Attach Notes to Charts and Tables

If your firm enables the Notes feature, you can attach your own notes to charts, tables, or lists. You can also take a snapshot of the analytics and save it along with the note to provide context. Other users with access to the analytics can display those notes, use the snapshot to view the analytics as they appeared when the note was saved, and add their comments to the notes, including their own snapshot of the data.

The snapshot option for notes is similar in some ways to the bookmark feature. However, while the bookmark is intended to provide a way to save a view that you want to return to on a regular basis, the snapshot provides a quick way to capture a view temporarily to enhance a specific discussion of the data and then be discarded.