Commentary Group

Reports in the commentary report group provide details on data attachments, also known as comments, are added to the currently selected workflow either at the cell level or to an entire data unit within a workflow. Reports show attachments by account within the workflow.

Commentary Group Report Filters

Entity

The name of the entity for which you want to view commentary. Select an entity from the list or leave blank to include all entities within the currently selected workflow.

Account

A named account within the currently selected workflow. Select an account from the list or leave blank to include all accounts within the currently selected workflow.

Attachment Type

Select a specific attachment type or commentary within the currently selected workflow or select (All) to include all attachment types in the report.