Calendar Reports
The following reports are available for the IQ Calendar
module: Calendar Analysis, Daily
Event Reports, Daily Event II,
Event Summary, Monthly
Schedule, and Weekly Schedule. Two
customizable reports are available, Custom
Calendar Card and Custom Calendar
Report. These may be customized by your office to provide a specifically
formatted card or report. Additional custom reports may also be available
for your office by contacting your IT Consultant.
Note: Regardless
of which report format you select, all events scheduled for the same day
will print in the following order. Events for a single date sort by start
time, end time, and event ID. Unscheduled events (those with no date)
appear before scheduled events; events with no start times appear before
events with start times; events with no end times appear before events
with end times. Events with the same start time, but with different time
zones will sort based on the time zone. So, for example, an event that
starts at 2pm Eastern Standard Time will sort before an event with the
start time of 2pm Central Standard Time.
The Calendar Analysis
Detail and Calendar Analysis Summary
reports provide a detailed or summary analysis of events by Event Topic
or County. It lets you analyze the frequency with which events are scheduled
regarding particular topics or in counties. The detail analysis displays
the event date, time, summary, address, totals and percentage of occurrence
for Topic or County. The summary analysis displays only totals
and percentages for topics or counties along with a grand total.
The following criteria are available for the Calendar
Analysis reports:
Calendar to Report
On – The default
user, as identified in event
user security, appears in this field. To print the Calendar Analysis
report for another user, click in the field and select one from the list.
Date Range – The From
Date and To Date fields
default to the current date. To print the Calendar Analysis report for
another range, enter a date in either field by typing a date or by clicking
the calendar icon next to the field and selecting a date from the calendar
that appears.
Status to Report On
– Select the All
Status option to include all events, regardless of their status.
If you want to limit the report to events with a particular status, for
example, Approved, select the Selected
Status option and then select the check boxes for the status or
statuses you want to include.
Location to Report
On – This option
lets you limit the report to those events for which you have selected
a location in the Office field of event records. Select All
Office Location to include all events, regardless of their location.
To limit the report to one office location, select Selected
Office Location and then click in the field next to this option
and select a location from the list that appears.
Information to Include
– Select the
Private Events check box to include
private events on this report.
Sort Option
– Select the by
Topic Code, by County
or by City option to analyze scheduled
events by their topic, county or city.
The Daily Event Report,
Daily Event Report (Bold Status and Page
Break) and Daily Event Report
(Bold Status) print events for one or more days in a full-page
format and include an option to run the report in the Background. The
following criteria are available for the Daily Event reports:
Calendar to Report
On – The default
calendar, as identified in user
Preferences, appears in this
field. To print the Daily Event Report for another calendar, click in
the field and select one from the list.
Report Title
– Type the title that
you want to appear at the top of the Daily Event report.
Date and Time Range
– The From
Date field defaults to the current date and To
Date field is blank. Enter
the date of the first event to be included on the report in the From Date field by typing the date or
by clicking the calendar icon next to the field and selecting a date from
the calendar that appears. Enter the date of the last event in the To Date field in the same way. The From Time and To
Time fields let you limit your report to events that begin within
a specific time range. This time range falls within the date range, whether
it is one day or more than one day. Leave these fields blank to include
all events within the date range.
Status – Select the All
Status option to include all events, regardless of their status.
If you want to limit the report to events with a particular status, for
example, Approved, select the Selected
Status option to view check boxes for all available statuses. Select
the check box for the status or statuses you want to include. If you want
the status to appear on the report along with the event, select the Status check box in the Information to Include
section of this page. You can set the default Status
option and check box selections through your user
Preferences.
Location – This option lets you limit
the report to those events for which you have selected a location in the
Office field of event records.
Select the All Office Locations
option to include all events, regardless of their location. To limit the
report to one office location, select the
Selected Office option and then click in the field below this option
and select a location from the list that appears. You can set the default
Location option and check box
selections through your user
Preferences.
Information
to Include –
Select one or more check boxes in the Information
to Include section to include such things as location, notes, status,
and other information on the report. You can set default Information
to Include selections through your user
Preferences.
The Daily Event Report
II provides the same criteria as the other Daily Event Reports, however, since
the HTML Report Writer was used to construct the Daily Event Report II,
it provides several additional features. It allows proper printing of
foreign language data and options for formatting and placing the time
and date.
