On the Dashboards tab, you can generate various reports with information on your organization's use of MeetingBooster. The reports make it easier for the administrator (and organization management) to keep track of meeting statistics in the organization. Among other things, the dashboard reports make it possible to answer questions such as the following:
How much time is actually being spent in meetings 
 by all users, and who spends the most time?
What is the actual man hour cost of meetings 
 in the organization?
What do attendees think of the meetings?
Are tasks and meetings being executed on time?
How can meetings be handled more efficiently?
 You only have access to the Dashboards 
 tab if your security roles allow this. For more information, see "Understanding security roles" 
 and "Managing security roles".

The reports are grouped into five categories:
Meeting reports providing user attendance 
 and absence statistics for meetings, preparation and contribution information 
 and meeting cost information. For more information, see "Using 
 meeting reports".
Task reports providing information 
 on tasks. For more information, see "Using 
 task reports".
Feedback reports summarizing user 
 feedback on meetings. For more information, see "Using 
 feedback reports".
Performance 
 reports summarizing the overall 
 meeting performance in the organization. For more information, see "Using 
 performance reports".
Opportunity 
 reports identifying ways to improve meeting efficiency and lower 
 meeting costs in the organization. For more information, see "Using 
 opportunity reports".
 
 Dashboard reports provide useful data but do not necessarily tell the 
 whole story. For example, an attendee could be a great asset in a meeting 
 and still come up short in a dashboard report if the attendee's contributions 
 were not recorded as notes, and some meeting data such as feedback ratings 
 by their very nature are subjective. It is recommended to use common sense 
 when reviewing and acting on dashboard reports.
 For many 
 reports, you can adjust the default weighting (relative importance) of 
 the parameters that contribute to the report, and you can adjust the default 
 company goals used in many report calculations. If one or more such adjustments 
 are necessary, you should carry them out before generating the report. 
 For more information on adjusting these default values, see "Managing dashboard settings". 
 For more information on company goals, see "Understanding 
 indexes, averages and goals" below.
Click 
 the Dashboards tab.
Click 
 the name of the report you would like to generate in the menu.
You can also click a report category in the main window to generate the first report in that category.
The report is displayed using default settings.
(Optional) 
 Select the data that the report should be based on.
The report is automatically updated as you select data. See "Selecting and filtering data for reports" below.
(Optional) 
 Click Print 
 
  to save a PDF version of the finished report to your computer.
You cannot create PDF versions of opportunity reports, but you can email them directly to one or more recipients. For more information, see "Using opportunity reports".
All reports except opportunity reports contain a chart visualizing the report results. In addition, all reports contain a result table below the chart showing all data for the selected users or meetings.

Each column of data in the result table shows a metric for the report. Metrics include simple data (for example, the number of meetings a user has participated in) and indexes calculated on the basis of data or other indexes.
The overall result for each metric is shown in the All row at the top of the result table; if relevant, the average or goal used when calculating the metric is shown underneath the overall result, along with any deviation from that average or goal.
Hover 
 the mouse pointer over each column heading to see a tooltip explaining 
 each metric.
If relevant, the tooltip explains how the metric is calculated. For more details on this, see "Metric calculations".

Indexes, averages and goals are explained in more detail under "Understanding indexes, averages and goals" below.
Filter items in the table using the Search field. You can also select 
 how many items should be displayed per page.
Click the arrows below the table to navigate 
 between pages of results (if applicable).

For most reports, you can select which metric should be displayed in the chart:
Click Metric 
 at the top of the chart, and select which metric you want to see.

 Only the selected metric is displayed in 
 the chart, but all metrics are displayed in the result table.
You can select which users or meetings the report should be based on and indicate a date range for the report.
Once you have selected the data that the report should be based on, MeetingBooster remembers your selection until you log out of the system. This means that you can generate several different reports using the same set of data without having to specify the data every time you select a new report. For example, you could generate an Absence report, selecting which users and dates the report should cover, and then generate an Accountability report and a Blind Spots report for the same users and dates without having to select them again. The only two exceptions are the Meeting Performance and Meeting Series Performance reports where you select meetings or meeting series instead of users.
 
