As a Distributor or Venue Administrator, I want to access a list of meetings and their general information. This will help me keep track of the total number of meetings.
Distributor Administrators and Venue Administrators will need to go to a Venue meeting to find the Reports menu (e.g., v2133: Demo Hotel). Under Reports, clicking on “Accounting Activity Report” shows the administrator a table of venue meeting information.
Navigate to Reports > Accounting Activity Report to access a meeting information dashboard. To download the meeting data to a CSV file:
1. Choose one meeting at a time on the left or click the 3 dots and “Select All”.
2. Click “Download Report” (upper right-hand corner)
3. Open the file that was downloaded to your computer.
Best practice fields to help manage and order the meeting data include:
– Property Identifier
– Venue
– Region
– Brand
– Association/company
– Meeting name
– Package
– Opportunity number
– Meeting start date
– Meeting end date
– Creation year
– Creation month
– Creation day
– Created
– LastUpdated (meeting info updated in Meeting setup)