Meeting reports

Tip: See the video tutorial Working with WorkZone meeting reports.

Create a meeting report

You can generate a report so you have all information about the meeting in a single PDF file. The report contains general information about the meeting (time, participants, etc.), agenda items, and attached documents.

Prerequisite: To generate a report, the WorkZone meeting must already exist.
  1. Open a meeting for which you want to generate a report.
  2. Click the Create Report button on the WorkZone 365 pane.
  3. Enter title, document type, classification, and other information relating to the report.
  4. To download the report on the local machine, turn on the Download toggle.
  5. Click Create Report. The report is generated and attached to the meeting. You can see it in WorkZone Client on the relating meeting detail page on the Documents detail tab. If you have turned on the Download toggle, the PDF file is saved both locally and on the case.
Tip: Due to functional limitations of Internet Explorer, the report cannot be saved in this browser. There are two workarounds:
  • Ask your administrators to add a WorkZone 365 add-in host to the trusted sites. Then you will get the link to download the report.
  • Switch to Edge or Chrome and proceed.

Share a meeting report

WorkZone users can always generate the meeting report themselves, or they can find the generated report on the relevant case.

To share a meeting report with non-WorkZone users, proceed with the following steps:

Select your version below:



  1. Create a meeting report and save it locally.
  2. Open the existing meeting or create a new email depending on what audience you want to share the report with.
  3. Go to the Insert tab.
  4. Click Attach File > Browse This PC... and attach the report.
  5. Click Send Update for the existing meeting or Send for the new email. Now all recipients can see the report even if they are not WorkZone users.
  1. Create a meeting report and save it locally.
  2. Open the existing meeting or create a new email depending on what audience you want to share the report with.
  3. Click Attach and attach the report.
  4. Click Send. Now all recipients can see the report even if they are not WorkZone users.
Important: Only meeting organizers can attach meeting reports and other files to the meetings they created.