Accessing the Report

From the Form Selection Toolbar on the far left side of the screen, select the ‘Case’ tab and the ‘Reports’ link from the Case sub-menu beneath the tabs on the far left side of the screen and then on ‘Calendar Appointments Report’ from the drop-down list, which invokes the Parameters for Calendar Appointment Report screen (shown below).

Generating the Report

From the Parameters for Calendar Appointment Report screen, populate the following fields:

• Report Format:  Select either ‘Landscape – With More Details’ or ‘Portrait – Key Information Only’ via the radio buttons.
• Trustee:  Select the Trustee number or ‘-All-‘.
• Case Selection:  Select ‘Specific Case’, ‘All Cases’, ‘Personal (No Case)’ or ‘All Cases and Personal’ via the radio buttons.
• Case:  This filed is only functional if ‘Specific Case’ is selected from the ‘Case Selection’ menu directly above within the screenshot.  If so, select the appropriate case number from the drop-down box.
• Appt Date Range:  Enter the date range for appointment dates.
• User:  Select a specific user from the drop-down menu or ‘-All Users-‘.
• Include Private Appointments:  Select this checkbox if you wish to include private appointments in your report.
• Include Notes:  Select this checkbox if you wish to add any notes..
• Sort By 1 and Sort By 2:  Select the appropriate option(s) from the drop-down menu(s).
• Page Break:  Select this checkbox if you would like to include a page break between cases in your report.

Printing the Report

From the Parameters for Calendar Appointment Report screen, select from the following options:

• Preview:  Selecting this button enables you to view before printing.
• Print:  Selecting this button sends the report to the default printer.
• To PDF:  This button prints the report to PDF and saves a copy to Document Management.
• Cancel:  This button undoes any changes and cancels the print job.
• Save Defaults:  This button sets the current field selections as the default each time this report is accessed.