Report Viewer in Calendar Mode

Last Updated: 04/06/2018 Introduced in Version: 2.0

The Report Viewer can be configured to display report information in a multitude of ways.  This gives the user 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:

  1. Edit an existing report.
  2. Display the report information in Calendar mode.

To begin, navigate to a Designer Folder and click the Edit link on an existing report.

 

In the Report Viewer, in the Views section, click the Add option to display the menu options.  Select the Calendar Summary option. 

 

The Calendar Summary configuration workspace is displayed and a Calendar Summary option is added to the menu bar.

Next, configure the Calendar Summary to display the desired information.  For example, “The folder entity id is: “[Id].  Enter the text then drag the appropriate option from the menu on the left. 

In the Properties Panel, users can select how the calendar will display the information.  Click the Primary Calendar Provider drop down list and select the modified_date option.  This tells the report to display the information on the date the entity was last modified.

The report is now configured for Calendar Summary view.  Save it and close the Report Designer

Back in the portal, select the Run Report option from the Action menu.

By default, the report viewer will open and display in View Mode: Grid.  To view the report in calendar format, click on the new View Mode: Calendar icon. 

Note: a Calendar Summary option must be configured in order to view a report in Calendar View Mode

Notice the entity was created on the 4th, but is displayed on the 7th based on the Primary Calendar Provider chosen.

Additional Resources