Calendars

Your comprehensive guide to Claret’s Calendars: set up, manage, and utilize Calendar Definitions to optimize time-related data reporting and aggregation.

Aggregating data across quarters, half years, financial years and other groups of months is a key function within Claret. In order to cater for the ways different companies and regions report, there is the ability to create Calendars.

Calendars are managed on the Master Data > Calendar Definitions and Master Data > Calendars pages.

Calendar Definitions

The first thing you need to do is set up your calendar definitions. These are the definitions for how you wish to group time-related data. For example, if you wish to report across financial years, then you would create an FY calendar definition.

When you access the 'Calendar Definitions' page you will see any existing Calendar definitions listed.

A Calendar Definition has a:

• Name - used to refer to and select the definition in other areas of the app

• Parent - this indicates whether this calendar definition rolls up into another definition. (This is optional)

• Timing interval - together with the interval quantity - shows what the calendar definition represents.

So, in the above, we can see that the FY calendar definition does not have a parent, and has a duration of 1 year. H1 and H2 are then both 6 months long, and have a parent of FY. This represents that a Financial Year (FY) is made up of 2 Half years (H1 and H2).

To add a new Calendar Definition, select the options (ellipses) menu and then select 'Add Calendar Definition'.

The 'Add' modal then appears. Enter the definition data and then select 'Save'.

To edit a Calendar Definition, select the pencil icon beside the corresponding row, edit the details, and select 'Save'.

Calendars

Once definitions have been created, these can then be used to create Calendars.

To create a Calendar, go to the Calendars page and then select the options (ellipses) menu and select 'Add Calendar'.

You will then be asked to give the Calendar a name (for example, FY26).

And then a start and end date for the calendar. For FY26, we will use a start date of 01/01/2026 and an end date of 12/31/2026

Select Save to save the calendar.

We now need to build out the Calendar using the Calendar Definitions. To add a Calendar Definition to a calendar, first ensure the calendar you are working with is selected in the drop down.

Then select the options (ellipses) menu and select 'Add calendar definition to <calendar>'

You can now select the Calendar definition to add, and then select the start and end date to associate with that calendar definition for this Calendar.

Then click 'Add' and you will see the calendar definition associated with your calendar.

Continue to add calendar definitions in the above way until you have built out the calendar you require.

The 'Parent' is determined by the parent set against the Calendar definition itself

Dates against a definition can be changed by simply altering the date in the row.

A Calendar name can be editted by opening the options (ellipses) menu and selecting 'Edit calendar' whilst viewing the calendar.

A Calendar can be deleted by opening the options (ellipses) menu and selecting 'Delete calendar' whilst viewing the calendar. Note this will delete all the associated calendar definitions also.