TABLE OF CONTENTS
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:
Click Reports from the main menu panel
Click Meeting reports from the Reports page
Click Report type to drop down options
Click desired report type
Click Run Report
II. Attendance Reports
The Meeting Attendance Report provides data regarding member attendance of meetings. There are two downloads available:
Multi-meeting list of attendance includes the following information:
Meeting titles
Date
# Invitees
# Attended
Attendance %
Meeting-specific attendance includes the following information:
First and last name of members invited
Attendance by member
To view and download the Meeting Attendance Report:
Click Reports from the main menu panel
Click Meeting Reports
Select the appropriate options from the top portion of the page
Click Run Report
Click Download CSV to download the list displayed
The CSV file is saved to the downloads folder on your device
For a report on a specific meeting's attendance
III. Downloads Report
The Downloads Report provides PDFs of meeting documents. For each meeting, there are three downloads available:
Agenda
A PDF of the meeting Agenda, if the meeting has one
Please refer to Related Articles for more details on agendas
Minutes
A PDF of the meeting Minutes, if the meeting has these
Please refer to Related Articles for more details on Minutes
Summary
A PDF containing
Attendance and RSVPs
The meeting Agenda
The meeting Minutes
Meeting Tasks
To view and download the Downloads Report:
Click Reports from the main menu panel
Click Meeting Reports
Select the appropriate options from the top portion of the page
Click Run Report
List matching criteria selected above populates beneath this
Download button is included in entries for meetings which include Agenda, Minutes, or Summary
To sort this list, click arrows next to desired sorting property, from:
Meeting date
Meeting title
Click Download in Agenda, Minutes, or Summary column of entry for desired meeting
IV. RSVP Reports
The RSVP Report provides data regarding RSVPs submitted to meeting invitations for past meetings. There are two downloads available:
Multi-meeting list of RSVPs includes the following information:
Meeting title
Invitation date
# Invitations
# RSVPs
RSVP %
# Yes RSVPs
# No RSVPs
# Maybe RSVPs
# Remote RSVPs
Meeting-specific list includes the following information:
First and last name of invited members
RSVP by member
To view and download the RSVP Report:
Click Reports from the main menu panel
Click Meeting Reports
Select the appropriate options from the top portion of the page
Click Run Report
Multi-meeting list of RSVPs populates beneath this
To sort list, click arrows next to desired sorting properties, from:
Meeting title
Meeting date
# of invitees
RSVP %
# of Yes RSVPs
# of No RSVPs
# of Maybe RSVPs
# of Remote RSVPs
Click Download CSV to download the list displayed
The CSV file is saved to the downloads folder on your device
For a report on a specific meeting's RSVPs
Related Articles
Overview of Reports: learn about reports containing organizational data that administrators can view and download
Step-by-Step Guide to a Meeting Process: this is a guide to help navigate creating, managing, and running a meeting in Boardable
Take Attendance on the Meeting Page: learn how to take attendance on the meeting page and what it is used for
Agenda — Build and Edit: learn how to build an agenda from scratch or from a template, edit items, and move items around
Create Meeting Minutes: learn how to create meeting minutes from the meeting page and from Boardable Spotlight