User's Manual - Drake Software

Drake Software User’s Manual
Scheduler
Figure 4-12: Calendar Settings section (under Calendars tab)
These features are described with the Scheduler Setup features in Table 4-1 on
page 87. For more information, click the Help icon in the Scheduler.
Calendar
Colors
To change the default colors displayed in the Scheduler calendar:
1. In the Scheduler Setup dialog box, select the Calendars tab. Default colors are
displayed under Colors.
Figure 4-13: Colors section under Calendar tab in Scheduler Setup.
2. Click a color to open the Color dialog box for that color.
3. Select a new color.
4. Click OK. When you change a color, note that the Use custom created colors
button is marked automatically.
To reset the Scheduler to use the default colors, click Use application default colors.
Printing and Exporting Preparer Schedules
Drake allows you to print or export (to an Excel file) preparer schedules for a specified
time range for a specific date or week. Schedules are printed or exported for all
preparers.
NOTE
To print or export a schedule for a specified preparer, see “Creating
Appointment Reports” on page 95.
Printing
The Print feature prints the appointments for the selected date (shown under the Current
Calendar Date). From the Appointment Scheduler toolbar, click Print, select
the starting and ending times, and click OK. Results are displayed in the Report
Viewer, from which you can print or export the data.
NOTE
If the Weekly Calendar tab is selected, the Report Viewer displays all
appointments for the week of the current date.
Exporting
The Export feature sends the data for the selected tab to an Excel spreadsheet. To
export schedule data directly from the Appointment Scheduler, click Export, select
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