Notes¶

The Notes module allows for the creation of multiple notes for summary reports and supports the real-time insertion of visual charts for data analysis. By combining charts and documents, you can perform in-depth data analysis and summary reports. Notes can be shared with all members of the workspace, preserving abnormal data analysis, which helps in backtracking, locating, and resolving issues.

Create¶

1. Click Create Note.
2. Define the note title.
3. Edit the note content by selecting text or charts as needed.
4. Click Finish Editing to complete the creation.

For chart creation, refer to Visual Charts.

Manage¶

Note Page Settings¶

After adding a note, click the button at the top of the page to perform the following operations on the note:

• Save Snapshot: Save the current note as a Snapshot.
• Export Note JSON: Export the current note as a JSON file to your local device, enabling the note to be restored or shared across different workspaces.
• Import Note JSON: Import a template JSON file.
• Export as PDF: Export the current note as a PDF file to your local device.
• Set Visibility: Configure the viewing permissions for the note.
  • Public: Accessible to all members of the workspace. Other members' viewing and editing permissions remain unaffected.
  • Private: Only visible to the note creator. Other members do not have viewing permissions.

Note List Operations¶

• Modify/Delete: Click the dropdown button in the lower right corner of the note and select Modify or Delete.
• Search/Filter: Search by keywords and sort by modification time. Use the filter options on the left to quickly locate corresponding notes.
  • My Favorites: Notes favorited by the current user. Click the favorite icon in the lower right corner of the note to add or remove favorites.
  • My Creations: All notes created by the current user.
  • Private: Non-public notes visible only to the note creator. Other members do not have viewing permissions.