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  1. From the report page, click the Annotation tool on the toolbar to open Annotation Settings window
  2. Click on the Add Annotation button


    The Annotation dialog box will display, providing you with the following options

  3. Nominate the date, or date range for your annotation and click the Submit button
    If a date range is selected, choose a highlight color for the chart annotation

     
  4. Click the Select Visibility dropdown and click This Report
  5. Enter a title and description, and click the OK button


    The report page will be displayed with the annotation flag visible at the selected date


  6. If the annotations are not visible, click Preview on the toolbar to preview the live report

Annotation settings

Date

Nominate the date or date range for your annotation. If a date range is selected, you can choose a highlight color for the chart annotation.
Image Modified

Filter

The optional filter setting allows you to associate an annotation with a filter value. This means an annotation is only available if the report contains the selected filter, and the specified value is available.

To link your annotation to a filter value, complete the following steps:

  1. Add the required filter to your report, ensuring that it is a cached user prompt filter
  2. Click the Select Filter dropdown in the Annotation window, and choose your filter from the first dropdown list
  3. Select the desired value from the second dropdown list in the Annotation window and click the Submit button
    Image Modified
Tip

If you apply a filter link to your annotation, the visibility options will be reduced to This Report and Multi-Report -View, as the filter is linked to a view field and cannot be applied to reports based on other views.

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