User Manual
User Manual
When a sheet contains Date/Time or Recurring Date fields, you can use the Calendar in Ragic Reports to manage schedules or set periodic reminders. For example, you can manage meeting schedules, client visits, or equipment maintenance reminders.
Note: If you don't see any report options on your sheets, it may be related to your report access rights. For issues with viewing or generating reports, please contact your SYSAdmin to check and adjust the access rights configuration.
In addition to viewing saved reports created by your SYSAdmin in the Reports tab, you can also generate your own reports.
After generating the Calendar, the following page will appear. You can adjust the settings in the top section.
The settings for the Calendar are explained below:
First, select the "Start Date" field and, if needed, the "End Date" field. Then, choose a field to be used as the Title displayed on the Calendar.
Clicking on an event in the Calendar will display detailed information for that record on the right side.
You can also select a Selection field from the sheet (e.g., Selection, Select User, Select Group, Cascaded Selection, Linked Fields, etc.) as the Color code.
It helps users view and differentiate Calendar events.
In addition to the default colors, you can also customize the color of category items. Note: If there are more than "9" items, the default colors will repeat.
In the upper right section, you can choose to view the Calendar in "Day", "Week", or "Month" mode. When using "Day" or "Week" mode, it is recommended to select Date fields that include hours in their format.
Day Mode: Suitable for quickly overviewing tasks for an entire day.
Week Mode: Suitable for viewing weekly work or schedules.
Month Mode: Suitable for planning and arranging tasks or activities that span several days.
For "Day" and "Week" modes, you can adjust the view to either a "12-hour" or "24-hour" clock. Click the gear icon next to it to set the starting day of the week.
After selecting "Day" or "Week" mode, the third row in the upper left corner will appear, allowing you to configure "Time" display settings.
You can choose the time interval as "hourly", "30 minutes", or "15 minutes" and set the start and end times.
When selecting a time interval of "30 minutes" or "15 minutes", an option to Show Hourly Lines will appear on the right. You may check this option to make the Calendar easier to view.
After creating the Calendar, it will automatically display the current date. You can select a chosen date to jump to a specific date, which helps in quickly locating the record.
In addition to regular Date fields, the Calendar also supports Recurring Date fields. When selecting a Recurring Date field, the "End Date" option will not be displayed.
When you select the "End Date" field, you can set "Events lasting x hours or more are considered all-day events". By default, events lasting 24 hours are displayed as all-day events.
For example, in the image above, there is a 7-hour meeting. If you adjust the setting to treat events lasting 6 hours or more as all-day events, the meeting will be displayed as an all-day event at the top of the calendar.
1. No Date Fields: If the sheet does not contain Date fields, the following message will appear when creating the report.
Additionally, if there is only one Date field in the sheet, the "End Date" option will not be available.
2. Displaying Only Time Format in Date Fields: For example, if the date and time are in separate fields and the Time field format shows only HH:mm, the Calendar will not display time correctly.
This field cannot be used as the "Start Date", resulting in all-day events without time-based display.
3. Unable to Select Subtable Fields on the Calendar.
You can use the Printer Friendly option to export reports (calendars cannot be exported as PDF files).
When your sheet has Shared Views or the Fixed Filter applied, you can filter the report based on those views.
You can embed the report into your website or share a link with others.
You can adjust the report’s style settings, including font, font size, boundaries, etc.
