Reporting

Reporting in eScribe provides eight pre-formatted reports that allow administrators to review and analyze meeting information, including agenda items, attendance, motions, voting, tasks, conflicts, referred items, and upcoming reports. Reports can be filtered, grouped, and sorted to focus on specific information and can be exported to CSV for additional analysis or sharing

In eScribe, Reporting is designed to provide pre-formatted meeting data that can be viewed directly in the platform or exported to Excel for further analysis, circulation, or public posting.

Meeting-level reporting: eScribe supports pre-formatted reports containing data for individual meetings, with the ability to view the report in eScribe or export the data to Excel.

Types of Reports Available

Report Type	Purpose of Report
Agenda Item Report	Agenda items by meeting type/date, sponsor, and department.
Attendance Report	Attendance by meeting type/date, attendee, and present status.
Motions Report	Motions by agenda item, mover, seconder, and result.
Voting Report	Voting details by voter, motion, vote, and result
Tasks Report	Tasks by agenda item, assignee, due date, priority, and status.
Conflicts Report	Declared conflicts by meeting, agenda item, conflict, and reason.
Referred Items Report	Referred agenda items and their status.
Forecast Report	Upcoming/planned documents and agenda items by meeting, document, department, creator, sponsor, and status.

Reporting access by role

Access to Reporting is determined by the user's role and meeting access. Administrators and Meeting Administrators can access reporting information within the meetings they are permitted to manage, while Participant reporting visibility is based on attendee-group membership. Users with Visitor-only access do not have access to Reporting.

Role	Reporting access
Super Administrator	Yes. Has comprehensive system access across meetings and administrative functions.
Administrator	Yes, within their accessible meeting scope. Administrators have broad administrative access, but meeting visibility is still affected by which meetings/types they can access.
Meeting Administrator	Yes, based on assigned meeting/template access. Their access is controlled through the user role plus permissions for specific meeting templates.
Contributor + Participant	Reporting visibility is available based on attendee-group membership.
Contributor + Visitor	No reporting capabilities through Visitor access. Visitor access provides read-only visibility to published meetings but specifically excludes reporting capabilities.
Participant	Reporting visibility depends on attendee-group membership.
Visitor	No reporting capabilities.