Meetings Reports

Who can use this feature?

Available on All Products or Routing & Scheduling

Available to Admins or Workspace Managers

The Meetings Reports and Events History panels are the go-to place for admins to check information on all meetings booked across the Demand Conversion Platform.

They can check the number of meetings scheduled, canceled, rescheduled, no-shows, their CRM Events status (if applicable), and also by whom and when these actions are performed. Admins can also reassign, cancel meetings, and retry failed CRM Events, if needed.

In this article, we will cover this feature in more detail.

How to Access It?
Upcoming and Past Meetings
Filters
Time Filters
Source Filter
Meeting Reports Panel Overview
Meeting View & Actions
Event History
CRM Actions

How to Access the Meetings Reports page?

In your workspace's left-hand menu, the Meetings Reports panel will be available under the Reporting section:

Click on it, and start taking advantage of the data shared there!

Filters

Use filters and sources to analyze only the specific meetings you're looking for. While navigating, click the "Filter" option, and you can filter the meetings by the criteria below:

Time Filters

By default, your meetings from All Time will be displayed, but you can filter to specific timeframes in the Meeting Date filter:

You can also filter by when a meeting was created:

Note that the creation date can differ from the meeting's start date. For example, I can schedule a meeting on January 2nd to happen on February 2nd.

In this case, the meeting would show a Create Date of January 2nd and a Meeting Date of February 2nd.

Source Filter

This one filters by product, so it can be useful when you want to report only on Concierge meetings, for example.

You can select between ChiliCal, Concierge, Handoff, and Chat, or All. All is the default choice.

Export to CSV

You can export the data listed on your Meetings Reports page to a CSV file if you want to analyze it locally and also share it with other people who may be interested. To do that, click the Export to CSV button in the top-right.

Some things to consider:

Filters applied to the table are also applied to the downloaded CSV file.
We will send the CSV file over email.

Meeting Reports Panel Overview

This is the place where you will have some helpful and initial information about your workspace's meetings to help with your analysis:

Title: The meeting's title.
Meeting Date: Date and time of the meeting.
Created Date: The date that the meeting was created. It may differ from the meeting date.
Meeting Type: The Meeting Type used to book the meeting.
Source: The meeting's source. It will show the product involved in the booking process (ChiliCal, Chat, Handoff, Concierge).
Assignee: The person assigned to take the meeting.
Booker: The person who booked the meeting, when applicable.
Primary Guest: Lists the Primary Guests of each meeting.
UTMs: If you are passing UTM data to your meeting, they will be displayed in these columns.

Meeting View & Actions

Clicking "Open" next to a meeting title opens specific meeting details and also enables you to take some associated actions.

In the meeting details on the right-hand side, you will find more information about the meeting, such as its Date, Time, Host, Guests, Location, Description, and reminders.

As mentioned above, there are also some possible actions you can take from here:

Update Date/Time

The time and date right below the meeting's title are clickable, and you can use to update the meeting's time and/or date from there.

Cancel Meeting

You can cancel the meeting you are checking by clicking the three dots on the header and then "Cancel Meeting"

Mark as No-Show or Attended

Click the ghost icon to mark whether the prospect attended the meeting. This is especially useful if the Distribution associated with the meeting is set to credit back assignees for No-Shows.

Meeting Conference Link

Also, in the header, you can click the meeting conference link icon to be redirected to the meeting link and join it.

Guest Management

In the Guests field, you can remove or make any existing Guests option by clicking the three dots next to their names.

You can also invite new Guests from the "Invite a guest..." box below. By default, we will display a menu with Chili Piper users with the proper licenses to be invited, but you can also invite users outside of Chili Piper by typing their emails and hitting return/Enter:

Meeting Reassignment

You can update the meeting's host, too! Since this feature has some details we need to take into account, we created a separate article for it here - check it out!

Location Management

If your Meeting Type uses multiple Locations, you can manage and update the one you want to use within the Location field:

RSVP

Last but not least, you can also update your response to the meeting from Chili Piper at the bottom. The available options are Going, Maybe, or Not going.

Event History

The Events History is your go-to place to check any associated actions that happened for your meetings. This way, Admins can easily find important information like who reassigned a meeting and to whom, reschedule details, and many more!

After opening a meeting found on the Meetings Reports page, you will find the Event History tab in the header:

What Information Can Be Found on the Event History page?

The following information will be displayed for each meeting whenever applicable:

Reassignments

Whenever a meeting is reassigned, we will display who reassigned it, to whom, when, and the reassignment source.

Check this article to learn more about how a meeting can be reassigned!

Time/Date Updates

If a meeting gets its time and/or date manually updated, we will display who updated it, when, and where (Calendar Event or ChiliCal Home):

Reschedule

Whenever a meeting is reassigned, we will display who rescheduled it, to whom, when, and the rescheduling source (Calendar event, ChiliCal Home, or Reschedule Link).

Cancelation

Similar to reassignment and reschedules, whenever a meeting is canceled, we will display who canceled it, when, and the cancellation source (Calendar event, ChiliCal Home, or Cancel URL).

CRM Actions

This page is your go-to place to check the meeting's associated CRM actions and their respective statuses (Successful, Pending, Failed)

Click Show to see more details about each, and depending on the CRM action, a hyperlink will take you to our CRM and redirect you to that action.

If any of them have a Failed flag, you should be able to find more details about what happened and manually Try Again from there: