Report: Scheduled meetings

• This report shows all of the meetings currently scheduled for your event.

• You can include as much or little detail of each meeting as you need.

Running the report

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

Step 2. The Active tab shows you all of your event’s meetings, in date/time order. Below each one, you’ll see all the participants:

This page always displays the same columns, but you can add and remove columns for the exported version. See the sections 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 has scheduled:

You might want to change the columns that are included in your exported report.

Step 1. 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.

Or, click Submit to save your changes for this export only.

We recommend this set of columns as a starting point. Depending on your event, you might want to add others:

	Your event might have slightly different names for these columns.
	The Attendee is the person who requested the meeting. The Target is the person/organization who received the request.

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:

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: