Whenever a user designs a Calendar report, some settings are already in place, even before the Report Builder opens. If you're an app administrator who likes Calendar reports set a certain way, you can customize the default settings that appear automatically when a user creates a new calendar report. It's a way to give users a head start and lead them in the right direction.
As you just read, it saves your users some time, but there's another feature that creation of a calendar default offers users. If you have a default calendar in place, you and your users can instantly convert any regular table report into a calendar. When a calendar default exists for a table, a table report's More menu features the option to view that report as a calendar.
Choose a table from the Table bar, click SETTINGS on the Page bar, then click Reports & charts.
Choose Reporting defaults > Default calendar settings from the menu on the Page bar.
Tell QuickBase what to show on the Calendar.
Use controls in the Calendar Entries section to design the events that appear on your calendar. You can:
Show one-day events – If your calendar shows events that take place in less than a day—like meetings, for instance—make a selection in the Base the calendar on dropdown. Select the date field that schedules the event.
Show longer durations by selecting an End date – If you want to show events that stretch over many days, like tasks or projects, you must tell QuickBase which date fields bookend each event. Set the beginning by selecting the field that marks the start from the Base the calendar on dropdown. Then, within the End date dropdown, tell QuickBase which date field marks the finish of the event.
Select fields to display – What information do viewers need to know about each event? In the Each day displays section, you can select up to three fields. The values of these fields display for each record, but the report's Maximum characters per entry setting may truncate these entries (see below).
Allow adding new records – Select the Allow new records to be created from each calendar day checkbox, and your users can add records directly from the calendar report. The "button" in question is really more of a link. It appears in the upper right corner of each date's box.
Note: If the calendar report you create is based on a built-in Date field, like Date Created or Date Modified, you cannot select this option.
Set display options.
Some additional options set the display and behavior of event records. You can:
Use the Display calendar items as dropdown to choose how to display each record in the calendar:
text only – This option makes your report most like a paper calendar. The record won't display as a link, but you'll retain the tooltip feature that appears when viewers mouse over linked records.
a link to edit the record – Selecting this option displays the event as a hyperlink. When clicked, the link opens the record in edit mode.
a link to display the record – This is QuickBase's automatic setting. This display mode shows the item as a hyperlink which opens the record in view mode.
Tip: If your table contains a URL field that you're fond of, you can display that instead. To display a URL field on your calendar as a hyperlink to its destination, make sure the URL field is the only field displayed on your calendar. From the Display calendar items as dropdown, select text only.
Set the maximum entries per day – If you have a lot of records to cram into each date on your calendar, you may want to put a cap on the number that should appear. When you do, QuickBase displays a more... link at the bottom of the list so viewers know that there's more to the story.
Set the maximum characters per entry – Use this box to enter the maximum length of the record description. If the description is truncated, the user can hover the mouse over any record to get more information. (Show me.)
Show weekends – Turn the Weekends checkbox on to show Saturdays and Sundays. Turn it off to hide weekends. You can also show and hide weekends directly from the Calendar report itself.
Click Save on the Page bar.
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