Officer Notes Report in PICSWeb

Owned by Joe Robson (Unlicensed)
May 31, 2022
3 min read

The Officer Notes Report produces a list of Notes attached to Officer Records that meet the specified criteria.

Report Options

The following customisation options are available:

  • Note Report Type – Here you can choose which date is used in the note to determine whether it is included in the report or not.

    • Choosing Created between dates will use the date that the note was created in PICSWeb.

    • Choosing Modified between dates will use the date that the note was last edited.

    • Choosing All will include all notes that are attached to included officers.

  • Notes From and To – Here you can specify the date range that will determine which notes are included in the report. You can either choose a Fixed Date and choose the relevant dates from the calendar date selector, or choose one of the relative values such as Today, Start of Week, Start of Month or others. If you choose a relative value, it is possible to add a positive or negative Offset value, which will adjust the date by the specified number of weeks. For example, choosing End of Week with a +1 Weeks Offset value will run the report from the end of the next week.

  • Report Type – This controls which date is used in the officer record to determine whether notes linked to that officer will be included.

    • Choosing Created between dates will include any officers whose Created date falls within the date range. 

    • Choosing Started between dates will include any officers whose Start Date falls within the date range.

    • Choosing DBS between dates will include any officers whose DBS date falls within the date range.

    • Choosing Last modified between dates will include any officers who were last edited within the date range.

    • Choosing All will include all officers.

  • From and To – Here you can specify the date range that will determine which officers will have their notes included in the report. You can either choose a Fixed Date and choose the relevant dates from the calendar date selector, or choose one of the relative values such as Today, Start of Week, Start of Month or others. If you choose a relative value, it is possible to add a positive or negative Offset value, which will adjust the date by the specified number of weeks. For example, choosing End of Week with a +1 Weeks Offset value will run the report from the end of the next week.

  • Roles – Here you can restrict the report to officers with specific roles. Choosing a role from the drop-down menu will add it to the field. You can add multiple roles to the field and remove any added ones by selecting the X icon.

  • Tags – Here you can restrict the report to officers with specific Tags. Choosing a tag from the drop-down menu will add it to the field. You can add multiple tags to the field and remove any added ones by selecting the X icon. The following tag options are available:

    • Any – This will restrict the report to officers that have at least one of the specified tags.

    • All – This will restrict the report to officers that have every specified tag.

    • None – This will restrict the report to officers that do not have any of the specified tags.

  • Sites – Here you can restrict the report to officers linked to specific Sites. You can add multiple sites to the field and remove any added ones by selecting the X icon.

  • Status – Here you can restrict the report to officers with specific system statuses. You can add multiple statuses to the field and remove any added ones by selecting the X icon.

Report Output

The officer notes report consists of a single sheet listing all matching note records. Along with the note text and relevant officer details, any Optional Fields chosen when building the report will be included as additional columns.