Thanks for the clarification. One challenge I have now encountered is setting up a template at the process level. Most of the place holders carry over without issue, except Notes. I noticed that Changes, Incidents, and Requests all have separate Note business objects. My question is does anyone have a way to have notes from all processes be displayed in a Process level report template.
My Incident Level Expanded template looks like this:
<TABLE>
<TR>
<TD valign="middle"><b>{Class/Name} {Id} - {Status/Title}</b> <i>{ResponseLevel/Title}<i></td>
</TR>
<TR>
<TD><b>Currently assigned to: </b>{LatestAssignment/User/Title}</TD>
</TR>
<TR>
<TD><b>Submitted by: </b> {RaiseUser/Title} on {_Date} at {_Time}</TD>
</TR>
<TR>
<TD style="vertical-align:middle;"><a href="mailto:{RaiseUser/EMailAddress}?cc=helpdesk@company.com&Subject=Update%20to%20{Class/Name}%20#{Id}"><img src="http://server/icons/email.png"></a> {RaiseUser/EMailAddress}<img src="http://server/icons/transparent.png"><img src="http://server/icons/phone.png"> {RaiseUser/Phone}<img src="http://server/icons/transparent.png"><img src="http://server/icons/login.png"> {RaiseUser/Name}</td>
</TR>
<TR>
<TD><b>Summary: </b>{Title}</TD>
</TR>
<TR>
<TD><b>Description: </b>{Description}</TD>
</TR>
<TR>
<TD></TD>
</TR>
<TR>
<TD><b>Last Updated By: </b>{LastUpdateUser} on {Notes/CreationDate}
</TR>
<TR>
<td><b>Summary: </b>{Notes/Title}</td>
</TR>
<tr>
<td><b>Details: </b>{Notes/Text}</td>
</tr>
</TABLE>