Versago calendar reports are a special type of report that allows date-focused reporting in a calendar format. This document describes the specific elements of configuring a report for calendar presentation.

This document is intended for Versago administrators. End-users do not have access to this function. The creation and maintenance of Versago Record Submission Reports may also require knowledge of SQL Select statements.

The following documents contain additional information that may be helpful with understanding these processes.

• Admin Console
• Versago – Reports Configuration Guide

• None

Regular report presentation

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Calendar report presentation of the same information

The calendar presentation supports the display of up to three (3) data elements from the underlying report for each date on the calendar.

Review the “Versago – Reports Configuration” document. The basic process through the “Display” step is the same for record selection reports. Details of the basic setup are not included in this document.

• Click on the Admin link in the profile section of the Versago home page to access the Administration console.
• Reports, Charts and Calendars configuration is found under the Dynamic Content category of the menu.

This basic report configuration process is described in the Reports Configuration document. Any differences are noted below.

• The format selected in the Presentation Form section must be “Calendar.”
• The “Enable Paging” option should not be selected.
• Your report data must include at least one date.

• All options described in the basic configuration are available.

• All options described in the basic configuration are available with the following exceptions:
  • Grouping is not supported
  • Sorting is not supported since it does not make sense in this context
  • Column formats Email, File, and URL are not supported
• Calculated fields can be included in the report but cannot be used in the calendar item
• All the visible columns in the underlying report are displayed in a pop-up “mini-page” when the user clicks on a date item. This pop-up is where things like date formatting, links, etc. are applied. The items appear in the order defined in the “Display” step of the configuration.

This tab is skipped in this setup process.

• See the Calendar Setup section below for detailed information.

• This tab is skipped in this setup process.

• All options described in the basic configuration are available.

• This tab is skipped in this setup process.

There are two elements to the calendar configuration: defining the date or date range data element and defining the data elements to be displayed in the calendar. As noted earlier, all visible report fields are displayed in the pop-up detail mini-page.

Drop-down selections for dates and display details use the value from the “Display Field Name” column in the Display tab of the report setup. Be sure to confirm that your selection is still correct if you change the display field name value.

In the following discussion, “date” can refer to either a date or a date & time.

The calendar can be configured to show a date or a date range representing start and end points.

Time values do not appear in the Month view of the calendar. They only appear on the Week, Day, and List presentations.

In this configuration the selected information is shown on a single date in the calendar.

In this configuration the selected information is shown across all dates in the calendar from the start date to the end date. Note that the display information appears at the beginning of each week where the date range for the item is included.

Up to three data elements from the report can be selected for display on the date marker in the calendar. Each element can have a label, or not, depending on the audience’s expected knowledge of the information. The examples below the selection area show how different combinations will be displayed.

As an example of how this flexibility might be used, if our sample report is titled “Production Order Starts by Item,” we could show the item number without a label since the report title tells the user that the item number is the key. But we might still have a label for the order number and quantity since those values might not be as obvious.

To use time as part of the calendar selection/presentation it must be defined as a SQL data type of time. In SAP Business One, time values are stored as whole numbers (integers). To use these “time” values in a calendar report they must be converted to a SQL time value. The conversion statement needed is shown below.

CAST(LEFT(RIGHT('00' + CAST(TimeValue AS nvarchar),4),2) + ':' + RIGHT(TimeValue,2) AS TIME) AS [ConvTime] 

This converts the numeric value to text (nvarchar), adds leading zeros and the “:” separator, and then converts the whole thing to a SQL Time value.

Using this statement to report both date and time for SAP Business One Activities, the full SQL statement looks like this:

SELECT
t0.Clgcode, t0.CardCode, t0.CntctDate, CAST(LEFT(RIGHT('00' + CAST(t0.cntctTime AS nvarchar),4),2) + ':' + RIGHT(t0.CntctTime,2) AS TIME) AS [ConvTime], t0.Details
FROM OCLG t0