Including annotations in reports
System Role: Standard User
Team Role: Viewer
Annotations
Annotations can provide valuable insights and context to the information presented in the report, enhancing the overall understanding of viewers. Users can access additional details that may impact their analysis and decision-making process by selecting this option.
Annotations can only be included with an Event/Interaction Tabular or Snapshot report.
Tabular Report
When generating a Tabular Report, it is important to ensure that the 'include Annotations Entries' box is checked if you want to incorporate any annotations related to the data.
The Tabular report will be delivered in a Zip file containing two CSV documents. One document will detail the annotations, including the Event ID, Annotation Number, Annotated Text, User Comment, Associated Stakeholders, and Issues.
Example of Annotations CSV:
The other file is a standard Tabular Report.
Snapshot Report
When generating a Snapshot Report, it is important to ensure that the 'include Annotations Entries' box is checked if you want to incorporate any annotations related to the data.
The Snapshot report will only be a single Word document.
Annotations will be added following each specific Event listed in the Snapshot Report, organised in numerical order to provide the information.