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Deanna Aaron 11Deanna Aaron 11 

Create a report showing most recent note & note date?

I know that it's not possible to report on notes, but our director of development does not want to add small donor conversations in as "tasks". Is there a way that I can some how build a workaround to show the most recent note made on an organization record.

For example
Most recent note added: 7/13/2018
And then show the content of the note in another column

In the process, I tried enabling enhanced notes:
I was able to create a basic report using the filter: File type: SNOTE.
Unfortunately, I'm still not able to report on the most recent note made on an organization (showing content and the date entered). I created a custom report type, but couldn't get it to work.

I'm open to any ideas. Thank you for your help.
Raj VakatiRaj Vakati
I think you can able to do it 


1. Navigate to the Reports tab and click New Report.
2. For "Report Type," select File and Content Report, then click Create.
3. Add the following filter: File Type equals SNOTE (ensures that the report only includes Notes).
4. Remove all columns from the report.
5. Add the following columns to the report:
 
File Name
Published Date
Created By
Last Revised Date
Last Revised By
File Type
6. Click Save.
7. Click Run Report.
​

Refer this link 


https://help.salesforce.com/articleView?id=000265383&language=en_US&type=1

 
Deanna Aaron 11Deanna Aaron 11
Thanks, Raj. As I mentioned in my question -- I am able to create a basic SNOTE report. The instruction you have provided does not explain how to create a report on the most recent note made on an organization (showing content and the date entered).