Create a calendar report in the Report Designer

Calendar reports

Calendar reports display date-driven events on a calendar.

Figure 1. Calendar report

You can highlight calendar events by relevant criteria such as priority, status, or escalation. Events that have no end date have a duration of one hour.

Limitations

  • Calendar reports with an updated look-and-feel are not supported in Internet Explorer 8, which displays an older version of calendars.
  • Events that started more than 30 days before the first day visible on a calendar are not displayed on the calendar. For example, if you select Year, then the calendar includes events that start between December 1 of the previous year and December 31 of the current year.
  • To view more or fewer days, edit the glide.report.calendar.max_days_back property. See Reporting properties.
    Note: Performance may degrade if this value is too large.

Create a calendar report in the Report Designer

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.

About this task

This task refers to the Jakarta release under UI15 and UI16. If you are using an earlier UI or the Classic UI for creating reports, follow the instructions in the Helsinki documentation instead: Report types and creation details.

Procedure

  1. Navigate to Reports > Create New.
  2. On the Data tab, give the report a name that reflects the information being grouped.
  3. Select the source for the report:
    OptionDescription
    Data source A table with filters applied to provide a single source of information for all users.
    Table The raw data from a table with no filters applied.
    External import Choose an existing imported report source, or click the Upload icon (Upload icon) to import a new file. See Create a report from an imported Microsoft Excel document
  4. Click Next.
  5. On the Type tab, select Calendar in the Other section and click Next.

    A preliminary version of the report is displayed. To view the updated report at any time, click Run.

  6. On the Configure tab, fill in the following fields and click Next.
    Field Description
    Event to display The date-driven event to display on the calendar. This list contains fields that are in the date/time format in the data source or source table.
  7. (Optional) To limit the information displayed in the report, click the filter icon (filter icon) and select conditions to filter the report data.
    For more details on how conditions are constructed, see Condition builder.
  8. Click Save.
    The report is generated.

What to do next

  • To enter a description of the report, click the Report info icon (Report info icon).
  • To share the report, click the sharing icon (Sharing icon) to open the Sharing menu. On this menu, you can set visibility and schedules, add the report to a dashboard, and publish the report to the web. For more information, see Share a report – Report Designer.
  • To export a calendar report to PDF:
    1. Click the sharing icon (Sharing icon) and select Publish.
    2. Click the link icon (link icon) to copy the report link and open the link in a browser.
    3. Select Click to Print and choose PDF output from your printer options.
  • Change highlighting of calendar report events.
  • Configure how calendar entries look

Disable new calendar reports

To use the version of calendars from releases prior to Helsinki, disable the new calendar version. Reasons to use the old calendar include having scripts that are incompatible with the new calendar and preference for the style of the older calendar. The updated calendar is also not supported in Internet Explorer versions 7 and 8.

Before you begin

Role required: report_admin or admin

Procedure

  1. Navigate to Reports > Administration > Properties.
  2. Add the glide.report.new_calendar system property, and set it to false.
    See Reporting properties.
    Note:

    If this system property is set to true, it is supported only in the classic UI. Click Switch to classic UI in the report designer.