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About Meetings Reports
There are 3 available Meetings Reports that allow users to pull reporting based on the available information held within the Meetings section of the Project. Please note, that reporting is only available for Meetings and is NOT available for Agendas.
The 3 Available Meetings Reports:
Meeting Minutes Report
About the Meeting Minutes Report
The Meeting Minutes Report is the detailed report for Meetings that includes each Meeting Minute and it's details. It can be pulled on single and multiple Meetings at a time.
Filters, Options, & Sorting
Show Grids = Includes gridlines on the PDF Print of the Meeting Minutes Report
Filters
Date From = A date selector that allows the start date to search/filter for a Meeting's created date.
Date To = A date selector that allows the end date to search/filter for a Meeting's created date.
Meetings folder = A dropdown that is populated by the subfolders that have been created within the Meetings section of the Project Management module.
By Text = A text box that can be used to search/filter Meeting Minutes for specific text.
Options
Show Completed = When selected, the PDF print of the Meeting Minutes Report will include Meeting Minutes that are marked as complete.
Show Hidden = When selected, the PDF print of the Meeting Minutes Report will include Meeting Minutes that are marked as hidden.
Sort Attendee's By = A dropdown that is populated with two options: Name and Company. When an option is selected the PDF print of the Meeting Minutes Report will sort the attendees of the Meeting based on the selection.
Include Attachments = When selected, the PDF print of the meeting Minutes Report will include any attachments held to the Meeting(s) that are being included into the report. (Note: This does not include Meeting Minute Attachments)
Sorting
The sorting options at the bottom of the Meeting Minutes Report allows users to control the order in which the information is sorted on the PDF print of the report. The nine sorting options are: None, Meeting Minute, Meeting, Category, Type, Created, Responsible, Completed, Hidden. The Arrows to the right are to toggle the sort between ascending and descending.
Print Specified Meetings (Comma Delimited)
Meetings = A text input field that allows for filter/search of Meeting(s) by meeting number, separated by commas.
Once filters and sorting have been applied, using the Run button will run the filters on the project data and return results for viewing.
Sign in Sheet Report
About the Meeting Sign-in Sheet Report
The Meetings Sign In Sheet Report allows for filtering/sorting the Meetings Sign In Sheet for Meetings. This report can be pulled on single or multiple meetings.
Filters, Options, & Sorting
Show Grids = Includes gridlines on the PDF Print of the Meeting Sign-in Sheet Report
Filters
Date From = A date selector that allows the start date to search/filter for a Meeting's created date.
Date To = A date selector that allows the end date to search/filter for a Meeting's created date.
Meetings folder = A dropdown that is populated by the subfolders that have been created within the Meetings section of the Project Management module.
By Text = A text box that can be used to search/filter Meeting Minutes for specific text.
Options
N/A to the Meetings Sign-in Sheet Report
Sorting
N/A to the Meetings Sign-in Sheet Report
Print Specified Meetings (Comma Delimited)
Meetings = A text input field that allows for filter/search of Meeting(s) by meeting number, separated by commas.
Once filters and sorting have been applied, using the Run button will run the filters on the project data and return results for viewing.
Meetings Report
About the Meetings Report
The Meetings Report is a Summary version of the Meetings on the job. It can be pulled on single and multiple Meetings at a time.
Filters, Options, & Sorting
Use Individual Meetings printout = When selected, will print the meeting print that is generated from within the Meetings section for all of the Meetings contained within search/filter (instead of the Meeting Report)
Show Grids = Includes gridlines on the PDF Print of the Meetings Report.
Filters
By Number = A text input field that allows for filter/search of a Meeting by meeting number
Date From = A date selector that allows the start date to search/filter for a Meeting's created date.
Date To = A date selector that allows the end date to search/filter for a Meeting's created date.
By Subject = A text input field that allows for filter/search for specific Meeting Subject text.
By Type = A dropdown of all of the available Meeting Types that can be assigned to meetings.
By Location = A text input field that allows for filter/search for a specific Meeting Location.
Meetings folder = A dropdown that is populated by the subfolders that have been created within the Meetings section of the Project Management module.
By Text = A text box that can be used to search/filter Meeting Minutes for specific text.
Options
Include Minutes = When selected, the PDF print of report that prints with be the Meeting Minutes Report (it includes the details of each minute)
Include Hidden Minutes = When selected, minutes that are hidden will be included. (This is only if the above include minutes is selected, otherwise no minutes will be printed)
Sort Attendee's By = A dropdown that is populated with two options: Name and Company. When an option is selected the PDF print of the Meeting Minutes Report will sort the attendees of the Meeting based on the selection.
Sorting
The sorting options at the bottom of the Meeting Minutes Report allows users to control the order in which the information is sorted on the PDF print of the report. The nine sorting options are: None, Type, Number, Subject, Location, Confidential.
Once filters and sorting have been applied, using the Run button will run the filters on the project data and return results for viewing.
Viewing the Results
Once the filters are entered, use the Run button to apply the filters to the project information held within the Meetings Section. The preview grid will populate with the results based on the entered filter criteria.
The filtered report can also be printed to a PDF by using the Print icon in the top ribbon.
A copy of the filtered report that was generated using Print can also be sent out via a Project Transmittal by using the Transmit button in the top ribbon and completing the Transmittal
Additional Resources
Hiding and Unhiding Meeting Minutes
Out-of-the-Box Print Example PDFs
If the standard, out-of-the-box print of the report does not meet an organization's need, there is the opportunity to customize any print or report via our Professional Services Group. Submit to support@stratusvue.com a markup of the report with details about customizations or changes. The Report Writers will review the request and advise if the customization request can be completed, the cost, and the turnaround of the customized report.