Reports

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Print Meeting Minutes

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

Meeting Minute Header

Meetings Folder

                                                                                    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