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Report on Note Categories

✨New feature alert

This feature is available from Wesnesday, 25th Feburary 2026.

Overview

The Notes report allows users to view and export learner notes and apply filters such as Note Category. This report is useful for monitoring activity, auditing notes, and reviewing Centre-wide record keeping.

Who Can Use This Feature?

This feature can be used by the following user roles:

  • Centre Manager
  • User Manager
  • Centre Monitor
  • Lead IQA
  • IQA and Trainee IQA
  • Assessor and Trainee Assessor

Steps

  1. Click Reports on the left-hand navigation bar.
  2. Scroll down to the Learner Reports section.
  3. Click Notes.
  4. Select the filters required, including the Note Category filter if needed.
  5. Click Apply Filter to view the results.

Tips & Notes

  • The Notes report can be exported for offline use or audit trails.
  • Filtering by Note Category helps quickly identify themes or specific types of recorded information.
  • Filters can be combined to create more targeted reports.

Terminology

Please note that the terminology used in this article may differ depending on your Centre.

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Need Help?

If you need assistance, please contact Onefile Support or your internal support team.

J
Jade is the author of this solution article.

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