In this article:
- Where is it?
- Activity Change report
- Transportation Change report
- Hotel Change report
- Meeting Change report
Where is it?
Head to the Reports tab. Then choose Change Reports:
There are four types of change reports available in MeetMax:
- Activity: Covers sign-ups for Activities at your event
- Transportation: Covers transportation reservations (if you’re using the Transportation module)
- Hotel: Covers hotel reservation (if you’re using the Hotel module)
- Meetings: Covers scheduled 1x1 meetings
All of these reports download to your computer in Excel format. You can open them in any spreadsheet software.
Activity Change report
This report tracks new Activity reservations and cancellations since the last report.
- Step 1. First, you’ll want to export your current list of Activity sign-ups. It’s the basis for recognizing what’s changed.
Head to the Activities tab. Then choose Attendees:
- Step 2. Head to the top right corner of the page and click Excel. That downloads the current list to your computer. Store this file for future reference:
- Step 3. Now, head to the Reports tab. Choose Change Reports, then Activity:
- Step 4. Click Save Report Snapshot. MeetMax will remind you to download, as you did in the previous steps:
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MeetMax saves this snapshot internally; you won’t have access to it. This is why you needed to download the Activity sign-up list beforehand. - Step 5. After the snapshot saves, you’ll see its date and time on the Change Report page:
- Step 6. At this point, time passes and your team or participants will make changes to Activity sign-ups.
- When you’re ready to see the changes, return to the Activity Change Report page. Click on Download Activity Change Report:
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This report doesn’t track changes in Activity Options. You can always download a new copy of the sign-up list to get the most current data to send to your activity provider. You might want to click Save Report Snapshot again after running this Change Report. That way, you have a new baseline to monitor future changes.
Transportation Change report
This report tracks changes and cancellations in transportation reservations since the last report.
- Step 1. First, you’ll want to export your current list of transportation reservations. It’s the basis for recognizing what’s changed.
- Head to the Transportation tab, then choose Reservations:
- Step 2. Head to the top right corner of the page and click Excel. That downloads the current list to your computer. Store this for future reference:
- Step 3. Next head to the Reports tab. Choose Change Reports, then Transport:
- Step 4. Click Save Report Snapshot. That causes MeetMax to save a copy of the current list, so it can report on changes:
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MeetMax saves this snapshot internally; you won’t have access to it. This is why you needed to download your list of reservations beforehand. - Step 5. After the snapshot saves, you’ll see its date and time on the Change Report page:
- Step 6. At this point, time passes and your team or participants will make changes to transportation reservations.
- When you’re ready to see the changes, return to the Transport Change Report page. Click on Download Transportation Change Report:
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You might want to click Save Report Snapshot again after running this Change Report. That way, you have a new baseline to monitor future changes.
Hotel Change report
This report tracks new hotel reservations and cancellations since the last report.
- Step 1. First, you’ll want to export your current list of hotel reservations. It’s the basis for recognizing what’s changed.
- Head to the Hotels tab. Then choose Reservations:
- Step 2. Head to the top right corner of the page and click Excel. That downloads the current reservations list to your computer. Store this for future reference:
- Step 3. Now, head to the Reports tab. Choose Change Reports, then Hotel:
- Step 4. Click the Save Report Snapshot button. MeetMax will remind you to download, as you did in the previous steps:
-
MeetMax saves this snapshot internally; you won’t have access to it. This is why you needed to download the hotel reservations list beforehand.< - Step 5. After the snapshot saves, you’ll see its date and time on the Change Report page:
- Step 6. At this point, time passes and your team or participants will make changes to hotel reservations.
- When you’re ready to see the changes, return to the Hotel Change Report page. Click on Download Hotel Change Report:
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You might want to click Save Report Snapshot again after running this Change Report. That way, you have a new baseline to monitor future changes.
Meeting Change report
This report tracks:
- New meetings scheduled
- Meetings canceled
- Changes to meeting times and locations
Saving data snapshots
Head to the Reports tab. Choose Change Reports, then Meeting:
The first time you visit this page, you’ll see only the Save Report Snapshot button.
Click that to save the first snapshot of your scheduled meetings:
After that, you’ll see a new drop down menu of your saved snapshots:
You can save a new snapshot at any time. Meetings programs change constantly, so you’ll likely want several of them throughout your event.
Running the report
- Step 1. After you've saved a snapshot, time passes and your team and participants will make changes to scheduled meetings.
- Step 2. When you’re ready to see the changes, head to the Reports tab. Choose Change Reports, then Meeting:
- Step 3. Choose a snapshot date from the menu. MeetMax will measure changes since the date and time of this snapshot:
- Step 4. Once you’ve made a choice, MeetMax automatically downloads the report to your computer.