How to Generate Approvals and Meetings Statistics Report

Welcome to Board.Vision Tutorials! 

In this tutorial, we will walk you through the steps to generate the approvals and meetings statistics report. 

Important Note: Board.Vision web app is supported on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later).
 

To generate the approvals and meetings statistics report: 
 

1) Log in to your Board.Vision account using your registered email address and password.  
 

2) From the left menu, go to Reports.

Choose the Start Date and End Date for the required reporting period. Then, click on Download Report.

3) Once you have clicked on Download Report, your document will be saved to your desktop/laptop in excel format.  

Important Notes:

• Company Scope: The report lists all entities belonging to the same Company Group.

• Approvals Included: Captures all approvals with a status of Pending Outcome, Passed, Failed, or Deadline Ended.

• Meetings Included: Captures all meetings with a status of Scheduled, Ongoing, or Finalised.

• Exclusions: Archived approvals and meetings are not included in this report.

You have completed the tutorial on how to generate the approvals and meetings statistics report.

If you face any issues, please reach out to our Board.Vision Customer Success Team at support@board.vision or +65 6909 7100 and we will be happy to help. 

Our hotline operating hours are from Mondays to Fridays 9:00 AM to 6:00 PM SGT (excluding public holidays).