Pull in pre-written comments from the library to streamline your reporting and maintain consistency across reports.
Steps
Step 1: Open the Comment Modal
In Report Writer, navigate to the category where you want to add a comment.
Click Create New Comment.
Step 2: Choose Comment Source
In the modal, switch to the Comment Library tab (default is New Blank Comment).
Step 3: Search and Filter
Use search or filters (tags, categories) to locate the right comments.
Step 4: Select and Add Comments
Select one or more comments.
Click Add to insert them into the report.
If you have any doubts or questions about this process please let us know!
You can reach us by chat, email at support@palmtech.com, or phone at (888) 736-2462.