Working with My Calendar

The My Calendar page overlays the content pane and displays a private calendar view to which you can add one or more Calendar reports.

Note: You must have privileges to create and view Calendar reports in order to add them to the My Calendar view.

To add a Calendar report:

  1. Click the calendar icon (image) located next to your user name in the upper right corner.
  2. Click the Add button. The Add Calendar dialog box opens.
  3. Select an application from the Application drop-down list.
  4. Enter all or part of a Calendar report name, and press Enter or click the search icon.
  5. Select the Calendar report to add. To override the report's existing color scheme, click (Default) and pick a color to use for all events in the report.
    Note: Overriding the color is useful if different colors are used for the same field values in different reports. For example, if active and inactive are different colors in different reports, you can override the default colors and apply a new color to each report to simplify the view.
  6. Click Save.
The selected reports are displayed on your calendar.

My Calendar

Use the following navigation and display options in the My Calendar view:

  1. Click the left arrow to hide the Calendars pane. Click the right arrow that appears while it is hidden to view the Calendars pane again.
  2. 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 report).
  3. Click Today to view the current day on the calendar.
  4. Click the down arrow next to the current month, week, or day to display a specific date using a calendar.
  5. 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.
  6. Change the calendar view to display by Month, Week, or Day by clicking the corresponding option above the calendar.
  7. The list of Calendar reports appears on the left. Use the check box next to the report name to show or hide each report. For example, if you want to temporarily hide all change requests, clear the check box next to that report.

    Click the report name to expand or collapse its details.

  8. Click the edit icon to manage the display for a selected report. For example, you can choose to show only this report, change the color, or remove the report from your calendar.
  9. Use the check box next to each event to toggle the display on or off. For example, if your Calendar 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:

Related Topics

Multi-Calendar Reports

Calendar Reports