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TOPIC:

Year to Date calendar? 11 months 1 day ago #92839

poppe4
Topic Author
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New Member
Posts: 12
Thank you received: 0

I realize when a member is scheduled for a role you can see now many times they've been scheduled in that role in this year (assuming Calendar year).

Is it possible to get an .xls download that is a listing of year to date, each meeting as a column, each row is a role, and who performed that role for that meeting?

I'd like to see what our year to date role usage has been. That will help with me creating agendas for the next 3-4 months.

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Year to Date calendar? 11 months 1 day ago #92840

Pam
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Posts: 3675
Thank you received: 1111

Have you looked at the Meeting Role Tally report? That does most of what you want. It doesn't drill down to individual meetings, but gives you the total number of times the role has been taken by each member. You can use the default start of year or edit the start date. Documentation here: support.toastmastersclubs.org/doc/item/r...ts-and-signup-sheets

The Forward Planner (Multiple Meeting Signup sheet) provides forward role assignments on a week by week basis

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Year to Date calendar? 11 months 1 day ago #92843

poppe4 Topic Author Offline New Member Posts: 12 Thank you received: 0	Pam, I haven't looked there. But I'm trying to figure out the cadence and how frequently, or recently someone filled a role. Especially for speeches, but also for Toastmaster and evaluator roles.
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Year to Date calendar? 11 months 23 hours ago #92848

Pam Offline Administrator Posts: 3675 Thank you received: 1111	Please look at the existing reports, that is exactly what the role tally report is for.
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Year to Date calendar? 11 months 22 hours ago #92849

poppe4 Topic Author Offline New Member Posts: 12 Thank you received: 0	Not quite on the target. The report shows how many times someone has performed the role in the last year. What I'm looking for is how frequently they've been filling a certain role. i.e. when were their speeches this year? How frequently are their speeches or that they've been serving as Toastmaster.
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Year to Date calendar? 11 months 17 hours ago #92850

Pam Offline Administrator Posts: 3675 Thank you received: 1111	You can adjust the start date for the report if you want the frequency over a shorter/longer period You can check the actual dates for any role for member on the meeting role report
	The topic has been locked.