How to add and view notes for readers

When viewing a reader’s profile from the admin side, staff can add notes to individual readers. This can be helpful if tracking location-specific information or incentives that are not collected site-wide.

To add, edit, or view a note:

1. Log in to the admin view of your site.
2. Navigate to People > Find A Person.
3. Search for the reader and click their name in the “Reader” column to open their profile page.
4. Click the “Actions” dropdown in the top right corner of the screen and select “Add Notes.”
5. Add or edit the information in the note.
6. Click “Save.”

To view all readers’ notes in a report, staff can run the “Individual Reader Participation by Challenge” report, customize the columns to include the “Notes” column, and then download the report and sort by that column.