The criteria for the Event
Summary and Event Summary by Section
reports is the same as the Daily
Event Reports. The Event Summary report prints the Event ID,
Status, Calendars, Event Date and Time, Office Location Code, Summary,
Notes and Address in a table format. This report format can be selected
in user Preferences as your default for
the Print Event action in an Event
Record. The Event Summary by Section
report is used by IQ when you select the Print
Summary by Section action. This report contains all available information
about the selected events including any attached files, people, workflow
or documents. An option to run the report in the background is available.
The monthly schedule report prints the schedule for
the selected month in a calendar grid format. Only a limited amount of
information appears for each date, based on the Short
Description field or the first 50 characters of the Summary
field.
The following criteria are available for the monthly
schedule report:
Calendar to Report
On – The default
calendar, as identified in user
Preferences, appears in this
field. To print the monthly schedule for another calendar, click in the
field and select one from the list.
Month and Year
– The Month
field defaults to the current month. Click in the field to select another
month on which to report. The Year
field defaults to the current year. Click in the field to select another
year on which to report.
Status – Select the All
Status option to include all events, regardless of their status.
If you want to limit the report to events with a particular status, for
example, Approved, select the Selected
Status option and then select the check boxes for the status or
statuses you want to include. You can set the default Status
option and selected check boxes through your user
Preferences.
Office Location Options
– This option lets you
limit the report to those events for which you have selected a location
in the Office field in event records.
Select the All Office Locations
option to include all events, regardless of their location. To limit the
report to one office location, select the Selected
Office option and then click in the field below this option and
select a location from the list that appears. You can set the default
Location option and selected check
boxes through your user
Preferences.
Information to Include –
This section lets you identify field information to include on the report.
Select the End
Time check box to include event end times on this report.
Select the Private
Events check box to include private events on this report.
Select the Status
check box to include the first three letters of the event status (for
example, CAN for Canceled, REG for Regrets, etc.).
The Approved status will not print.
Short Description
– Select the Required
check box to include only those events that have a short description.
Select the Use Summary if no Short Description
check box to include all events and print the Short Description for events
that have one and the Summary for events that do not.
Second Page
– Select the Overflow
to Second Page check box to
print a second page when one day's events do not fit in the date square.
When you select this check box,
you can chose from one of two second page formats by clicking in the Second Page Format field and selecting
Monthly (Calendar) or Daily (List). The Monthly (Calendar) option prints
overflow items on a second calendar grid. The Daily (List) option prints
overflow items in a list format.
Maximum Limits
– These fields let you
limit the number of lines to appear in boxes on the calendar grid.
Enter the number of lines to print
per day in the Number of Lines Per Box
(Day) field to control the number of lines per box. This is a required
option, which defaults to 11 and accepts any number from 1 to 20.
Enter a number from 1 to 250 in
the Number of Characters Per Event (up
to 250) field to control the number of characters that will print
for each event. This is a required option, which defaults to 50.
The weekly schedule report prints events for seven days
in a columnar format. The following criteria are available for this report:
Calendar to Report
On – The default
calendar, as identified in user
Preferences, appears in this
field. To print the weekly schedule for another calendar, click in the
field and select one from the list.
Report Title
– This defaults to "Weekly
Planner for Default Calendar",
in which Default Calendar is
the calendar name selected in the Calendar
to Report On field. Click in this field and type another title
to appear at the top of the report if you do not want to use the default.
From Date – The From
Date defaults to the current date
and is the first date in a seven-day date range. To print a weekly schedule
for another seven-day range, remove the default date and type another
date in the field or click the calendar icon and select a date from the
calendar that appears.
Status to Report On
– Select the All
Status option to include all events, regardless of their status.
If you want to limit the report to events with a particular status, for
example, Approved, select the Selected
Status option and then select the check boxes for the status or
statuses you want to include. You can set the default Status
option through your user
Preferences.
Location to Report
On – This option
lets you limit the report to those events for which you have selected
a location in the Office field of event records. Select All
Office Location to include all events, regardless of their location.
To limit the report to one office location, select Selected
Office Location and then click in the field below this option and
select a location from the drop down list. You can set the default Location option through your user
Preferences.
Information to Include
– Select the Private
Events option to include private events on this report. The
first three characters of the status will print on the report for every
event (except for those with an Approved status) if you select the Status print option. Select Use
Short Description in Place of Summary option if you would like
to print the contents of the Short Description field from the selected
Event records. If you do not select this option, the report print the
contents of the Summary field. You can set default Information
to Include selections through your user
Preferences.