Spotlight: Calendar Reports

February 2018    Tags: Calendar, PracticeMaster, Reports

Did you know that there are multiple calendar reports that can be printed in PracticeMaster? Different reports provide different ways to view your calendar entries and print them.

Daily Report

The Daily Report can include events, tasks, and/or reminders for the selected users and date range. You can select whether entries are listed by type and then by date, or vice versa, and specify what is appended to the description. This report automatically begins each selected user on a different page.

• View this report here: Daily_Report.pdf

The Daily Report can be accessed via Reports | Daily Report.

Graphical Calendar Report

The Graphical Calendar Report mimics the look of the Daily/Weekly/Monthly Calendar. There are four ways to print the Graphical Calendar Report. Common settings include font, whether to include color, which users to include on the report, and the date range. Additionally, when the Graphical Calendar Report is accessed from the Daily/Weekly/Monthly Calendar, you can select to print a filtered calendar based on the filter selected at the time of printing.

The following selections provide additional options:

• Daily – Additional options include how many days to include per page, start and end time, and time interval.
  • View this report here: Graphical_Cal_Report_Daily.pdf
• Weekly – Additional options include the option to use the Daily Style.
  • View this report here: Graphical_Cal_Report_Weekly.pdf
• Monthly – Additional options include showing exactly one month per page or to specify how many weeks to include per page, and whether or not to include weekends.
  • View this report here: Graphical_Cal_Report_Monthly.pdf
• Agenda – Additional options include whether to limit the report to working hours and whether or not to include weekends.
  • View this report here: Graphical_Cal_Report_Agenda.pdf

The Graphical Calendar Report can be accessed via Reports | Graphical Calendar Report or the  (Print) icon in the Daily/Weekly/Monthly Calendar.

Graphical Task List Report

The Graphical Calendar Task List mimics the look of the Task List and includes the columns selected on the Task List tab of the Calendar Properties (Calendar | Calendar Properties). Options that can be selected include color and which User IDs to include. Additionally, a date range can be specified if Incomplete Tasks for Selected Day is selected on the Task List tab of the Calendar Properties.

• View this report here: Graphical_Task_List_Report.pdf

The Graphical Task List can be accessed via Reports | Graphical Task List or the  (Print) icon in the Task List.

Report Writer

In addition to the ability to create your own reports, Report Writer comes with many pre-defined reports that can be edited, copied, and/or deleted. The following calendar reports are among the reports included.

• Calendar by Due Date (_caldue) – Provides a list of calendar entries sorted by date and includes the time, User ID, type, completion status, description, Client ID, and area of practice. Ranges can be selected for the Client ID, due date, and User ID. The type and whether to print incomplete entries only can also be specified.
  • View this report here: Cal_by_Due_Date.pdf
• Calendar by User (_caluser) – Provides a list of calendar entries sorted by User ID and includes the day of the week, date, time, type, description, Client ID, and area of practice. Ranges can be selected for the Client ID, date, and User ID. The type can also be specified.
  • View this report here: Cal_by_User.pdf
• Client Calendar (_clntcal) – Provides a list of calendar entries sorted by Client ID and includes the date, time, User ID, and description, area of practice, and primary timekeeper. Ranges can be selected for the Client ID, due date, and User ID. The type and whether to print incomplete entries only can also be specified.
  • View this report here: Client_Cal.pdf
• Blank Client ID Calendar Records (_blankid) – Provides a list of calendar entries without an assigned Client ID. This report can be generated for a specified range of due dates.
  • View this report here: Blank_Client_ID_Cal_Records.pdf
• To Do List (Todo_lst) – Provides a list of calendar entries sorted by type and date. You can specify a range of Client IDs, reminder/due dates, and user IDs as well as which calendar types to include on the report.
  • View this report here: To_Do_List.pdf

Report Writer can be accessed via Reports | Report Writer.

For examples of each of these reports, take a look at the PracticeMaster Report Pack.