Flagged Notes Export

The Flagged Notes Export produces a CSV of notes flagged by Note Flagging, including why each note was flagged and how the flag was assigned or resolved.

Only Admins can create this export.

Finding the Flagged Notes Export

Open Exports, select Create Export, then select Flagged Notes under Participants. You can also open Create Flagged Notes export.

Configure the Export

Every filter is optional. With every field blank, the CSV contains all existing flags up to the time the export is requested.

Date Range

From and To match the date and time when the note was flagged. The selected dates cover whole days in your organisation's timezone. Set only To to include flags up to that day. Set only From to include flags from that day through the time the export is requested.

The date shortcuts are This week, Last week, Last month, and Last quarter.

Status and Note Source

• Status limits the CSV to Open or Resolved flags.
• Note source limits it to notes attached to a Support or a Task. Support includes individual and group supports.

Flagged For

Flagged for selects the note checkers that raised the flags.

Participants and Participant Tags

Select Participants, Participant Tags, or both. The filters are combined, so a Participant matched directly or through any selected tag is included without duplicates. Archived Participants can be selected.

Selecting a Participant or tag also includes flags on notes written on any group support an included Participant attended. Those rows show All Participants in the Participant column, since the note isn't about one person.

Authors and Assigned To

• Authors limits the export by who wrote the note.
• Assigned to limits it by the team member responsible for the flag.

Both fields include deactivated users.

Search

Search matches text contained in the checker's matched value, the Participant's name, the Author's name, or the assignee's name. It does not search the full note content, and it won't match a group support note by a Participant's name - use Participants or Participant Tags instead.

If your organisation requires an export reason, complete Reason, then select Create Export.

Downloading the Export

When the CSV is ready it appears on the Exports page. Select Download to save it.

Exported Fields

The CSV contains one row per flag, ordered with the newest flag first:

• Flagged At
• Note Source - Support or Task
• Participant - or All Participants for a note on a group support
• Author
• Flagged For - the checker that raised the flag
• Flag Type - Needs review or Incomplete
• Match Type - ai, keyword, or manual
• Matched Value
• Matched Excerpt
• Status - open or resolved
• Assigned To
• Assigned At
• Resolved At
• Resolved By - the team member, or Resolved automatically where applicable
• Note Content - plain text with formatting removed

Dates and times use your organisation's timezone.

To review and action these flags on screen, use the Flagged Notes Report.