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Notes

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

Create

  1. Click to navigate to Scenarios > Notes > Create Note.
  2. Define the note title.
  3. Edit the note content by selecting text or charts as needed.
  4. Complete the editing.

For creating charts, refer to Visual Charts.

Manage Notes

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 machine, 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 machine.
  • Set Visibility Scope: Set the viewing permissions for the note.
    • Public: Open to all members within the workspace; other members' viewing and editing permissions remain unaffected.
    • Visible Only to Self: Only the note creator can view it; other members do not have viewing permissions.
Note
  • Non-public notes shared via links remain invisible to non-creators.
  • Importing a template JSON file into a non-blank note will overwrite the original note. Once overwritten, it cannot be recovered.

Note List Options

  • 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. The filter options on the left can be used to quickly find corresponding notes.
    • My Favorites: Notes favorited by the current user. Click the favorite icon in the lower right corner of a note to favorite it.
    • My Creations: All notes created by the current user.
    • Visible Only to Self: Non-public notes that are only visible to the note creator; other members do not have viewing permissions.

Further Reading

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