# Notes Notes are static text added to a data point or report to provide some descriptive details. Observe that unlike comments, notes do not have reply threads or automatic timestamps, and they remain attached unless they are deleted or removed due to layout changes.

You can insert notes at the **cell level**, **row or column header level**, as a **notes column**, or as **footnotes**.

Plan also provides an option to add notes at the report level as shown below.

In reports with a large number of hierarchies, notes are [rolled up](#id-4.-roll-up-notes) to the **subtotal** and **grand total** levels even when the hierarchies are collapsed. This allows executives to view summarized, collapsed reports while still seeing exception notes consolidated at the parent levels.

{% hint style="info" %} * You can [**export**](/planning-sheets/how-tos/10.-exporting-reports/export.md) notes along with the report to Excel and PDF. * You can also [**writeback**](/planning/data-writeback.md) them to databases, shared drives, or URLs. * Report users **can add notes in the reading mode and export them to Excel and PDF.** * Notes added in reading mode are not saved to the original planning sheet unless the user chooses to keep them by clicking **Save and Proceed** after switching to Editing mode. {% endhint %} Notes configuration options are shown below:

{% hint style="warning" %} Notes will not be retained when switching between certain layouts. For example, notes added in the **Measures in Rows** layout will not be available if you change the layout to **Default**. {% endhint %} ### 1. Cell-level notes #### 1.1. Add a new note 1. Let’s see how to add a new note. Click on a cell and select **Notes → Add New Note**.\ Alternatively, you can click directly on the **Notes** option for the selected cell to open the note editor and add a note without navigating through the menu. {% hint style="info" %} To add the same note for multiple cells, Ctrl + click to select each cell, then add a note. {% endhint %}

2. An editor opens where you can add **hyperlinks** and apply rich **formatting**. Enter a note as shown below.

3. Try out the formatting options as shown below. Click **Save**.

4. You’ll see a note indicator, and when you hover over it, the note appears.

#### 1.2. View All Notes Click **Notes** and select **View All Notes** from the dropdown. This opens the Notes panel on the right, where all notes added across the report are listed together. **Cell Level notes** & **Header Notes** are displayed directly in this panel and can be selected to navigate to the corresponding cell.

#### 1.3. Add note to multiple cells You may need to enter a note that applies to multiple cells, for example, a particular marketing strategy may have contributed to the increase in sales for specific regions and quarters. You can select a **series of cells** and add a single note that applies to all of them.

#### 1.4. Change the note's indicator color Enter a note. Let's now change the **color** of the **note's indicator**. Click on a different color from the bottom of the editor.

You also have the option to select a **custom color** for the indicator. Click on the multicolored icon and then choose the required color.

#### 1.5. Edit a note After saving a note, you can edit it by hovering over the note indicator and clicking the **Edit** icon.

Alternatively, click on **Notes** and select **View All Notes** to open the Notes panel, where you can locate the saved note. Click the **Edit** icon to modify it.

Along with the existing options, you can also use **numbered** and **bulleted** lists while editing the note. Make the required changes and click **Save**.

#### 1.6. Delete a note To delete a note, either click the **Delete** icon that appears when you hover over the note indicator or navigate to **Notes > View All Notes** and click the **Delete** icon.

### 2. Header-level notes To add a note at the **row** or **column header** level, select the row/column. Click on the **Notes** icon. A notes editor will open allowing us to make notes at the row/column level.

Header-level notes are visible both in the side panel and on hover.

Similarly, select a row and add a note. You can **edit/delete** the note using the corresponding icons on the right.

### 3. Report-level notes With Plan, you can also add notes and explanations at the report level as shown below. 1. Click on **Notes** and then **Report Summary**. In the **Report Summary** side panel, enter the note.

2. On clicking **Save**, the note gets displayed in the side panel. You can **edit/delete** the note by clicking on the corresponding icon in the top right.

### 4. Roll-up notes If you add a note at the leaf node level in a hierarchical data structure, the notes will automatically roll up to the total/subtotal level even when the leaf nodes are collapsed. To configure roll-up notes, click on **Notes >** **Settings >** turn on the **Rollup Indicator** toggle as shown in the image below and click **Apply**.

In the image below, notes have been added at the category and brand levels. When you collapse the category, the **Rollup Indicator** icon is displayed. Hovering over this icon shows the consolidated notes.

### 5. Footnotes Notes can be viewed as footnotes which are an integral part of financial statements and provide supplementary information such as the accounting method used or an explanation of important financial results. To enable footnotes, in the **Notes** drop-down, turn on the **Footnote** toggle. You can see the footnotes as highlighted.

### 6. Notes column Row-level notes can be added in a separate column. 1. Enable the **Notes Column** toggle from the **Notes** drop-down menu.

2. A notes column gets added. Double-click on a cell and start typing in the rich text editor. You can apply formatting such as bold, italic, underline, font color, background color, and hyperlinks.

3. You can **delete** a particular note in the Notes column by hovering over it and clicking the

icon.

### 7. Hide notes To hide the cell, header, and report-level notes, turn on the **Hide all notes** toggle. Note that by using this option, all the notes including the footnotes and notes column are hidden.

{% hint style="info" %} * To hide only the footnotes, turn off the **Footnote** toggle. * To hide only the notes column, turn off the **Notes Column** toggle. {% endhint %} ### 8. Settings You can customize the notes indicator, its position, footnote's height, and more using the **Settings** option. 1. Click on **Settings** from the **Notes** drop-down.

A dialog box opens. The default selections are shown in the image below.

2. Let’s explore the options available in the Notes settings. * **Indicator display**: Choose how the notes indicator appears. You can select from options like **numbered, lettered, custom, arrow, asterisk, priority, icon, task**, or hide it completely by selecting **none**.

* **Size**: Adjust the size of the notes indicator to suit your preference. * **Indicator position**: Decide where the indicator should appear—**left** or **right** of the content. By **default**, it is displayed on the left. * **Rollup indicator**: Turn this on to show rolled-up notes when you collapse a hierarchy, making it easier to track hidden notes. * **Footnote border**: Enable this option to add a border around the footnote for better visual separation. * **Footnote height**: Set the height of the footnote based on your needs to improve readability. * **Column**: Choose the number of columns to better manage spacing and enhance overall visibility. The image below displays the changes we made to the default settings.

Changes made to the indicators and footnotes

The **notes indicator settings** can be configured at the **report level** (as shown in the images above), ensuring that all notes in the report use the same style of indicator. 3. If needed, you can also **customize the indicator for individual notes** by clicking the three-dot (more options) icon, as highlighted below:

Notes indicator settings- individual note

### 9. Marker mode Marker Mode can be used to highlight important observations during presentations. Markings are temporary and can be cleared. #### 9.1. Add markings 1. In the Notes drop-down, click the **Marker Mode** option.

A marker icon is enabled on the canvas.

Sample freehand markings are shown in the image below.

#### 9.2. Clear markings Markings can be erased using the **Clear Marker** option. Switching to another tab also results in the markings getting erased.

#### **9.3. Customize markings** You can set the color, stroke style, shape, and width of markers using the **Notes > Settings** option.

In the next section, we'll look at Plan's [data-level commentary](/planning-sheets/how-tos/7.-planning-budgeting-and-forecasting/8.-commenting-and-collaboration/comments.md) capability. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.fabricplan.com/planning-sheets/how-tos/7.-planning-budgeting-and-forecasting/8.-commenting-and-collaboration/notes.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.