Role reports and signup sheets

Written by Jane Atkinson on . Posted in Documentation

Accessing meeting reports

To access reports, click on the Report icon (circled).


Meeting report icon

 

Use the pull-down menu to select the type of report you wish to run.


Report type listing

 

Select the date range. The default is the current Toastmasters year. If you are the admin or an officer with agenda access, select the name (or "all").

 

Report settings

 

Clicking on the run/download button will create a file for downloading, if it's a spreadsheet report, or it will create a new page in your browser which you can then print.

 

Who can access reports?

Admin and officers with agenda access rights can access everyone's role reports.

Individual members can access their own information and no one else's.

 

Printing signup sheets

This allows you to print a page with roles down the left-hand side and future meeting dates across the top.

To access it, click on the clipboard icon in the agenda button bar.

 

It will open a new page in your browser with the printing dialogue box open.

The next five meetings are shown.

Members who have already signed up will have their names included on the sheet.

 

You can also access an Excel version by clicking on the "Click here for legacy XLS version" link at the top right of the page. You will then have the choice of downloading or opening the Excel version.

Note that the Excel version has a different layout from the other (HTML) version. All entries are organised down the left-hand side of the sheet.