Reports and Exports
Understand meeting report access and the exact CSV and PDF options available by plan.
Meeting reports are available to the meeting host, an organization Owner, or the legacy/general Admin role. Specialist Billing Admin, User Admin, License Admin, and Technical Admin roles do not inherit report access unless that person hosted the meeting. Report and export options depend on the organization's plan and on whether report data exists for the selected meeting occurrence.
Exact Export Availability
| Export | Free | Pro / Business | Contents |
|---|---|---|---|
| Basic attendance CSV | Yes | Yes | Participant identity, first join, last leave, connected duration, status, and report completeness fields |
| Detailed CSV | No | Yes | Advanced session, participant, presence, activity, breakout, and diagnostic data available in Session Insights |
| PDF report | No | Yes | A shareable advanced meeting report with the available overview, attendance, activity, breakout, and diagnostic sections |
The detailed CSV options can include the session summary, all participants, a filtered participant selection, and breakout transitions when that data is available.
Export Basic Attendance
Open the attendance report for the required occurrence and select the CSV export action. The basic export remains available on Free when attendance is enabled and collected. It exports the selected occurrence snapshot; roster search and filters are not sent to the basic CSV endpoint.
Export Advanced Reports
On Pro and Business, open Session Insights to download detailed CSV data or the PDF report. The exported content reflects the report data available for that meeting; sections without collected data remain empty or are identified as unavailable.
Occurrences and Expiry
Exports use the selected meeting occurrence. Choose the correct occurrence before downloading. If a saved report shows an expiry date, export it before that date; an expired report cannot be exported.
Unavailable or Upgrade Required
Unavailable means the report was not collected, expired, or could not be loaded. Upgrade required means the report exists, but the current plan does not include advanced analytics or its exports.
When an upgrade is required, basic attendance and its basic CSV remain available. Upgrading to Pro or Business unlocks advanced Session Insights, detailed CSV exports, and PDF reports.
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