Add and View Notes in CU*Spy Reports

These steps explain how to leave a note next to a line item on a report in CU*Spy in order to explain a certain number or adjustment for future reference.

1. Click the Time-out (pause) icon on the bottom of your screen.

2. Select CU*Spy Daily Reports on the Time-Out pop-up.

3. Search for and select the desired report from the list of reports in CU*Spy.

4. On the report that pops up to the right, select the line item for which you'd like to write a note.

5. In the Note box that pops up, type your note.

   • Include your name in case someone has a question about the note.

6. Click Save.

7. The line item for which you left a note will then be highlighted in yellow to show others that they can see a note if they select that line item.

   • If your note is no longer needed, simply click Delete, which will appear at the bottom of the Note box when you open the note after creating it.