vCIOToolbox includes meeting reporting to allow users to quickly see what meetings were conducted for a specific period and to see what meetings are scheduled in the future.
Filters allow you to search by custom period, meeting state, vCIO owner (this needs to be set in the customer profile or on the meeting events), and by customer.
1. Navigate to KAM > Reporting > Meetings to access the report generator.
2. Then select your criteria for generating a report
3. Reports can be exported at the top of the page as .CSV files or PDF reports. (Time Period Example)
Other Report Examples
vCIO Report
State Report
Customer Report
If you have any additional questions you can email support at vCIOToolbox.