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:

  1. Hover over Reports.
  2. Click Canned Reports.

  1. Set the start date by either manually typing the date or by using the visual date picker.

  1. Select the calendars for which you would like to run the report.
  2. Select the event level for which you would like to run the report, as well as whether you would like sales opportunities included.
  3. Click Preview.