Reports

Print Meeting Minutes

Clicking on the Print Button Takes you to Meeting Minutes Report for your current Meeting

Meeting Minute Header

 

                                                                                     Report

 

Click on meeting folder

Meeting Grid Folder View

 

Click on the Report Icon Report Shortcut Icon

 

Meeting Report main Frame

The Meetings Report will print out a Historical Set of Reports.

 

Sign In Sheet will show all invitee's to the meeting

 

Meeting Minutes Report will print out the most current set of meeting minutes

 

Meetings Report – Design & Filter Criteria

 

Meetings Report criteria

 

Report Design – Show Grids (with or without lines)

Filters

 By Number

Date From & Date To – will print all meeting minutes to date or you have the option to select a range to print

By Subject – insert subject

By Type – select via drop down box

By Location – insert location

Meeting Folder – select appropriate folder

 

You have the option to Sort Attendees by   Name or by Company

You have the option to select Show Completed Minutes, Show Hidden Minutes

Meetings Report criteria 2

Meeting Minutes Sort By

 

Meeting Minutes Sorting ReportMeeting Minutes Sort By Dropdown

 

                         

Sorting                                                                        

Sort Ascending / Descending by clicking on the green arrows

 None

 Type (New Business / Old Business)

 Category

 Number

 Responsible

 Summary

 

 

 

 

Sign-In Sheet – Design and filters for sign-in sheet

 

Sign in Sheet Print Screen

 

Report Design – Show Grids (with or without lines)

Filters

 By Number

Date From & Date To – will default to the current meeting or you have the option to select a range of dates to print multiple reports

By Subject – insert subject

By Type – select via drop down box

By Location – insert location

Meeting Folder – select appropriate folder

Meeting Minutes Sorting ReportMeeting Minutes Sort By Dropdown

         

Sorting                                                                        

Sort Ascending / Descending

 None

 Type (New Business / Old Business)

 Category

 Number

 Responsible

 Summary

         

Meeting Minute Report –This report will print out the current set of meeting minutes unless a date range is specified to print multiple reports.

Meeting Minutes Report Screen

 

 

Report Design                                                        

Sort Ascending / Descending

 Show Grids (with or without lines)

Filters

Date From / Date To – option to select a date range to print within the current meeting minutes        

 Meetings Folder – select the appropriate meeting folder

Options

 Show Completed – option to show all minutes marked “complete”

 Show Hidden – option to show all minutes that have been “hidden”

 Sort Attendees By – Option to sort attendee list by Name or Company

 

Sorting

 None

 Type (New Business / Old Business

 Category

 Number

 Responsible (party responsible for task)

 Summary