Meetings Report

Learn how to use the Meetings Report to build an exportable table.

The Meetings Report allows you to build a custom table with Meeting details. The Meetings Report can be exported or emailed for more detailed analysis. 

You can access the Meetings Report by going to Reports > Custom Reports > Meetings Report. 

How to Build the Report

Use the filters on the left side of the page to determine which data should be pulled into the report. 

Date Range

Select date range options, including any key dates (if added) or specific school years and Start and End Date.

Hosts 

Select "All Hosts" to see submissions for any meeting, or drill into meetings hosted by a specific leader or group of leaders. The meeting host is the person who started the meeting in Grow. 

Meeting Phases

Filter for Meetings in various stages of completion, commonly: Not Shared, Pre-Work, Started & Completed

Meeting Types

Filter for specific Meeting Types.

Fields to Show

Select all of the fields that you would like to show up as a column header on your report. 

Options

• Include Meeting Content: Toggle this ON to see all of the notes that have been written into the text boxes of meetings. 
• Include Participant Notes: Some meetings allow more than just the host to type in notes. If your meeting template(s) allow for this, toggle this ON to see those notes in your report. 
• Include Archived Users: Search for meetings that involved users who are now archived.

Groups to Include

Decide which groups you would like to pull data for. You can pull for an entire school, multiple schools, and even filter for specific coaching groups. 

Run & Share

Select Run Report to initiate the report. The Data Table will show all data that meets your criteria. 

Share the Report

• Export Table: Click to download this report as a CSV/spreadsheet. Note: This will only download information that is on the current page. 
• Email Report: You can email yourself a CSV/spreadsheet of this report.