Understand timeline report

Understand timeline report for tablet

Timeline report is a date-driven report that allows you to visually present the events that take place within a timeframe. It displays records on an hourly calendar based on the date and date-time field types. The report is equipped with a dynamic display that enables you to switch between weekly and daily records. The efficiency of timeline is best observed on using predefined grouping. It enhances the clarity of the data in this report.

Let's assume that you have many conference rooms in your workplace. You have a room booking application in place. The corresponding timeline report presents the booking details in a Day view. The records have a predefined grouping that is based on the field that captures the names of the rooms. Thus, the records are classified into timelines of bookings of each room. Rooms booked for the day will be displayed including the time span of each booking. 

Views in a timeline report

The day view of a timeline report displays an hourly calendar with records that fall on that day. If the records have a date-time field that traces the duration of the scheduled event, those timeframes are highlighted in the report.

Layouts

Records in a timeline report are references that allow you to quickly grasp the time span of events scheduled for a day. In tablet, the records appear same as day views with the hour calendar in a vertical structure. Selecting a particular record displays the detail view directly.

Actions

Edit, delete, add, print, export, import, duplicate and view record are collectively called actions. The user will be able to perform these predefined actions that are made available at the event of some gesture in the browser, phone, or tablet. Along with these system actions, you will have custom action items that appear as button in the header and the record. Differing from the available default system actions, these are scripted actions created exclusively to meet specific purposes in the report.

Timeline report equips you with searching, filtering, importing, and exporting capabilities.

  • Search enables you to search for specific data within the report
  • Filter feature, which is a predefined option, enables you to narrow down to particular records based on field values that belong in choice or date field types. There is another Custom Filter, which again is predefined but not based on choice fields values. It has predefined criteria that serve as filters. Those records that match the chosen criteria (custom filter) alone will be filtered and displayed
  • Import feature enables you to import records and create your spreadsheet report
  • Export feature enables you to export records in the desired format

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