8. Commenting and collaboration

Data-level commentary is very common in real-life scenarios. Lumel EPM delivers out-of-the-box and user-friendly notes, annotations, and comments to your planning and BI sheets using a no-code user experience. Below, we summarize the key highlights of Lumel EPM's commentary solution.

Notes, annotations and comments	Support for all three capabilities
Data-level comments	Notes/comments at cell, row, column, and header of the report
Footnotes	Financial statements styled footnotes
Replying to comments	Tag other users using @mention and reply to comments
Email notifications	Notify users to take action at a data point level
Commentary summary (digest)	Executives could get weekly commentary digest to quickly analyze the conversations and exceptions
Word wrap for long comments	Ability to wrap long text comments automatically
Task assignment & tracking	Assign tasks and collaborate for workflow use cases
Commentary audit log	Full audit of who placed the comment, what they wrote, and when (date and time)
Export & writeback of comments	Export notes and comments to Excel and writeback to databases

Both notes & comments in Lumel EPM are dynamic—in that they are tied to a specific data point, row, or measure. Filtering the report makes the comment appear at the appropriate location—as it is always tied to the data.

But the similarities end there. Notes & Comments in Inforiver are different in the following ways:

1. You can respond to a comment, but not to a note.

2. Comments are collaborative, while notes are only used to annotate/provide additional context to data