You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
You are viewing the article in preview mode. It is not live at the moment.
We Make Meetings Work.
Home > 1x1 Meetings > Meeting Lists & Reports > Working with the Availability Report
Working with the Availability Report
print icon
The Availability Report gives you quick access to any Attendee or Company’s meeting availability. It’s a helpful tool for program management.

In this article:

Where is it?

The Availability Report is in the Meetings tab:

As with any list in MeetMax, you can shape the data to make it most useful for your needs right now.

Depending on the filters you’re using, you might get a small set of time slots or a very large one. You can always export a large set to spreadsheet format to work with further. Head to the top right corner of the page for that:

  MeetMax also shows you people’s availability throughout the process of requesting and scheduling 1x1 meetings. This report is helpful when you need a more global view.

(Back to top)

Filtering for a single Attendee or Company

With this filter, you can quickly see the full picture of one participant’s current availability.

Step 1. Head to the Meetings tab and choose Availability Report:
Step 2. Let’s filter for one Attendee’s availability. Use either the First or Last filter, and type in all or part of the name:
Now you can see a list of the time slots when this Attendee is available for meetings. It includes every day and time slot of your event, and excludes blackout times and scheduled meetings.
Step 3. Filtering for a Company is the same process. Use the Company filter, and type in all or part of the name:
With this filter, we see a much larger data set. It includes the availability of every Company Rep with this Company.
Need to see a specific Company Rep’s availability? Use the First or Last filter as shown above, and filter for their name.

(Back to top)

Filtering for a user role

If you need a broader picture, you can filter by the role of a participant. This filter often works best when it’s combined with the Company filter.

Step 1. On the Availability Report page, use the Role filter. Choose the role you need to see. In this example, we’ll set the filter for Company Rep. That shows us all Company Reps’ available times:
Step 2. If you don’t need to see availability for all Company Reps with all Companies, you can add a second filter here. Set it for Company and type in the company name:
Step 3. You can now see the available times for all Reps with this Company.
You can also use the Role filter to find the availability of all Attendees from a specific company. Remember, if the report generates a lot of data, you can always export it to a spreadsheet to work with.

(Back to top)

Excluding expired time slots

If you’re working with this report while your event is in progress, you’ll likely want to see only upcoming time slots.

To leave out past time slots, click the checkbox for Exclude expired time slots:

  MeetMax displays the current time here in parentheses, as a reference. It’s based on the time zone you set for your event.

(Back to top)

Including unavailable time slots

Sometimes, you might want to see both scheduled and available times in the same report. In the example below, we want to see the full picture of one Company’s meeting schedule, so we can adjust it to have fewer gaps:

You can use the Include time slots with meetings checkbox with any other combination of filters.

Feedback
0 out of 0 found this helpful

scroll to top icon