 Always make sure 
 that the report covers exactly the dates you require and that it is based 
 on the users or meetings you need. Even minor adjustments to the report 
 data can significantly change the report findings.
You can specify which users in the organization should be included in the report. Only users that fulfil the criteria you set here are included.
Click 
 the View drop-down.

In 
 the dialog that opens, do one of the following:
Select View 
 by choosing user names, click the selection button 
 
 and select the users wanted to generate a report based on specific users. 
 In the dialog that opens, you can specify the user name in the Add 
 User field. As soon as you start typing, user names that match 
 your search text are shown. You can also select a user from your most 
 used or recently used users.
Select 
 View direct reports for user, 
 click the selection button 
 and select the 
 user wanted to generate a report based on that user's direct reports.
Select 
 View all reports for user, click 
 the selection button 
 and select the user wanted to 
 generate a report based on that user's direct reports and all other users 
 below the selected user.
Select 
 View by choosing user labels to 
 filter users for the report by user labels, and select a user label and 
 a value to filter by. You can add more user labels for filtering by clicking 
 Add New 
.
 You can only select 
 user labels that have been enabled for filtering. For more information, 
 see "Working 
 with user labels".
Select View 
 project names, click the 
 selection button 
 
 and select the project(s) wanted to generate a report based on the members 
 of one or more specific projects.
(Task 
 reports only) Click the Priority 
 selection button 
 
 to filter the tasks included in the report by task priority.
Click Clear Filter 
 to clear all filter criteria.
For the Meeting Performance and Meeting Series Performance reports, you select meetings or meeting series instead of users when you click View. For these two reports, the filter options dialog only contains one criterion, but otherwise the selection method is the same as described above. For more information on the Meeting Performance and Meeting Series Performance reports, see "Using performance reports".
You can specify a date range that the report should cover.
Click 
 the date range drop-down list, and then do one of the following:

Select 
 Last 30 days, Last 
 Month, Last Quarter, Last Year or Year 
 to date to generate a report for that date range.
Select 
 Custom to open the date range 
 selector and enter a start date and end date manually.

Select custom start and end dates by doing one of the following:
Selecting the desired dates in the calendar 
 view to the left
Entering the desired dates in the date fields 
 to the right
 You can also 
 click the arrow buttons 
  next to 
 the date range selector to increase or decrease the date range selected 
 by one month.
The metrics include various types of index, for example an attendance index (in the Attendance report) and an absence index (in the Absence report). These indexes show the performance of the selected users or meetings compared to the company average or company goal.
The 
 company average for an index is 
 calculated automatically from MeetingBooster statistics for the entire 
 organization for a set period prior to the reporting date. For example, 
 if the organization has 50 users who spend a total of 200 hours of their 
 time in MeetingBooster meetings in the defined period, the company average 
 for meeting attendance is 4 hours for that period.
The company 
 goal for an index is defined manually. For example, you can define 
 that meetings in your organization must cover 3 agenda topics per hour, 
 or that discussions or decisions must be recorded for at least 50% of 
 all agenda topics or sub-topics during the meeting. These values become 
 company goals that all meetings in your organization are measured by in 
 the relevant dashboard reports.
No matter whether an index uses the company average or a company goal, that average or goal is defined as index 100. Values below 100 in a report therefore indicate that the user or meeting is below average, or does not meet the company goal, and values above 100 indicate that the user or meeting is above average, or exceeds the company goal. Example: If a user scores 67 on the Attendance Index in the Attendance report (which uses the company average for comparison), this means that the user has attended less meetings than the company average. For more details on index and other metric calculations, see "Metric calculations".
 You can set the period from which the 
 company average is calculated, and set all company goals, in the Admin 
 section. For more information, see "Managing 
 dashboard settings".