TABLE OF CONTENTS

I. Access Meeting Reports

II. Attendance Report

III. Downloads Report

IV. RSVP Report


I. Access Meeting Reports

Meeting Reports are available through the Reports menu, which can only be accessed by Organization Admins (Administrators).

To view Meeting report options:

  1. Click Reports from the main menu panel

  2. Click Meeting reports from the Reports page

II. Attendance Reports

The Meeting Attendance Report provides data regarding member attendance of meetings. There are two downloads available:

  1. Multi-meeting list of attendance includes the following information:

    1. Meeting titles

    2. Date

    3. # Invitees

    4. # Attended

    5. Attendance %

  2. Meeting-specific attendance includes the following information:

    1. First and last name of members invited

    2. Attendance by member

To view and download the Meeting Attendance Report:

  1. Click Reports from the main menu panel

  2. Click Meeting Reports

  3. Select the appropriate options from the top portion of the page

    1. Group

      1. Click the drop-down to select a specific group's meetings— the default is All.

    2. Report

      1. Click the drop-down to select a specific meeting report — the default is Attendance

    3. Time frame

      1. Click 30 Days, 90 Days, Year, or All Time

      2. Year and All are supported for Enterprise and Professional accounts only.

    4. The Meeting Reports page adjusts as each selection is made

  4. Click Download CSV to download the list displayed

    1. The CSV file is saved to the downloads folder on your device

  5. For a report on a specific meeting's attendance

    1. Find the desired meeting in the list and click View

    2. Click Download CSV from the pop-up window

    3. The CSV file is saved to the downloads folder on your device

III. Downloads Report

The Downloads Report provides PDFs of meeting documents. For each meeting, there are three downloads available:

  1. Agenda

    1. A PDF of the meeting Agenda, if the meeting has one

      1. Please refer to Related Articles for more details on agendas

  2. Minutes

    1. A PDF of the meeting Minutes, if the meeting has these

      1. Please refer to Related Articles for more details on Minutes

  3. Summary

    1. A PDF containing

      1. Attendance and RSVPs

      2. The meeting Agenda

      3. The meeting Minutes

      4. Meeting Tasks

To view and download the Downloads Report:

  1. Click Reports from the main menu panel

  2. Click Meeting Reports

  3. Select the appropriate options from the top portion of the page

    1. Group

      1. Click the drop-down to select a specific group's meetings— the default is All.

    2. Report

      1. Click the drop-down to select Downloads — the default is Attendance

    3. Time frame

      1. Click 30 Days, 90 Days, Year, or All Time

      2. Year and All are supported for Enterprise and Professional accounts only.

    4. The Meeting Reports page adjusts as each selection is made

  4. Find the desired meeting in the list and click Download beneath Agenda, Minutes, or Summary

    1. Download only appears for Agenda and Minutes when these documents exist for the meeting specified


IV. RSVP Reports

The RSVP Report provides data regarding RSVPs submitted to meeting invitations for past meetings. There are two downloads available:

  1. Multi-meeting list of RSVPs includes the following information:

    1. Meeting title

    2. Invitation date

    3. # Invitations

    4. # RSVPs

    5. RSVP %

    6. # Yes RSVPs

    7. # No RSVPs

    8. # Maybe RSVPs

    9. # Remote RSVPs

  2. Meeting-specific list includes the following information:

    1. First and last name of invited members

    2. RSVP by member

To view and download the RSVP Report:

  1. Click Reports from the main menu panel

  2. Click Meeting Reports

  3. Select the appropriate options from the top portion of the page

    1. Group

      1. Click the drop-down to select a specific group's meetings— the default is All

    2. Report

      1. Click the drop-down to select RSVP — the default is Attendance

    3. Time frame

      1. Click 30 Days, 90 Days, Year, or All Time

      2. Year and All are supported for Enterprise and Professional accounts only.

    4. The Meeting Reports page adjusts as each selection is made.

  4. Click Download CSV to download the list displayed

    1. The CSV file is saved to the downloads folder on your device

  5. For a report on a specific meeting's RSVPs

    1. Find the desired meeting in the list and click View

    2. Click Download CSV from the pop-up window

    3. The CSV file is saved to the downloads folder on your device


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