How to Generate a 1:1 Meeting Report ?

You can generate detailed reports of 1:1 meetings to track participation, meeting status, and outcomes across your organisation. Follow the steps below to create and export a report.

Navigate to 1:1 Meeting Reports

1. Go to Performance from the left sidebar.
2. Click on 1:1 Meetings from the top menu.
3. Select the Summary tab.

4. Click on View Report under Total Meetings.

   

Configure Report Filters

Once the 1:1 Meeting Information Report panel opens, configure the required filters:

1. Date Range
   Select the time period for which you want the report (e.g., weekly, monthly, or custom range).
2. Meeting Type
   Choose the meeting frequency (e.g., Weekly, Bi-weekly, Monthly, Adhoc, One-time).
3. Meeting Status
   Filter by meeting status such as:
   • Completed
   • Pending
   • Scheduled
   • Cancelled

You can select multiple values in Meeting Type and Status.

Generate the Report

After applying the filters:

1. Click on Run.

2. The report will load below with detailed meeting data.

   

Understand Report Data

The report displays the following fields:

• Meeting Name
• Meeting Type
• Employee Number
• Employee Name
• Reporting Manager
• Meeting With
• Additional Participants
• Meeting Date
• Duration
• Meeting Status
• Meeting Summary

You can use the Search bar to quickly find specific records.

Customise Report View

To refine how the report is displayed:

1. Click on the three-dot icon (⋮) near the top-right corner.
2. Enable Show Column Filters to filter data per column.
3. Select Customise Columns to:
   • Show or hide specific fields

   • Reorder columns as needed

     

Download the Report

To export the report:

1. Click on the Download icon at the top-right.

2. Select Download Excel.

   

The report will be exported with the selected filters and visible columns.

Notes & Tips

• Use date filters strategically to analyse team trends over time.
• Combine Meeting Type + Status filters to identify gaps (e.g., pending weekly check-ins).
• Customise columns to focus only on relevant insights before exporting.