Personal Calendar

This page describes the Personal Calendar report in the CRM module.


The Personal Calendar report is a list of Calendar Activities. It is similar to the Employee Calendar report but that report has the advantage that you can report on a range of employees or on every employee. On the other hand, you can create Activities directly from the Personal Calendar report using the [New Activity] text link. Invalidated Activities will not be included in the report.

You can produce the Personal Calendar report using two methods:

  1. By clicking (Windows/Mac OS X) or tapping the [Reports] button in the Navigation Centre in the CRM module and double-clicking or tapping 'Personal Calendar' in the resulting list.

  2. By clicking the [Report] button (Windows/Mac OS X) or selecting 'Report' from the Tools menu (with 'wrench' icon) (iOS/Android) in any Calendar view.

Paste Special    Reporting Periods setting, System module
Enter a reporting period: Activities whose Start Dates fall in this period will be shown in the report. To produce a report for a particular day, simply enter the date once and it will be converted to the period format automatically.

Paste Special    Person register, System module and Global User register, Technics module
Enter a Person's Signature to list the Activities recorded, scheduled or carried out by a particular Person. If you list the Activities of another Person, their Private Activities will not be included.

You must specify a Person or a Display Group (in the field below), otherwise the report will be empty.

Display Group
Paste Special    Display Groups setting, System module
If you enter a Display Group here, the report will list the Activities recorded, scheduled or carried out by each Person belonging to that Display Group.
Please refer to the description of the Personal Calendar Report for full details about this report including an example illustration.


Reports in the CRM module:

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