How do I take notes for a Performance AI report?

You can take notes for every Performance AI report for quick reference. This outlines the process to do so.

 

A. Navigate to your chosen Performance AI report for your chosen time period and property.

 

B. On the Report page:

a. Click on the Notes icon on the top-right.

 

How to Take a Note - 1

 

C. This will bring up the Notes section:

b. Write down your notes. 

c. Click the Bullets icon to create bullet points.

d. Click the H icon to create colored text.

 

How to Take a Note - 2

 

D. Click on the Notes icon again to close and save the report.