Overview of Reports: Calendar vs Bill

How it works

When you create a report, you must choose one report type:

• Calendar report – focused on meetings and events

• Bill report – focused on bills and legislative activity

This choice is permanent. You can edit filters, layout, and scheduling later, but you cannot change the report type after creation.

If you pick the wrong type, you’ll need to create a new report.

Calendar reports

Use a Calendar report when you care about when things are happening.

Calendar reports are built around meetings and events, such as:

• Committee hearings

• Floor sessions

• Calendars and agendas

Each meeting can include one or many bills, depending on the agenda.

Calendar reports are best for:

• Weekly or upcoming hearing calendars

• Client prep for next week’s meetings

• Floor calendars and committee schedules

• Any report where date, time, and location matter

Bill reports

Use a Bill report when you care about what’s happening to bills.

Bill reports are built around individual bills and their details, such as:

• Status and legislative progress

• Latest action dates

• Sponsors and committees

• Your team’s tracking data (priority, position, assignee, labels)

Bill reports are best for:

• Weekly or biweekly status updates

• Tracking priority bills across a session

• “What moved in the last X days” reports

• Internal or client-facing bill summaries

Key differences at a glance

Important limitations to know

• You cannot switch a report between Calendar and Bill after it’s created.

• If you’re unsure, ask yourself:

  • Am I organizing this by meeting or by bill?

• When in doubt:

  • Choose Calendar for scheduling and prep

  • Choose Bill for tracking and analysis

Common questions

Can I include bills in a calendar report?
Yes. Calendar reports show bills attached to meetings, but the meeting is always the primary unit.

Can I include meetings in a bill report?
No. Bill reports focus on bills only and do not include meeting schedules.

What if I picked the wrong report type?
Create a new report with the correct type. Filters and layouts can’t be transferred between report types.