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Outlook Table Reports
You create a new Table View–either from scratch or by copying an existing View–from the Manage All Views screen.
- Click on the View tab on the Ribbon menu at the top of the screen.
- Click on the Change Views button to display the Change Views menu screen.
- Click on Manage Views.
The Manage All Views screen will be displayed, showing a list of all existing views. From that screen you can create a new View, copy and modify an existing view or configure an existing view (by clicking the Modify button).
Opening and Switching a View
You can change views quickly by clicking the View Icons that appear when you click the change view button.
Locating Advanced View Settings: Accessing Configuration Settings
Once you created your report, if you want to make changes, click the Modify button to open the Advanced View Settings Screen.
Creating and Saving a New Calendar View
As a first step, you will create a new Calendar view, called a Table view. You have two ways to create a new Table View report:
- Create a Table View from scratch based upon the Table view template included with Outlook.
- Copy an existing table view report and change its configuration settings.
Create and Name a New View
- Open the Manage All Views screen by selecting Manage Views from Change View dropdown list.
- Click the New button to display the Create a New View dialog.
- Make sure Table is selected in the Type of view list and enter a descriptive name for the view, such as Two Week Firmwide Calendar.
- Click OK when you are done.
The Advanced View Setting screen will appear. Click OK. You will be returned to the Manage all Views screen, where you will see your report displayed in the list of all views that have been defined.
Choose, Order and Size Columns for the Your New Table View
A Table Report consists of a table with columns and rows. A column displays a portion of the information relating to an event, such as the date or event description. You will need to choose columns representing the information you want to see and adjust the size of the columns so that you can see enough of each piece of information.
- Which Columns You Should Choose for Your Report. A list of the columns that display DCO event information.
- Selecting the Columns to Place on the Table Report. The mechanics of placing event information on the columns of the table on which the report is based.
- Adjusting the Width and Re-ordering Columns. How to change the width of a column so that event information is fully displayed.
Which Columns Should You Choose
Once you have created and named your Table View report, you will need to select the columns of data that will be displayed in the report in columns.
Select the Columns to Place on the Table Report
- Open Advanced View Settings for the Report.
- To Add and Remove Columns, select the field you wish to add from the left or remove from the right and then click the Add or Remove button accordingly.
The Subject column should be in the list by default and need not be removed, unless you are replacing it with a combination of the CaseName and JurisdictionDescription fields.
Adding CalendarRules columns to your report. To locate fields specific to DCO, select “User-defined fields” from the filter drop-down list. Once selected, you will see JurisdictionDescription and ShortName, as well as other fields specific to DCO, in the list of available columns in the left panel.
Other relevant fields that are not already displayed may be found by choosing the All Appointment fields filter. If your report was opened at the time you made these changes, you will see the changes on the screen.
Adjusting the Width and Re-ordering Columns
You can use your mouse pointer to “drag” columns to the correct width and to drag them into a different position.
How To Configure the Width of the Columns in Your Table Report
- On the column heading row, move slowly and carefully to the right border of the field you want to resize until you see the field grab-bar appear.
- At that point, click and hold the left mouse button until you see vertical lines appear marking the right and left margins of the column. Then, while still holding down the mouse button, drag the column marker to the right or left until the column is the desired width and release the mouse button.
How to Switch Columns Already on the Column Heading Bar
If you need to switch the columns that you selected for the Table, you can move them around by dragging them to a different position on the column heading bar.
- On the column heading row, move your mouse pointer anywhere on the header for the column you want to move, then click on it using your left mouse button and hold it down. The column with turn a darker shade of the gray, indicating the you have selected it.
- While still holding down the mouse button, drag the column heading to the location where you want to move it. When you drag the column heading, it will turn black. As you move along the heading bar, you will see two opposing red arrows appear at the border between the columns.
- When the pointer appears where you want to re-locate the column, release the mouse button. The column will move and the left side of the column heading will be lined up to where the arrow was pointing.