Chart notes and comments
Mark the days something changed, and talk with your team and client about the reports.
Chart notes mark a day, like new ads or a budget change. Add them under Notes on this period on a client report: pick a date, type the note and add it.
- Notes show on the daily charts, in shared reports and in the AI summary.
- Owners, admins and members can add and remove notes.
Comments sit at the bottom of a client's reports. Use them for questions and notes about that client.
- Comments belong to the client, not to one report.
- If the client has portal viewers, they see these comments and can reply.