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MaheemSamMaheemSam 

Report with note and attachments

Hi, 

   Is there a way to prepare a report in salesforce with gives notes and attachement for user to download. 

Thanks
 
Dayakar.DDayakar.D
Hi MaheemSam,

It is not possible to download Notes and attachments through reports, we can use dataloader.io for exporting Notes and Attachments.
go through below post it will help you how to export Notes and Attachments through Dataloader.io.
https://www.simplysfdc.com/2014/02/salesforce-how-to-export-attachments.html

Please let me know if you need any additional info.

Best Regards,
Dayakar.D
Deepali KulshresthaDeepali Kulshrestha
Hi MaheemSam,

Please follow given below steps and link with the help of below steps and link you can solve your problem, it may be helpful to you.

Create a report on Notes :
Important considerations for 'Notes' reports:

1. Ensure that you have Enabled 'Notes' in your organization (see Enable Notes for instructions)
2. Reports can only display Notes taken via the 'Notes' tool. Notes created via the "Notes & Attachments" related list cannot be reported upon.
3. You can only view Notes created by other Users if they have been shared with you (this also applies to System Administrators)
4. To make Notes available to other Users, the User who created the Note (or a System Administrator) can follow the steps in Increase Collaboration by Sharing Notes.

Steps to create a Notes Report : 

1. Navigate to the Reports tab and click New Report.
2. For 'Report Type', select File and Content Report, then click Create.
3. Add the following filter: File Type equals SNOTE (ensures that the report only includes Notes).
4. Remove all columns from the report.
5. Add the following columns to the report:

    -File Name
    -Published Date
    -Created By
    -Last Revised Date
    -Last Revised By
    -File Type
    
6. Click Save.
7. Click Run Report.

For more information please follow the given below link :
Link: https://help.salesforce.com/articleView?id=000319978&type=1&mode=1

I hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.

Thanks and Regards,
Deepali Kulshrestha