Report in Calendar Mode

Overview

A Report can be configured to display data in a multitude of ways; this gives the user the freedom to choose a mode that is appropriate for the situation and information.  The Calendar Summary mode displays the information in a standard calendar format based on user-selected settings.

Example

The goal of this example is to edit a Report to display the information in Calendar mode.

1. Navigate to a Designer Folder, click on an existing Report, and select the Edit Report from the action panel.
2. In the Report Designer, locate the Views section, click the Add option to display the menu options.
3. Select the Calendar option.
4. The Calendar configuration workspace is displayed and a Calendar option is added to the menu bar.
5. Next, configure the Calendar Summary to display the desired information from the Data menu.
   In this example, the Report is an appointment log, so the desired information will include the Data Fields: Person Name, Email, Meeting Location, Time, and Attendees. In the Calendar Summary mode, each of these Data Fields will be dragged into the workspace and labeled appropriately (e.g. Name: person_name, Email: email, Meeting Location: meeting_location, Appointment Time: time, Attendees: attendees).

   
   

6. In the Properties Panel > Calendar View, users can select how the calendar will display the information. 
7. Select the Primary Calendar Provider drop-down list and select the Time option; this option tells the Report to display the information at the time it is scheduled for.

   

8. The Report is now configured for the Calendar Summary view. Save it and close the Report Designer.
   
9. In the Designer Folder, click the Report and select the Run Report option from the Action menu.
   
10. By default, the Report will display in View Mode: Grid, however, by selecting the new View Mode: Calendar, the Calendar is available to view.
    View Mode: Calendar is also configurable to display events scheduled by week, day, or in a list.