Calendar report

The calendar report displays date-driven events in a calendar format and enables you to filter these events by any field value in the table specified.

Controls in the calendar report header let you view the calendar by day, week, month, or year. You can also highlight events based on criteria relevant to the type of information in the report. By default, the calendar report shows the number and short description for each event.

Figure 1. Calendar Report
Note: By default, calendar reports open to the current month unless there is no record for that month. If there is no record for that month, the calendar reports open to the next month that contains a record.

Create a calendar report

Create a calendar report to display date-driven events on a calendar.

Before you begin

Role required: itil, report_group, report_global, report_admin, or admin. To create a meaningful report, you must have the right to access the data you want to report on.

Procedure

  1. Navigate to Reports > Create New.
  2. Fill in the fields, as appropriate.
    Field Description
    Name Unique and descriptive name for your report.
    Description Click the information icon (The information icon) to enter more details on what the report does and its purpose.
    Data Specify the table or report source containing the data set that you want to include in the report. From the first choice list, select Table or Report source. Then select the specific table or predefined data set from the second choice list.
    Type

    Select Calendar.

    Alternatively, click the question mark icon (The question mark icon) to use the report type selector.

    Calendar by Select the date-driven event to display on the calendar. For example, you can show the Planned end date for all the changes scheduled for the month.
    Add Filter Condition Create conditions for filtering data to include in the report. For example, to include only records with priorities of 2- High and 1 - Critical, select [Priority] [less than] [3 - Moderate].
    Add "OR" Clause Select a second condition that must be met if the first condition is invalid. For example, select [Assignment Group] [is] [Database], to include records that are assigned to the Database group if the first condition is false.
    Add Sort Field Select fields to sort data by. For example, to sort results from lowest to highest priority, select [Priority] [z to a].
  3. Click Save. The report is generated.

    Additional report options are available.

What to do next

Add reports to homepages or dashboards, publish to the internet, schedule email distribution of PDFs or URLs of published reports, and share reports with others. See Distribute reports.