Create a Saved Search which pulls the last User Notes found on an Event Record

To create a saved search to pull the last user note entered on an Event record, follow the steps below:

1. Navigate to Reports >Saved Searches > All Saved Searches > New > Event.

Criteria tab:
• Users may add preferred Criteria to filter the Results of the Saved Search.

2. Navigate to the Results tab and add the following column fields:

- User notes fields... Date | Summary type = Maximum
- User notes fields... Memo | Summary type = Maximum
- Formula (Text) | Summary type = Maximum | Formula:

max(to_char(substr({usernotes.note},1,3900))) keep(dense_rank last order by{usernotes.notedate})

3. Click Save.