Report: Companies scheduled to meet with each Attendee
How it’s used:
• This report lists all Attendees who have scheduled meetings, and shows you which Companies they’re meeting with.
• You’ll be able to see which Attendees are taking the most advantage of meeting opportunities, and who hasn’t scheduled many meetings.
In this article:
Running the report
- Step 1. Head to the Meetings tab. Choose Meetings:
- Step 2. Next, we’ll customize the columns of this report. Click the Settings button:
- Head to the Excel Columns tab. Here, you can add and remove columns in this report. Click Submit to save them.
- Below is a good set of columns to use in this report:
- Step 3. Next, you’ll be taken to the Filter tab. Set the filter by Role, and choose Attendee. Click the magnifying glass button:
- Your report is now ready on-screen now. But you’ll likely find it most useful as a spreadsheet.
Exporting the report
To export the 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. Once it’s open, you can sort it by the Attendee Last column.
That’s an easy way to see the list of Target Companies each person will meet with:
