The client journal report allows you to see all notes, handover notes, check out comments and journal entries created for a particular time period. You can use this to see information left regarding a client for a set period of time and even download the results.
Head to Reports → Client journal before selecting your date range and clicking view report.
The report will initially show all entries for all clients, but you can apply filters to show only the results you need. The filters available are:
Clients
Clients - Select an individual person to view the notes for
Client type - Only show entries for specific client types
Journal
Entry type - Choose to display any combination of
Journal entries
Visit notes
Handover notes
Check out comments
Journal entry type - Choose to display only certain journal entry types; note, email etc
Journal categories - Choose to display any combination of journal categories
Export options
Excel
PDF