How it’s used:

• This report gives you a post-event summary. You can export it as a spreadsheet to save in your own archive.

• You can also customize the data that exports, so you could create multiple, focused archives of your event.

In this article:

• Running the report
• Exporting the report
• Saving the report

Running the report

Step 1. Head to the Meetings tab. Choose Meetings:

Step 2. On the Meetings page, the default view shows you all of your event’s meetings, in date/time order. Below each one, you’ll see all the participants.

You can export this default page as a spreadsheet. (See the Export section below)

Step 3. If you want to see or export subsets of this data, use the Filter tool. There’s a wide range of ways to filter the list.

As an example, we’ll filter this list to see the meetings a single Company was involved in:

You can use multiple filters together, just as you would on any MeetMax List page.

Customizing the report’s export format

Step 1. You might want to customize the columns that are included in your exported report. Click on the Settings button to get started:

Step 2. In the Settings box, click on the Excel Columns tab.

You can add and remove columns here, just like you would on any other MeetMax List page:

If you want future exports to have this format, click the Set as Default box. Click Submit to save your changes.

We recommend including the set of columns below. Depending on your event, you might want to add others:

Your event might have slightly different names for these columns.

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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

If you like, you can save this report to access later. Keep in mind that if you aren’t subscribed to our Data Archive service, your event data and this report would be deleted 15 months after your event.

Step 1. Click the Settings button:

Step 2. Click on the Excel Custom Report tab. Use the menu to choose New.

Step 3. Give your report a title, choose whether to share it with your team, and then click Submit:

Learn more:

• Working with the Meetings List
• Accessing your custom reports
• Meeting Summary report: an overview chart