Skip to main content

Fusion report comments

Distributor steps for adding, viewing, replying to, and deleting comments on cells of Fusion reports in Encompass to discuss report data with colleagues. Comparison reports not supported. v24.03+.

B
Written by Bailey Naas-Thornton

Minimum Version Required: 24.03

Pre-Conditions

This report commenting feature only works on fusion-based reports. Comparison reports do not support commenting.

Steps

From the compiled report:

  1. Click on any cell of the report
    ​
    ​

  2. Select the 'Add Comment' option at the top of the list
    ​
    ​

  3. Enter the comment on the left side panel
    ​
    ​

  4. Save the comment
    ​
    ​

  • Open the new Comments Panel on the left of the report at any time to view existing comments and reply to them.

  • Cells on a report with comments are highlighted with a teal circle icon. Click on the icon to highlight the corresponding comment in the comments side panel.

If a piece of data (such as the row a comment is on) is no longer displayed on the report, the comment is not displayed but will display again if that data returns to the report later.
​

  • For example: Brand X has a comment on it, and does not display on today's report because there are not sales for that Brand today, but then displays again on the report tomorrow, the comment will come back to it's original location when the Brand returns.

The owner of the report is allowed to delete entire comment threads, and the creator of a sub-comment is allowed to delete their own sub-comments only.

Best Practices

Use report comments to have conversations with colleagues about contents of a report.

Did this answer your question?