Enhanced Notes Report

A much needed tool that's almost ideal

It's crazy that Salesforce doesn't have a way to make report on Notes. This would seem like a standard feature of any CRM. Either way, this App seems to tackle this problem. I like how the reports are generated. For it to be ideal for my company's use case, we would need to have the option to add some filters (e.g., by date, by account, by account owner, etc.). Right now it looks like it's pulling all the Notes. It would also be nice if it had the option to add some fields from the Accounts or Opportunities Objects to the report (although not required). Great work on this!

can these report be added to the dashboard?

can these report be added to the dashboard?

A much-needed tool to improve useability of Enhanced Notes

First off, this is a tool that appears to be the only one out there currently for turning Enhanced Notes into reports, so I am grateful this exists. It is also actively under continuing development - it originally wasn't working as needed, as the max character length per note was too low, but I messaged the creators and two days later an update was available that solved that issue, which is awesome. There are still some areas that need improvement, specifically the export capabilities which are currently limited to CSV (not ideal for rich-text / imagine-laden notes) but if they can deliver an export capability that looks like the online report, with all formatting, images, etc. then this will be a 5-star app.

Awesome Application!

As a Salesforce user, grappling with note reporting limitations was a hurdle until I discovered Junction Solutions' Enhanced Notes Report app. Now, I can efficiently filter notes, report on rich text content, and enjoy a seamless interface. It's a game-changer, addressing a long-standing frustration in a user-friendly way.

Great

This app makes managing notes easy. Handy features for reporting and viewing notes streamline the workflow.

Lets us make the most of enhanced notes in lightning

Without these reporting features, enhanced notes are useless for storing any retrievable information beyond from the record page itself. The app allowed my sales team to filter on Notes that mentioned key words like "covid" for specific opportunities which they've been asking for for years!