Understanding who has completed a meeting

To understand who has completed a particular meeting, such as a Mid Year Review, it is possible to export data from People Development and apply a formula in Microsoft Excel. 

• Click on People Development in the left hand navigation.
• Export a list of all staff listed in People Development by going to Admin > Users and Groups and clicking on Export Users from the top of the page. 
• Open this spreadsheet.
• Click on the + icon at the bottom of the spreadsheet
• Right click on the new tab and rename it report (all lowercase) 
• Hit return on your keyboard.
• Return to People Development.
• Click on Reports in the left hand navigation.
• Click into the Meetings Report*
• Use the template dropdown to select the template that you wish to view responses for.
• Complete all remaining fields as appropriate, ensuring you select the users you wish to include in the report.
• Scroll to the bottom and select 'Export to CSV'.
• A spreadsheet will download with the results.
• Open the report results and copy the data.
• Return to the first spreadsheet where you renamed the tab to 'reports'.
• Paste the copied data into the sheet you titled 'reports'.
• Click on the tab to the left of 'reports'.
• Click on cell C2.
• Paste the formula below into the formula bar (not into a cell): 

• Hit the return key on your keyboard 
• Click on cell C2. 
• Hover your mouse over the bottom right hand corner of the C2 cell. 
• Click and drag to apply the formula to all relevant cells in column C. 
• Completed will be shown next to those staff who have completed their meeting, Not Completed will be shown next to those who are yet to complete their meeting. 

_{*Meetings Report may go by a different name in your account such as Review Meetings, Overview Statements or similar.}