Report: Meeting requests for a single Company
How it’s used:
• This report displays everyone who’s requested meetings with a Company.
• You might share this list with the Company to give them an overview of who wants to meet with them. Maybe this information helps them decide which requests to accept, or maybe it helps them identify names to seek out at a networking activity.
• This list also shows the current status of each request.
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 these columns:
-
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. Now, head to the Filter tab. Add two filters:
- • Set the default Status filter to not equals to, and choose Deleted.
- • Add a filter for Source/Target Company. Add all or part of the company’s name:
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:
Learn more:
