In this article:

• Where is it?
• Who’s on the Company List?
• Adding, removing, and reordering columns
• Sorting and filtering Companies
• Creating custom reports
• Exporting from the Company List

Where is it?

The Company List is in the Companies tab:

The list appears as soon as you’ve added or imported some Companies to MeetMax.

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Who’s on the Company List?

As each Company registers to attend your event, they appear on the Company List. The list automatically updates with new registrations.

This list contains only the organizational registrations for participating Companies. Each of these records has one or more main company contacts associated with it.

Company Reps, on the other hand, appear on your Attendee List.

In this article, we’ll cover the basics of working with Company List data. See the links at the bottom of the article for even more useful things you can do.

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Adding, removing, and reordering columns

Head to the Company List page. The default view contains some of the available details, but you'll be adding and removing data throughout your event. You can reshape the list any time, to reflect exactly what you need.

Click on the Columns tab. There, you can add new columns to the list, or remove some. Be sure to click the Apply button afterward:

Need to change the order of columns? Click on any column name to highlight it. Then use the arrows to move it up or down. Click Apply to save:

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Sorting and filtering Companies

When you have a large Company List, you’ll need ways to locate specific organizations quickly.

Sorting links

Look at the titles on each column. Some of them are links.

Click on any of these, and that sorts the whole list by that column. Click again to switch between ascending and descending order:

Filter tab

In the Filter tab, you can narrow down the display using a variety of criteria.

The default filter, Company, narrows the list by company name. You can type in a whole name or part of it:

You can filter even further. Click the + button to add another criteria:

Need to remove a filter? There are two ways:

• Click the X button to remove one filter
• Click Clear to clear all current filters

Other standard Company filters

You can also use the Filter menu to choose filters related to 1x1 meetings. These come in handy as you’re building your meeting schedule and matching Companies with Attendees:

Here are some of the most-used filters:

• With Confirmed Meetings: Companies that have meetings assigned
• Without Confirmed Meetings: Companies that have no meetings assigned
• With Requests: Companies that have received meeting requests
• Without Requests: Companies that haven’t received any meeting requests
• With Company Reps: Companies that have added their Company Reps
• Without Company Reps: Companies that haven’t yet added Company Reps
• Meeting Changes Since Last Email: Companies whose meeting schedules have changed since you last emailed them
• With Document Uploaded: Companies that have uploaded files to MeetMax
• Without Document Uploaded: Companies that haven’t uploaded any files
• With Availability: Companies that have available time for meetings
• Without Availability: Companies that have no available time for meetings

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Creating custom reports

If you’ve created a Company List view that you’ll want to access later, you can use the Custom Report tab to save it:

For any event, you'll have specific data you need to reference continually. You can create as many reports as you need.

Once you’ve saved some custom reports, you can access them from the Company List any time.

Head to the top right corner of the list and click the Load Report menu. You’ll see your custom reports there, along with a few commonly-used default reports:

When you’re ready to switch back to the main view, use this menu to choose Standard Layout.

• Learn more about creating reports from the Company List here.
• Here are some other useful reports to create.

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Exporting from the Company List

You can export any Company List view in spreadsheet format. The export will contain only the data in your current filter/sort.

Head to the top right corner of the page. Choose Bulk Actions, then Excel:

You can open the exported file in any spreadsheet software.

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What’s Next?

Now that you’re familiar with using the Company List, you can:

• Add, delete, and edit Companies
• Batch email a group of Companies
• Print Company schedules
• Create custom reports