Click Play button




: Providers are filtered by their BestNotes Username


  • For Example, to display contact's birthdays per month:
  • Select Fields to Display (Name, Age)
  • Select Filter Criteria (Date of Birth - DOB)
  • Select the Like operator
  • Insert 4 underscores ____ the month XX and 2 more underscores __ (e.g.  ____04__  )
  • Click View Report


For example, use the * OR % sign in place of letters or numbers.
  • e.g. search for "Washington"

  • e.g. search by Zip codes

Not Equal Operator

For Example, find Contacts with End dates:
  • Select Fields to Display
  • Select a date field in Filter Criteria (End Date (DOD))
  • Select the Not Equal operator
  • Leave the next box blank (empty)
  • Click View Report

Multiple Access Tags in one Report

  • Filter criteria by TAG
  • In List (contacts that have any of the tags but are not required to have all the tags)

Example LOC_ (Stands for Location)

LOC_Name, LOC_Name (Exact Spelling, not case sensitive, separate tags with comma, no space required after comma)

Fixed tags do not require LOC_ but follow exact Spelling (not case sensitive), separate tags with comma, no space required after comma). Multiple lines of TAG+Equals is looking for contacts with both tags In List reports any contacts that have at least one of the tags