Report: Meeting request ratings
How it’s used:
• If you’re using meeting request ratings for your event, this report gives you a useful overview.
• This report helps you schedule meetings effectively, based on interest levels.
• You can also filter the report to see only requests received by one Company, or all requests with a specific rating.
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.
- Below are the columns we recommend as a starting point. In the Columns menu, you’ll see all of the fields in your request rating form, with the label Source Request.
- You might want to add them all, as we’ve done below, or choose specific ones:
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The Source is the person who requested the meeting. The Target is the person who receives that request. Your event might have slightly different names for these columns. - At this point, you have a detailed (and likely long) report of all meeting requests with their rankings. If you're ready to export or save it, see the sections below.
- Step 3. Alternatively, you might want to narrow things down a bit using the Filter tab.
- For example, you can use the Target Company filter to show requests a single Company has received:
- Or, if you want to look at one of your request rating criteria individually, you can filter for that:
- Remember, you can always use multiple filters at once!
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:
Saving the report
Want to save this report so you can quickly access it later?
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:
