Operation Notes

This guide will help you create, edit, and export Operation Notes in Reaper. Operation Notes let you document findings, reference Objects, and generate shareable reports during your operations.


Opening Operation Notes

You can access Operation Notes from two locations:

  1. Within an Operation – Open the sidebar in the left-hand panel to view and edit all notes created within the current Operation.
Opening from within Reaper
  1. From the Reaper Tab – Navigate to the Reaper Reports section to view saved notes across all Operations.
Opening from Reports tab

Creating and Editing Operation Notes

Operation Notes support inline markdown rendering, allowing you to format your documentation with headers, lists, code blocks, and more. Learn more about basic markdown syntax.

You can tag your notes as either Operation Notes or AAR (After Action Report) using the Reports Editor.

Referencing Objects in Operation Notes

Operation Notes allow you to reference Objects found within your Operation, making it easier to export structured data from the Method platform. You can add Objects to your notes using two methods:

Mentioning Objects

Type @ to mention Objects found in your Operation. This opens a menu where you can filter by Object type and select the specific Object you want to reference.

Mention Objects by typing @

When mentioning an Object, you have two options:

  • Insert as mention – Creates a clickable link that opens the Object within the Method platform
  • Insert as block – Creates an immutable text block containing information about the Object

One-Click Add

You can quickly add content to your notes at the last cursor position. To use this feature:

  1. Open any panel (Objects, Issues, Executions) that contains the information you want to add
  2. Hover over the item you want to reference
  3. Click the icon that appears while the Notepad is open

This will automatically append the item to your last cursor position.

One-click add content from Objects, Issues, or Executions

Saving Operation Notes

Operation Notes are unsaved drafts by default. To save your notes:

  1. Click the Save button in the top-right corner of the editor
  2. Saved notes become visible in the Reaper Reports tab to all members of your organization

Note: You can only save notes once you have added a title or body content.

Exporting Operation Notes

You can download Operation Notes as a PDF for sharing with external stakeholders. There are two ways to export:

  1. Within an Operation – Click the download icon in the notepad header
  2. From the Reaper Reports tab – Open the ellipses menu and select the download option
Use the ellipses menu to export notes