Assignment Calendars Report

This report shows job assignments in a monthly or weekly calendar format. You can specify, for each assignment, which fields for that assignment are displayed in each date box.

When to use this report

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Steps in this task

  1. Click on the Assignments calendars link from the Reports panel either globally or within a project.
  2. Enter a header and/or a footer to be printed on each page of the report.
  3. Choose the fields to be printed: Start time, Duration, Finish, Job, Job groups, Name, Team name, Delegation, Project, Location, E-mail, Phone, Supervisor, Comments, Volunteer count and Status.
  4. Pick the way to display each volunteer's name: Doe, John A or Doe, J A or Doe, John or John A Doe or J A Doe or John Doe.
  5. Select any number of fields to group the calendar months by. These will serve as page breaks.
  6. Select the calendar style, Weekly view or Monthly view and the font size used in each calendar cell.
  7. Choose first and last assignment dates to show, as well as any filters on assignment start time.
  8. If running this report globally (from outside a project), check Include project assignments to also include assignments made from within projects. Running this report within a project will only include assignments for that project.
  9. Set any jobs and locations filters for your assignments. Note: these filters are not available if you run this report globally and check Include project assignments, since the locations and jobs will vary from project to project.
  10. Choose any filters for assignment status.
  11. Optionally give the report a title.
  12. Click Print to run the report.

Sample monthly view

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Sample weekly view

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