Schedule reports display data collected from the Schedule workspace. Using schedule reports, you can generate reports for one or more users and their schedule items and events.

Schedule reports provide different types of reports.

Briefing Book
Details of a scheduled item in the calendar of a user.

Schedule Day Report
Items scheduled for a user in a day.

Schedule Week Report
Items scheduled for a user in a week.

Schedule Month Report
Items scheduled for a user in a month.

Generating Briefing Book Reports

The Briefing Book Report generates the details of a schedule item in the Schedule workspace. The schedule item for the contact must be selected in the Schedule workspace to generate the report.

The Briefing Book Report displays:

• The description of the schedule item.
• The location of the schedule item (as applicable).
• The date, start, and end time of the schedule item.
• The contacts assigned to scheduled item.
• The contact or contacts that the schedule item is for.
• Notes for the schedule item.
• Personal information of the contact or contacts in the For field of the schedule item from the Detail tab in the Contacts workspace.
• The interactions of the associated contact or contacts.

To run a Briefing Book Report:

1. Navigate to the Schedule workspace.
2. Select the schedule item you want a report for in the calendar.

3. In the schedule, click the Reports button , and select Briefing Book Report . The Report Parameters dialog opens.

   Info

   Alternatively, right-click and select Briefing Book Report to run the report without specifying report parameters.

4. Specify what additional information you want to appear in the report.
   Display full note
   Include the full notes of the schedule item.
   Show Bio
   Include the Bio information for the contacts associated with the schedule item.
   Show Notes
   Show notes of the contacts associated with this schedule item.
   Show Interactions
   Show the interactions of the contacts associated with the schedule item.
   Show the full note for each interaction
   Include the full note for each interaction.
   Interaction filter options
   Options for interactions filter such as start date, end date, type, and status.
   Report Format
   File format of the report. The options are PDF and RTF.
5. Click Run Report .

The report is generated. In the dialog that opens, you can specify whether you want to save the report or open it immediately.

Schedule Day Reports

The Schedule Day Report is a report of a user's schedule items for a selected day using half-hour increments.

The report displays:

• The status of each schedule item.
• The description of each schedule item.
• The location of each schedule item.
• The users assigned to each schedule item.
• The contacts associated with each schedule item.
• Notes of each schedule item.

Generating Schedule Day Reports for a single user

You can generate a Schedule Day Report for a single user on the Schedule workspace.

To run a Schedule Day Report for a single user:

1. Navigate to the Schedule workspace.
2. In the Schedules zone, select the user you want to run a schedule report for. Make sure no other users are selected.
   If the user does not appear in the Schedules zone, add them as described in Viewing other users' schedules .
3. Select the date you want to report on.
4. In the schedule, click the Reports button , and select Schedule Day Report .
   The Report Parameters dialog opens.
5. Specify what information you want to include in addition to the default information the report generates:
   Work Day
   Start and end time of the work day.
   Report Format
   File format of the report. The options are PDF and RTF.
6. Click Run Report .

The report is generated. In the dialog that opens, you can specify whether you want to save the report or open it immediately.

Generating Schedule Day Reports for multiple users

You can generate a Schedule Day Report for multiple users on the Schedule workspace.

To run a Schedule Day Report for multiple users:

1. Navigate to the Schedule workspace.
2. In the Schedules zone, select the users you want to run a schedule report for.
   If the user does not appear in the Schedules zone, add them as described in Viewing other users' schedules .
3. Select the date you want to report on.
4. In the schedule, click the Reports button , and select Schedule Day Report .
   The Report Parameters dialog opens.
5. Specify information in addition to the default information the report generates:
   Work Day
   Start and end time of the work day.
   Report Format
   File format of the report. The options are PDF and RTF.
6. Click Run Report .

The report is generated. In the dialog that opens, you can specify whether you want to save the report or open it immediately.

Schedule Week Reports

The Schedule Week Report is a report of a user's schedule items in a week in daily increments. You can generate the report for one or more users.

The report displays:

• The start and end time of each schedule item.
• The status of each schedule item.
• The description of each schedule item.
• The contacts assigned to each schedule item.
• The contacts assigned for each schedule item.
• The location of each schedule item.
• Notes of each schedule item.

Generating Schedule Week Reports for a single user

You can generate a Schedule Week Report for a single user on the Schedule workspace.

To run a Schedule Week Report for a single user:

1. Navigate to the Schedule workspace.
2. Select the contact in the Schedules zone. Make sure no other contacts are selected.
   If the user does not appear in the Schedules zone, add them as described in  Viewing other users' schedules .
3. Select the week you want to report on.
4. In the schedule, click the Reports button , and select Schedule Week Report .
   The Report Parameters dialog opens.
5. Specify information in addition to the default information the report generates.
   Start
   Start date of the report.
   End
   End date of the report.
   Work Week Only
   Specify that you only want to include data for the workweek, rather than any data from weekends.
   Report Format
   File format of the report. The options are PDF and RTF.
6. Click Run Report .

The report is generated. In the dialog that opens, you can specify whether you want to save the report or open it immediately.

Generating Schedule Week Reports for multiple users

You can generate a Schedule Week Report for multiple users on the Schedule workspace.

To run a Schedule Week Report for multiple users:

1. Navigate to the Schedule workspace.
2. Select the users in the Schedules zone.
   If the user does not appear in the Schedules zone, add them as described in Viewing other users' schedules.
3. Select the week you want to report on.
4. In the schedule, click the Reports button , and select Schedule Week Report .
   The Report Parameters dialog opens.
5. Specify information in addition to the default information the report generates.
   Start
   Start date of the report.
   End
   End date of the report.
   Work Week Only
   Specify that you only want to include data for the work week, rather than any data from weekends.
   Report Format
   File format of the report. The options are PDF and RTF.
6. Click Run Report .

The report is generated. In the dialog that opens, you can specify whether you want to save the report or open it immediately.

Schedule Month Reports

The Schedule Month Report is a report of a user's schedule items in a month in a calendar view. You can generate the report for one or more users.

The report displays:

• The month and year.
• The selected user.
• The start and end time of each scheduled item.

• The description of each schedule item.

Generating Schedule Month Reports for a single user

You can generate a Schedule Month Report for a single user on the Schedule workspace.

To run a Schedule Month Report for a single user:

1. Navigate to the Schedule workspace.
2. Select the user in the Schedules zone. Make sure no other user is selected.
   If the user does not appear in the Schedules zone, add them as described in Viewing other users' schedules .
3. In the schedule, click the Reports button , and select Schedule Month Report from the list of predefined schedule reports.
   The Report Parameters dialog opens.
4. Specify information in addition to the default information the report generates.
   Start
   Start date of the report.
   End
   End date of the report.
   Report Format
   File format of the report. The options are PDF and RTF.
5. Click Run Report .

The report is generated. In the dialog that opens, you can specify whether you want to save the report or open it immediately.

Generating Schedule Month Reports for multiple users

You can generate a Schedule Month Report for multiple users on the Schedule workspace.

To run a Schedule Month Report for multiple users:

1. Navigate to the Schedule workspace.
2. Select the desired users in the Schedules zone.
   If the user does not appear in the Schedules zone, add them as described in Viewing other users' schedules .
3. In the schedule, click the Reports button , and select Schedule Month Report from the list of predefined schedule reports.
   The Report Parameters dialog opens.
4. Specify information in addition to the default information the report generates.
   Start
   Start date of the report.
   End
   End date of the report.
   Report Format
   File format of the report. The options are PDF and RTF.
5. Click Run Report .

The report is generated. In the dialog that opens, you can specify whether you want to save the report or open it immediately.