Include Notes in Lead Reports

I've been trying to figure out how to include the Notes that I have in Lead entries into the reports that I generate. Can't figure it out. Please help.

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  • Hey John

    I concur this feature does not appear to exist. Can you please explain how this would benefit you and maybe we can find a different way to achieve your goal.

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  • Hello John,

    Have you tried using our Notes Report located in the Other Reports Folder? Selecting this report will allow you to view all notes. Which you can then drag over the Report Field "Primary Linked Item Type" which then you can filter by "Primary Linked Item Type" > equal to > Leads. 

    Here's a screenshot of how the report can look. 

    Hope this is an option for you!

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