reply

    Kurt_Jones
    Community Advisor
    Kurt_JonesCommunity Advisor
    Community Advisor
    December 3, 2024

    mdeancherry,

    You're correct, a Note report is the way to gather this data and has the fields you're looking for where you can filter by timeframes and owner of the note.  If you don't see choices to create new reports under the Reporting icon its possible your admin has restricted your access to be able to create reports; you may only have ability to view reports already created and you may need to connect with them for access.

    M
    mdeancherryAuthor
    Level 3
    December 3, 2024

    Kurt,

    Thanks for the reply. I am the admin, and I make project, task, etc. reports as needed. But when I go to the New Reports dropdown, I only have options for project, task, hour, request, and user reports. I don't see "Notes" as an option...and never mind, there is a scroll bar so there are more options and they include "Note". Oops.

    So, I've never made a Notes report before. How would I make a report to list a persons updates made over the last quarter? Or list the updates they were tagged in over that time period? I'm not familiar with what "note" is, as an object - is it just a synonym for update or is it something more?

     

    M
    mdeancherryAuthor
    Level 3
    December 3, 2024

    I figured it out. For anyone else doing this for the first time, use "owner ID" to get the person who posted the update, not "user ID". Not sure what User ID refers to but it didn't pull anything.

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