Meeting Attendance Report
I sometimes need to produce a report of meeting attendance for multiple meetings.
Our regulator, for example, may ask for a report of meeting attendance at all 2022 Board Meetings.
How can I create that report in OnBoard?
Thank you!
Comments
7 comments
If you have the OnBoard Essentials Package, and you’ve logged your attendance in the Attendance button, you can export the RSVP/attendance report word document for each meeting, and then combine the data for your report.
If you have our Premium or Ultimate Packages, attendance is logged in the Minutes Builder Tool. If you’ve logged the attendance with the minutes builder, you can view the attendance for each meeting in OnBoard (or download the minutes) and then combine the attendance data for your report.
Ok thank you - I knew about this ability but was hoping there was an automated report that would be an engagement report (meeting attendance) that I could download for regulators. Can this be added as a feature request?
Honestly, it seems like the inability to export a RSVP/ attendance report in the Minutes Builder (we do have the Ultimate Package) is a step backward. I hope that OnBoard will consider adding this or a similar feature.
Thank you for this suggestion, and we welcome feedback on ways we can improve the platform!
I'll log this feature request on your behalf. If you have any future recommendations, you can always submit them directly with our OnBoard Feature Request Form.
Was this feature very added? I recently switched to OnBoard from BoardPaq and this is a feature I relied upon heavily for Trustee engagement assessment.
Laura,
Attendance reporting across multiple meetings is not currently available, but it is a feature on the product roadmap. If this feature is important to you, you can upvote it within the OnBoard portal.
For information on how to review the roadmap, upvote items, and submit your own feature requests, you can view our Submitting an OnBoard Feature Request Article.
Additionally, we have detailed reporting with our Global Admin tool, which may assist you with measuring Trustee engagement.
Below is a screenshot on where to access the product roadmap in OnBoard.
I am disappointed that, after two years, this feature has not been implemented. It is common in other Board Portals. I have voted in the Feature Requests area.
It is the most up-voted feature on the roadmap!
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