Scheduling Reports

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schedulereports

 

Report

Explanation

Daily View

This will produce a diary style A4 report showing everything in the schedule for the day.

Details View

This will produce details of all schedule events.

Monthly View

This will produce a diary style report showing everything in the schedule for the month.

Weekly View

This will produce a diary style report showing everything in the schedule for the week.

Yearly View

This will produce a diary style report showing everything in the schedule for the year.

 

You can use the Excel icon to produce reports directly to Excel. Permission for use of this is based on report permissions since it accesses the report for the information.

 

excelicon

 

When Excel is selected, it will open spreadsheet windows and populate it with raw data from the selected report. Each report pipeline with be represented in a separate sheet, eg. Job, JobComments, JobStock etc.

 

Further Information

Scheduling Security

Scheduling in the Ribbon

Adding Tasks

General Layout

Grouping and Filters Group

Manage Views

Add a New Task

The Task List

To-Do Tasks

Synchronise with Outlook

Right Click Options