Help Center

How do you create a Meeting Report?

Follow these steps to create a Meeting Report

On the Crystal Dashboard, using the top menu, navigate to the "Reports" page:

Reports FAQ1-1

Scroll down to find "Meeting Report" and select "Build Report"

meeting report 1

Fill out your Meeting Name, I've filled this one out as "Example Meeting" and search for the users you'd like to add to the report. You can see here I've selected Walter, Greg, and Drew. Now select "NEXT"

NOTE: in order to add someone to a report, they will need to have a personality profile created either by taking an assessment themselves or by you predicting their personality using the Chrome Extension.

meeting report 2

This report will give you insights into the personalities in your meeting and how to have an effective meeting. See a portion of the report I created below:

meeting report 3

If you'd like to see what the full report looks like, check out the sample Meeting Report.