How to access the Notes Reports?

How to access the Notes Reports?

Notes Report

The Notes Report in the SalaryBox app provides a record of notes entered by both staff and admin. This report is available in XLSX format and contains essential details for tracking employee-related notes.

Key Features of the Notes Report
  • Content: The report includes the following information:
    • Employee Name
    • Employee ID
    • Phone Number
    • Branch
    • Designation
    • Date of Note Entry

  • Availability: The Notes Report can be accessed and downloaded from all modules within the SalaryBox app.
  • Download Options: Users can download the Notes Report from both the mobile application and the web application.


Access Permissions

The Notes Report can be downloaded by the following user roles:
  • Admins
  • Branch Admins (limited to their respective branches and departments)
  • Chartered Accountants (CA)


    • Related Articles

    • How to access the Attendance Reports?

      Attendance Reports Attendance reports provide comprehensive information about staff attendance, available on both a daily and monthly basis. Below are the different types of Attendance Reports available: I. Daily Attendance Report This report ...

    • How to access the Payroll Reports?

      Payroll Reports Payroll Reports in the SalaryBox app allow you to download comprehensive payroll-related data for all staff on a monthly basis. Below are the different types of Payroll Reports available: Types of Payroll Reports: I. Payslip The ...

    • Roles and Access in SalaryBox App/Web.

      What is an Employee? An Employee can mark attendance for the current day and view personal details such as work timings, attendance modes, and automation rules. Additional permissions (if allowed by the admin) include: Accessing monthly attendance ...

    • What is Business Contacts in SalaryBox App?

      Business Contacts The Business Contacts feature lets admins and employees add and manage business contacts within SalaryBox. How to add Business Contacts? Log in to your Admin Account. Go to Settings > Business Contacts > Add Business. Scan the ...

    • What is Work Basis Pay?

      Work Basis Pay is a compensation method that allows employees to be paid based on the quantity and quality of work performed. This approach is especially useful for roles involving fieldwork or contractual tasks, such as sales. For instance, if an ...