View and export meetings report

Managers can view and export the meetings report to analyze team members meeting data, track their progress, and make informed decisions based on the insights gained from the report.

You can export the reports of the entire team, the secondary team, or your direct reports for the following fields:

  • Discussion points completion metrics
  • Participation rate 

Navigate to the Candy Candy box1 Box on the left pane and select Meetings.

  1. Click Overview on the left pane.
  2. On the Team Dashboard, click the drop-down to select a team as required.
  3. On the right, click the drop-down to set the period and scroll to the required field.
View and export meetings report1-1

Let us consider the Discussion points completion metrics field to understand the manager's actions in exporting team members' reports.

  4.   In the Discussion points completion metrics field, click the Hamburger Menu.

  5.   Select the following option as required:

  • Download SVG: It downloads the report in an SVG image format.
  • Download PNG: It downloads the report in a PNG image format.
  • Download CSV: It downloads the report in an Excel sheet.
View and export meetings report2