The Meeting Dashboard Report displays an overview of meeting activity in Event Cloud. This dashboard includes the total count of meetings by type, as well as a report listing all scheduled meetings with details on meeting type, time and date, scheduler, and participants.
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Filtering & Exporting
Meeting data can be filtered by type, status, invite status, day, check-in status, participant role, participant name, expert meeting topic, or requester name by selecting these filter options from the right-hand drop-down menus available. Filtered options can be cleared by hovering over the drop-down menu and clicking on the eraser icon that appears next to the menu title.
To export data, hover over the report table and click on the 3 dots icon that appears on the top left corner. Select Export Data, then confirm the report layout you wish to export and click the Export button.
Please see the table below for descriptions of each data column.
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Meeting |
This column populates the Meeting Type selected by the Requester when scheduling the Appointment.
Common Meeting Types include Peer to Peer, Sponsor, and Expert meetings.
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Subject |
This column populates the Meeting Subject. The subject is inputted by the Requester when scheduling the Appointment.
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Status |
This column populates the Meeting Approved, Pending, or Declined status.
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Meeting Time |
This column populates the Meeting date/time. The date/time is selected by the Requester when scheduling the Appointment.
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Location |
This column populates the MeetingLocation.
Virtual Events Depending on the Event Cloud Meeting configuration, this field will display a URL inputted the Requester when scheduling the Appointment. For Meetings using our seamless, native video solution this field will be blank.
In Person This field will reflect the physical event location name.
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Room Capacity |
This column populates the Meeting Room Capacity configured by the Event Cloud Admin when setting up Meeting parameters.
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Requester Name |
The full name of the user requesting the Meeting. |
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Requester Company |
The company name of the user requesting the Meeting. |
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Participant Role |
The Event Cloud role(s) associated to the user invited to the Meeting. |
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Participant Name |
The full name of the user invited to the Meeting. |
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Participant Email |
The email address of the user invited to the Meeting. |
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Invite Status |
The invite status of the user invited to the Meeting (Accepted, Pending, Declined).
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Expert Meeting Topic |
This column displays the Expert Meeting Topics selected by the invitee when requesting an Expert Meeting.
For all other meeting types, this field will be blank.
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Created |
This column displays the date the meeting was requested on the Event Cloud Meetings page.
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Checked In |
This column displays the meeting participation per user.
Virtual Events Yes: The user accepted the Meeting invite. No: The user did not accept the Meeting invite.
In Person Events Yes: The user checked in at the physical location. No: The user did not check in at the physical location.
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