Creating a report

  1. Select Reports. The Reports page is displayed.
  2. Click New Report. The Reports New page is displayed.
  3. Select a type of report.
  4. Click Create Report. The Reports Edit Report: (The type of report) page is displayed.
  5. Specify a name and description for the report, and select a folder and owner of the report in the Report Properties section.
  6. Specify this information in the Report Options section:
    Date Range
    The timeline for the generation of the report.
    Event Status Color
    The color of the event status displayed on the Event Availability or Event Calendar reports. Possible values:
    • Enterprise Color
    • Site Color
    Note: 
    • If the selected report type is Event Calendar, a list of check boxes is displayed in this section. The Show Restricted Event Data check box can be selected only by users with Manage Own Restricted Events or Manage All Restricted Events right.
    • If the Display Weeks Starting on Monday check box is selected, the week starts from Monday instead of Sunday.
    • The Show Disabled Dates, Show Holidays and Show Notes check boxes must be selected to view the primary dates for the site or the enterprise.
      • By default, the check boxes are cleared for all existing Event Calendar reports.
      • The primary dates are displayed in grey color. The related notes and disabled dates are displayed with the title.
      • If the Show Site Name check box is selected, the site name is displayed at the end of the title of each primary date.
  7. Click Add Fields to add fields to the report in the Select Report Column section. The Select Report Fields page is displayed.
  8. Specify the Field Name and Field Type and select the required field from the list displayed.
  9. Click Done.
  10. Add the sorting order for the report in the Add/Edit Sorts section.
  11. Select any needed Calculations in the Add/Edit Calculations section.
  12. Set the filters in the Add/Edit Filter section to determine the data displayed in the report.
  13. Click Save.
    Note: You can delete the report using the Delete option which is displayed only after you save the report.
  14. Click Done.

    The options on this page can be used to:

    • Preview the report by clicking the Preview Report option.
    • Download the report by clicking the Download Printable View option.
    • Export the report, using the Export option.
    • Save the same report with different name by specifying another name for the report by clicking the Save As option.
      Note: If a different name is not specified, the word “copy” is automatically added at the end of the existing name of the report.
    • View the charts associated with the report by clicking the View Charts option.