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I want to report on the leads and other custom objects which have notes associated with it.

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  • Do you get your answer?I am looking for solution on Opportunity object.
    – unidha
    Jun 14 '16 at 2:39
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There has been a step forward regarding reporting on notes.

There is a lot of excitement going on with the Lightning Experience. However enhancements for taking notes have also taken place. There is a new version of Notes that was published with Winter 16 and you can report on them.

  • Salesforce help doc on reporting on New Notes: link
  • Salesforce doc on differences between the New Notes and the Old Notes: link
  • Salesforce help doc on setting up the New Notes: link
  • See the Winter 16 Release Notes regarding "Notes": link

The New Notes are being handled as Files objects and therefore from a reporting stand point, it looks like it lacks in providing the association between a note and an object.

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  • When I create report type there is no object name 'File and Content Report' based on link help.salesforce.com/apex/… , but Note is available.Is there any reason why I could not see it?
    – unidha
    Jun 14 '16 at 2:37
  • @unidha, you need to remove the fields that gets added by default when creating a new report except the ones listed in the link you have referred to. Salesforce excludes the note records when fields like 'Downloaded By' are added to the report.
    – Vijay Prakash
    Nov 8 '16 at 6:23
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It is not possible to report on Notes. There is an Idea, Reporting on Notes & Attachments that requests this feature.

You could export the data and report on it outside of Salesforce, build a custom page, query for it via the API from an outside app, etc., but there is no native report functionality available.

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Create a field on Lead (or on whatever object you want) and populate that field to true or false via a trigger when a note is created or deleted. Then you can create a report for all leads having custom field value equals to true.

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The Salesforce link on creating reports has changed from above and it took a bit of digging to find it again, so posting here: Create a report on Notes

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