Calendar reports let you view and manage all your events for a given day, week, or month in one place.
Daily, weekly, and monthly views
Manage and report on your events and tasks with daily and weekly views. Switch between daily, weekly, and monthly views via tabs. The last view you used will display by default if you navigate away from the report and come back to it in your browser session.
Manage events in calendar view
Manage your events directly in the calendar view. Double-click to add a new event. In the monthly and weekly views, drag and drop events to change the day. In the weekly and daily views, click and drag the top of the event to change start time or click and drag the bottom of the event to change duration.
Note: Since dragging/resizing updates the field values of the start and end fields selected for the calendar, if either of these fields is not editable (e.g., a formula field), the drag and drop will not be enabled for that calendar report. Drag and drop is also not enabled if the start and end date fields are of different types (e.g., one is a Date field and the other is a DateTime field).
Color-code events so you can tell at a glance what types of upcoming events or tasks you have. In the calendar report builder, add a formula under the new color-coding section. More about color-coding.
Emailed calendar reports will now send a report of the events currently visible to the sender. Calendar report subscription emails will include a report containing all of the events in the month specified by the “Initial month to display” report setting.
Note: Calendar reports will not display on home pages created before the current drag and drop home page builder was launched in 2013. If you cannot view your calendar from your home page, you may need to re-build your home page. Also, if the home page you rebuild is not the default for your app, you will need to go to your Roles settings and re-assign the home page to the appropriate role(s).
Calendar widgets on dashboards
We also support adding the Calendar report to our new dashboards, which you can read more about in the Dashboards article.
There are a few differences to note between the full calendar report and the calendar report widget:
They have a slightly different look and feel.
The calendar widget offers a different set of keyboard navigation options.
The calendar widget does not remember the maximum events per day selection, if any, made on the full report.
You can only drag and drop events on the calendar widget.
The calendar widget supports specific keyboard navigation commands. Though we offer the same functionality for Windows and MacOS users, note that there are slight differences between the keyboard navigation options on these operating systems.