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Reformat the Meeting Role Tally report

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Reformat the Meeting Role Tally report

3 weeks 1 day ago
#97060
Hello,

I just tried to use the Meeting Role Tally report for the first time, and love the fact that it contains counts for both previous roles and future roles! That said, I would like to recommend/request a formatting change. 

The current format has the roles in columns, and the members on rows. So, for a report with one member, there is one row and could be many, many columns. The report I ran contained 53 columns. My request is for the report to be formatted with roles on the rows, and members in the columns. Even if you ran the report for a whole club of 25 members, there would be only 25 columns (rather than 53 or more), and 53 rows, which is easier to read/review. It would also be easier to filter on specific roles.

Thank you for your consideration,
Beth May
President, Frederick Toastmasters (Club 1082)

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Re: Reformat the Meeting Role Tally report

3 weeks 1 day ago - 3 weeks 1 day ago
#97066
Copy and paste the report into excel and you can manipulate it as you need.
Try pulling by member and date instead of all members.
Thank you,

Brian McDonald DTM
Silver and Wiser Online Toastmasters Club #777940

Technical Support Consultant for FreeToastHost
Last edit: 3 weeks 1 day ago by Brian.

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Re: Reformat the Meeting Role Tally report

3 weeks 1 day ago
#97070
The report is an Excel download already. And I already pulled by member: as stated, the downloaded Excel contains one row (for one member) and 53 columns. Of course I can copy/paste/transpose to get it into the format I desire. My suggestion/request is to have that be the default format, because it is likely more useful for most - if not all - users.

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Re: Reformat the Meeting Role Tally report

3 weeks 1 day ago
#97071
Excel has functions to do table rotation, Google and Gemini are your friends.

blog.udemy.com/excel-columns-to-rows/?ut...VYpQs2BoCDfkQAvD_BwE
Thank you,

Brian McDonald DTM
Silver and Wiser Online Toastmasters Club #777940

Technical Support Consultant for FreeToastHost

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Re: Reformat the Meeting Role Tally report

3 weeks 22 hours ago
#97072
I suggest that you take a look at the agenda documentation to see how to use Repeated Roles.  FreeToastHost 3 Support - Editing an agenda
 By using for example *Toastmaster* of the Day, *Toastmaster* of the Night, *Toastmaster* of the Meeting and *Toastmaster* your report will show "Toastmaster" in one column, rather than 4, which is more practical. 
You have 3 columns for VP Membership and 2 for VP Education.  They could be one each, but do you even need them? Presumably they are restricted to your VPM and VPE of the year.  If you switch on "ignore this role in historical reports", it won't take on any space at all. 
he same goes for your Guest Speakers - by changing to *Guest Speaker* - XYZ, etc., you'll drop down to 1 column, if you even need that history. 
You have numerous variations hence columns for *Table Topics Master*. 
Do you need your *Optional Training Session*s to show in 33 columns, or would one column suffice?  

Where you have theme specific names for equivalent roles, use the List of Role / Agenda Item Synonyms for Role Reports available in Agenda Settings - as per the example given there: Toastmaster=Chair=Toastmaster of the Day ("Toastmaster" would be seen in reports.)

If you use the tools available to you, you should be able to reduce your report to a manageable and usable version with no more than about 20 roles.

As VPE this is my favourite and most used report - it works perfectly as it is.  I'm sure you'll love it even more once you've rationalised your role titles 
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