---
title: "[BETA] AI Note Auditor: Configure Your Activities Reporting View for Auditor Results & Run a Review"
description: Learn how to add columns & filters to your Activities reporting page to surface the Auditor's results at a glance. Quickly filter to see what failed, confirm what passed, and catch anything with an outdated audit before it's submitted.
---
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September 29, 2026
# \[BETA\] AI Note Auditor: Configure Your Activities Reporting View for Auditor Results & Run a Review
## You can add columns & filters to a table view that surface the Auditor's results at a glance — without opening each note individually after running a review. These views let your team triage a whole batch of notes at once: quickly filter to see what failed, confirm what passed, and catch anything with an outdated audit before it's submitted.
**BETA** - the initial beta launch is available to all organizations with Premium or Enterprise client licenses. Future states of this feature will be a paid add-on to your subscription.
[Click here](https://help.hirasmus.com/knowledge/ai-note-auditor-configure-privileges--pre-signature-feedback-workflow?hsLang=en) to learn more about configuring privileges.
[Click here](https://help.hirasmus.com/knowledge/ai-note-auditor-getting-started-guide?hsLang=en) for the "AI Note Auditor: Getting Started Guide" – outlining frequently asked questions.
Skip to running a review with AI. Click [**here**](https://help.hirasmus.com/knowledge/ai-note-auditor-configure-your-activities-reporting-view-for-ai-audit-results-run-a-review#runreview).
### **Configure the Activities Reporting View**
#### **Part 1. Add AI Note Auditor Columns to View Results**
1. On the left hand-menu, select **\[Reporting\]** \>\> **\[Activities**\].
2. Select theon the far right of the table.
3. A modal will pop up, scroll down and select the **\[AI Note Auditor\]**.
4. In the drop down menu, select **\[Select all\]** to bulk select all four columns for display.
5. Scroll down and select **\[Save\]** to add the columns.
6. These columns are available to add to the following pages, as well:
1. Client's \[**History**\] page, user's \[**My Activities**\] and \[**Pending Signatures**\] page, when access is enabled via \[**User Privileges**\].
#### **Column Descriptions:**
##### **\[AI Audit Result\]** Column:
- - Shows the outcome of the AI audit review: *Passed, Flagged,* or *Failed*. *Blank* means the session hasn't been reviewed yet.
- In the example below, the first session was flagged (orange flag icon) and the second failed (red exclamation mark).
##### **\[Last Audit\]** Column:
- - Shows the date and time each session was last reviewed by the AI note auditor, as seen in the example below.
##### **\[Audited\]** Column:
- - Shows if the session was audited (Yes/No).
- In the example below, we see both sessions were audited, as indicated by “Yes”.
##### **\[Audit Outdated\]** Column:
- - Shows whether the session has been updated since its last audit, indicated by an icon. Blank means no update.
- In the example below, the first session was updated; the second was not.
#### **Part 2: Add Additional Filter Options**
Once the audit result columns are added to your table view, you can filter by them to quickly narrow down to the notes that need attention.
1. Select the \[+ **Add Filter\]** button
2. Scroll down and open the \[**AI Note Auditor**\] folder.
3. Choose from the four available filters:
- - **Audit Result** (Fail, Flag for Review, Pass, No current result),
- **Last Audit Run** (date/time range),
- **Audited** (audited vs. not audited),
- **Outdated** (outdated vs. up to date).
4. Apply one or more filters together to narrow the table to exactly the notes you need.
**💡 TIP**: You can save this filtered view for future audits!
Select the  and click **\[Save Current View...\]**.
Title the view and choose visibility using the checkboxes.
[Click here](https://help.hirasmus.com/knowledge/reportingandauditing?hsLang=en) to learn more about auditing activities and saving filtered views.
### **Run Notes through Review with AI**
#### To run an AI audit review, you *must select at least **one** **completed** **session** or **supervision** activity* *type*. Once selected, the \[**Review with AI**\] option is enabled to click.
❗If no eligible activities are selected in the Activities table the **\[Review with AI**\] option will be greyed out, with a tooltip prompt: **“Select at least one session or supervision activity to review”.**
1. Select at least one *session* or *supervision* *activity type* in the *completed status.*
2. Select the 3 vertical dots in the top right of the table.
3. Select **\[Review with AI\].**
****
4. The AI Note Auditor modal pop up will appear.
1. Select your \[**Audit focus areas**\] and \[**Audit strictness\].**
2. Select **\[Audit Notes\]** at the bottom right.****
❗If there are ineligible selections, the AI Note Auditor modal banner will read: **"Only session and supervision activities can be audited"** and indicate how many of the selected activities are eligible and will be audited.
Ineligible activities will not be included in the audit review.
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