How To Generate Report Notes?
Steps to generate and save report notes are as follows:
From the Configuration
Step 1: Access Widget Options
Click on 'Options' on the widget.
Step 2: Select the Edit Option
Select 'Edit' to modify the widget settings.
Step 3: Open Config Settings
Click on 'Edit Config'.
Step 4: Advanced Settings
Choose 'Advanced Setting' from the dropdown menu.
Step 5: Modify the Prompt
A default prompt will be displayed. Modify it according to your needs.
Step 6: Preview and Save
Click 'Save Preview' to see a preview of the notes.
If it meets your requirements, click on 'Save Widget' to finalize the changes.
These steps will guide you in effectively creating and managing your report notes both directly from the reports section and through the widget configuration settings.