Help for NENA-ADM-008 Agenda and Notes Form: Difference between revisions

→‎Zoom Attendance Report: Detailed improvements to instructions.
(→‎Zoom Attendance Report: added the URL for the Reports (https://Zoom.us) at 2 places. Also realigned one sentence.)
(→‎Zoom Attendance Report: Detailed improvements to instructions.)
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After the meeting is over, the Zoom Usage Report attendance information must be placed into the form. It may be entered manually or copied from the Zoom Usage Report and pasted into the form. The Zoom Usage Report is available at https://Zoom.us. It is not available through other zoom URLs.
 
[Other variations for capturing the attendance information may be used, as long as the attendance is captured accurately.]
 
'''Please note: ThisThe following method results in only the names being added to the notes. It is not appropriate to put members' phone numbers or other related information in the Notes.'''
 
Sign in to Zoom with the NENA Committee credentials, but uncheck the Stay signed in box to avoid having your identity always reflect the Committee name when you join other NENA zoom calls.
==== Download CSV ====
Sign in to Zoom.com. In the Zoom Administrative panel (available at https://Zoom.us), click on '''Reports''', then '''Usage'''.
 
Upon logging in you will be located on the Zoom Administrative panel. Click on '''Reports''',
If the desired meeting is not displayed, change the dates in the search line and click on '''Search.''' Note that reports can be retrieved for the last 12 months, with a search range of up to one month at a time.
[[File:Pick Reports.png|left|thumb]]
 
Find the Zoom meeting you need the attendance from (confirm date and time since there may be multiple meetings on the same date) and click on the number in the Participants column.
 
 
Check the '''Export with meeting data''' box and the '''Show unique users''' box. Then click on '''Export''' to download the CSV file.
 
 
 
 
DON’T USE the Export to csv file link.
[[File:Don't use this link.png|left|thumb]]
 
 
 
 
 
 
 
Next click on '''Usage'''.
[[File:Pick Usage.png|left|thumb]]
 
If the desired meeting is not displayed, change the dates in the search line and click on '''Search.'''
[[File:Enter date range.png|left|thumb]]
 
If the desired meeting is not displayed, change the dates in the search line and click on '''Search.''' Note that reports can be retrieved for the last 12 months, with a search range of up to one month at a time.
 
Find the Zoom meeting you need the attendance from (confirm date and time since there may be multiple meetings on the same date) and click on the "number" in the Participants column.
[[File:Click on the number in Participants.png|left|thumb]]
 
Check the '''Export with meeting data''' box and the '''Show unique users''' box (if present). Then click on '''Export''' to download the CSV file.
[[File:Export steps.png|left|thumb]]
 
Note that sometimes the export may take a few moments, and the browser may not know that the download is complete. Check to see if it appears where you saved it to before closing your browser. If it is there you can close your browser and proceed to the next step.
 
Open the CSV file in Excel, sort the table alphabetically by name, and copy '''just the names''' in the Name column.
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