Chart of Notes by Type App

The Chart of Notes by Type app on the Dashboard charts the distribution of notes by NOTETYPE code. It shows the different types of notes for your firm.

NOTE: The chart indexes notes by NOTETYPE code by default, but you can change how notes are grouped by editing the app settings.

Change Max Items to the maximum number of categories (legend items) you want to be included in the chart. Click Refresh to refresh the data with the new configuration.

Click here for more information about editing settings for the app.