Dashboard Reports & Recordings

From your GetQuorum dashboard, you have access to some administrative reports, as well as the post meeting reports and recordings. 

On This Page...

• What reports can I access from the Dashboard?
• How do I access the meeting recording?
• FAQ

Dashboard Reports

Reports from the Overview Page

On the Overview page, you can download excel (CSV) summaries of each advanced voting matter by clicking on "Download Summary".

You can also simply view the data via the dashboard by clicking on "View Data"

Reports from the Proxies Tab

From the proxies tab, you can click on "export csv" to download a summary of all of the proxies received.  This will include electronic proxies submitted by owners, paper proxies submitted by you via the dashboard, and revoked proxies.  However, you can choose to filter out certain proxies by clicking on the buttons to the left (i.e. Revoked). 

Reports from the Questions Tab

After the live vote, you can download two reports containing a detailed breakdown of the vote.

1 . Export CSV: this excel report will provide you with a detailed breakdown of how each owner voted (including their name, email, and unit number) and how they voted -- it is important to note that this report is not anonymous.

2. Export PDF (Live Ballot Export): this will email you all of the ballots received at the meeting via a zip folder. Please note that each ballot is anonymous, so you will only see the voting question, the answer, and the timestamp.

Reports from the Reports Tab

1. Unit Overview Report: this is an excel report which contains all of the data you can see under the Membership tab, such as the units, owners' names, emails, custom data (i.e. onsite owner), whether units have registered for the meeting, and if a unit has a submitted a proxy.
2. Unit RSVP Report: this is an excel report which provides a summary of the units who have registered for the meeting
3. Proxies Files Export: this will email you all of the proxies via a zip folder so that you have a PDF copy of each proxy.
4. Eligible RSVP Report: this is an excel report which provides a summary of the eligible units (i.e. no proxy on record or not in arrears) who have registered for the meeting
5. Live Ballots Export: this will email you all of the ballots received at the meeting via a zip folder. Please note that each ballot is anonymous, so you will only see the voting question, the answer, and the timestamp. 
   1. You can also access this report from the Questions tab

Reports from the Shared Documents Tab

The reports/recordings from the Shared Documents tab are the post meeting reports that will be available on the GetQuorum dashboard shortly after the meeting

1. Meeting QA Report: this report provides a full breakdown of the questions written into the Q&A during the Zoom webinar
2. Voters in Attendance: this report shows all owners who joined the meeting, including early and late joiners
3. Audio Only: this is the audio version of the meeting recording. Please download within 5 business days as it will expire.
4. Shared Screen With Gallery View (or Speaker View): this is the video version of the meeting. Please download within 5 business days as it will expire. recording. 

Note: if you have any other documents that you would like to upload to the Dashboard, you can drag and drop them into the box below the reports list.

Shareable Link of the Recording 

Instead of downloading the recording and uploading the file to a cloud storage system, you have the option of copying the shareable link to send to whomever is necessary.

1. After the meeting, head over to the Webcast tab. 
2. Towards the top of the page, you will see a line called "Reports & Recordings". 
3. Click on "Get Zoom Share URL".
4. In the dialogue box, click on "Copy to Clipboard" and then "close".
5. You can now paste the link into an email. 

FAQ

1. Which reports can I share with the manager?

You can share any of the reports from the  Shared Documents tab (i.e. relevant to the meeting).  You may choose to send the other reports as well.

2. How do I share the recordings?

Next to each of the reports/ recordings in the Shared Documents tab, you will see a small down arrow, which will allow you to download the report/recording. The downloaded files will be saved under your Downloads folder on your device.
Please note that the audio and video recordings are too large to send as an attachment in an email. You can send a shareable link under the Webcast tab. This will copy the URL and passcode to your clipboard, which you can paste in an email.