Report: All meeting requests with current statuses
How it’s used:
• This report gives you a current snapshot of your 1x1 meetings program.
• For each request, you’ll see if it’s currently Pending, Confirmed, Approved, or Declined.
• You can see if anyone needs a reminder to process the requests they’ve received.
In this article:
Running the report
- Step 1. Head to the Meetings tab. Choose Meeting Requests:
- Step 2. Go to the Columns tab. Here, you can add and remove columns. Click Apply to save the changes.
- We recommend including the columns shown below. Depending on your event, there might be others you’ll want to add:
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Your event might have slightly different names for these columns. The Source is the person who requested the meeting. The Target is the person who receives that request. - Step 3. At this point, you can go to the Filter tab and see the basic report. You might want to export it as a spreadsheet and work more with the data. (See the section below.)
Filter options
You can also use the Filter tool to view subsets of this report. For example:
- Filter by Status: This narrows the report to requests with one status:
- Filter by Target Company: This filter lets you see the requests one Company has received, and how they’re progressing.
- Filter by Source Company: With this filter, you’ll see all requests Attendees from one Company have made:
- Filter by Interest Level: If you’re scheduling meetings from participant requests, you can also filter this report by the Source’s interest level, or by other criteria you’ve added to your request form. That helps you set high-value meetings:
Exporting the report
To export any view of this report in spreadsheet form, head to the top right corner of the page. Click Excel.
You can open the exported file in any spreadsheet software:
Saving the report
This is a good report to run periodically before your event, so you might want to save it as a custom report.
Head to the Custom Report tab. Choose New from the menu.
Then give the report a title, choose whether to share it with your team, and click Save:
