Calendar Reports

Calendar reports are a collection of Calendar Feed reports. Calendar Feed reports are independent reports that display date-sensitive items in a calendar format.

For example, you are a software manager who manages product lines and you want to visualize how your release schedules align with your key code delivery dates.

Create a new Calendar Feed that displays your upcoming release schedule.
Create a new Calendar Feed that displays your upcoming key code delivery dates.
Create a Calendar report that consumes both of these feeds.

Key Benefits

Enables you to view multiple Calendar Feed reports in a single Calendar view similar to a Multi-View report.
Provides a unified view of all changes and releases for the enterprise.

Content Options

The following sections describe the configuration options available in the Content area for Calendar reports:

Selecting Calendar Feeds

You can add any Calendar Feed report that you have privileges to run to a Calendar report.

To select Calendar Feed reports:

Enter all or part of the name of an existing Calendar Feed report and click the search icon. Matching results appear in the drop-down list.
Click Add to add the Calendar Feed report to your Calendar report. Click Remove to remove the report.
Use the arrows to change the display order of each Calendar Feed.

Selecting the Initial Date and Time Period

Determine the date on which the report should begin, and specify how the calendar should initially display.

To set the initial date and time period:

Provide an Initial Date to start tracking. Click the calendar icon to select a specific date or click the Date/Time Keywords link to select a Date/Time keyword, such as Now or Startof_NextWeek.
Set the Initial Time Period for the calendar to display. This controls whether the calendar initially displays in Days, Weeks, or Months.

Additional Options

The following options are available in the Additional Options area of the Calendar report form.

Footer
Optionally, supply a footer for your report.
Note: The footer renders some common HTML tags such as <i>, <b>, and <font>. However, this means that character entity references such as >, <, ", and & are not encoded in the footer. Therefore, in order to display <Some Text> in the footer, you must send the following encoded sequence: <Some Text>.
Optional HTML Template
This drop-down list contains HTML templates for customizing the look of your report. Provided templates include excellist.htm, which improves the display of Listing report results when they are exported (by right-clicking the report output and then selecting Export to Microsoft Excel), and massselectlist.htm, which provides buttons at the top of the page, enabling you to select or clear the check boxes for all items in the results list. Your administrator can customize report templates, and the templates in the list may or may not apply to the type of report you are creating. Select the template from the drop-down list.

Results

Calendar reports appear in a single frame in the content pane. The Calendar report display depends on which Calendar Feed reports were selected on the report form.

Click on items that appear in the Calendar report to view an item's details. The item appears in a new content pane. After viewing, updating, or transitioning the item, click the X button to return to the original report.

Calendar Report Results

Use the following navigation and display options in the Calendar report:

Click the left arrow to hide the Calendar Feeds pane. Click the right arrow that appears while it is hidden to view the Calendar Feeds pane again.
Use the left and right arrows to shift to the next month, week, or day (depending on which option is currently selected in the Initial Time Period setting that is designated in the Calendar Feed report).
Click Today to view the current day on the calendar.
Click the down arrow next to the current month, week, or day to display a specific date using a calendar.
Click the reload button to refresh the calendar's display. This means if a new item meets the report criteria, it will appear in the report. The current display options are not changed.
Change the calendar view to display by Month, Week, or Day by clicking the corresponding option above the calendar.
The list of Calendar Feeds appears on the left. Use the check box next to the feed name to toggle the display of each feed on or off. For example, if you want to temporarily hide all change requests, clear the check box next to that feed.
Click the feed name to expand or collapse the feed's details.
Use the check box next to each feed event to toggle the display on or off. For example, if your Calendar Feed report displays the Owner field as an event, you can clear the check boxes next to the user names that appear to temporarily hide items that are owned by those users.

In addition:

Hover over a displayed item to view the item's details and the event date span of the item.
In the Month view, a number indicator (like +3 more) appears at the top of days that have additional items that can be viewed. Click the number that appears to switch to the day view and display the entire list. Click Month to return to the month view.
Tip: The number of additional items that are displayed depends on the current size of your browser. For example, if five items are currently displayed and you resize the browser to smaller size, less items are displayed and the indicator for the number of additional items to view increases.
In the Month view, select a cell for a specific day and click Day to view the list of items for that day.
In the Month view, if days from the preceding or following month are displayed, click them to display either the prior month or next month.