Private Notes
Private Notes give you a dedicated space for your personal observations, investigative work, and strategic thinking directly within your CXO reports—without affecting team collaboration.
Personal Investigation Space: Capture preliminary questions, document anomalies, and track follow-ups as you analyze data, keeping investigative thinking separate from team discussions until you're ready to share.
Presentation Preparation: Draft executive talking points, document decision rationale, and build context around key metrics that travel with your reports when exported to PDF for board presentations or investor briefings.
Flexible Access for All Users: Unlike public comments, which can be restricted by role or permission, everyone can write Private Notes. Even if your role doesn't permit editing public comments, you can still maintain your personal analysis layer.
Export Integration: When you export reports to PDF, your Private Notes are included, preserving your analysis for future reference, audit documentation, and creating presenter guides where data and narrative travel together.
Add / Edit Private Notes
To add or edit private notes:
Click the
icon in the upper-right corner of the report page.
-
In the General Comment section at the bottom, edit the private notes as needed.
Private notes support basic formatting options, but advanced features such as hyperlinks or image uploads are not available.
Note:
If the General Comment section is not available—for example, in a free‑format report—the option to add private notes will not appear.
Private notes can still be edited even if other comment types have been locked.
When a user is deleted from CXO, all private notes created by that user are permanently removed. These notes will not be restored if a user with the same username is created or recreated later.
Export Private Notes to PDF
Private notes can be exported to PDF along with the report and general comments. To do this, select Private Notes in the Export to PDF dialog.
Note: This option is currently available only for ad‑hoc, single‑page PDF exports and is not yet supported for Storyboards.