Running a Year-at-a-Glance Report
The Year-at-a-Glance Report allows you to quickly produce an extremely condensed calendar that shows events booked in the span of an entire year.
Example of a Year-at-a-Glance Report
To set up and run a Year-at-a-Glance Report:
- Hover over Reports.
- Click Canned Reports.
- Set the start date by either manually typing the date or by using the visual date picker.
- Select the calendars for which you would like to run the report.
- Select the event level for which you would like to run the report, as well as whether you would like sales opportunities included.
- Click Preview.