How to use Onomi 360: the portfolio calendar, engagement view, and reports

Onomi 360 brings your event program into one application. It gives you a portfolio calendar, one engagement view per healthcare professional (HCP), dashboards, and reports across the events in your scope.

Use this guide to find an event, prepare for an HCP interaction, review program performance, and export the records your team needs.

Before you start

Access follows your Onomi 360 role assignment and its scope. A Program lead can open the portfolio calendar, Contacts, dashboards, and reports within that scope. A finance-role holder can open cost-facing dashboards and reports.

An Approver or Sourcing assignment does not open these program views. Requesters use the separate meeting request portal and do not need an Onomi 360 role assignment.

See Role-based access and visibility for internal and external stakeholders for the complete role and scope model. If a section is unavailable, ask your organization Admin to check your assignment.

The views use the event records in Onomi. Their shared filters use the same geography, business unit, therapeutic area, brand, request category, and period values recorded on those events.

Use the portfolio calendar

The Portfolio calendar shows the meetings, congresses, and webinars in your scope, including events executed by local teams or agencies.

An event is Planned while its End date is today or later. It is Completed after that date passes. An event without dates appears in neither group until its dates are set. See From approval to execution and auditing requests for the event-date rules.

Change the view and filters

1. In Onomi 360, open Portfolio calendar.
2. Choose the view you need:
   • Month places events on the calendar.
   • List shows the same events as rows with their dates and program dimensions.
   • World map shows their geographic distribution and highlights live events.
3. Use Planned and Completed to show upcoming events, past events, or both.
4. Filter by Therapeutic area, Brand, Business unit, Geography, Request category, or Period. Filters combine and remain active while you change calendar views during the session.
5. Select an event to open its event record.

Switch to World map when geography matters more than row-level detail. The active portfolio filters carry over to the map.

If the calendar is empty, select Clear all, then check the period. If no events appear after the filters are cleared, ask your organization Admin to check the scope on your role assignment.

Prepare for an HCP interaction

Contacts consolidates each HCP's identity, upcoming engagements, attendance, questions, survey answers, and booth conversations across your events. Use it before an invitation, meeting, or field follow-up.

Find the HCP

1. Open Contacts.
2. Search by name or email address.
3. Use the institution, country, specialty, tier, and source identifiers to distinguish similar profiles.
4. Select the person to open their record.

The search covers identity-resolved profiles created from your organization's events and connected HCP sources. A person who has not engaged with one of those sources does not appear.

Read the profile and timeline

Start with the profile header and upcoming engagements. They show who the person is, what is already planned, and the compliance status your connected systems provide.

The Timeline then shows the interactions captured across events:

• Meetings, with the event-level attendance state.
• Sessions, including attendance and the engagement captured during the session.
• Questions, with the question and its source event.
• Surveys and knowledge checks, including the recorded response or score.
• Booth conversations, captured through the Universal lead capture module.

Open an entry to see its source event and details. Use View in CRM when the interaction belongs in the connected HCP master.

Consent does not appear as a timeline interaction. The profile shows the current consent status or reference synchronized from your consent-management platform, master data management system, or CRM. Core Onomi event capabilities can capture consent and send it to that system of record. See HCP registration and validation on your events.

For CRM write-back, matching, and consent gates, see Connecting CRM, HCP identity, and consent.

Review the dashboards

Open Insights to use the three dashboards included with Onomi 360:

• Request pipeline shows request volume, approval stages, cycle time, and ageing.
• Spend compares approved budget, committed cost, actual cost, and reconciliation progress.
• Engagement compares attendance, interactions, survey results, and knowledge movement across completed events.

The dashboards use the same portfolio filters as the calendar. You can aggregate them at global, regional, or country level, within your role's scope.

Save your dashboard arrangement

1. Open a dashboard and set its filters and aggregation level.
2. Add, remove, resize, or reorder the available panels.
3. Select Save view and name the personal view.
4. Open it later from the view picker.

An administrator can publish a dashboard template to selected roles. You can save your own arrangement from that template without changing the published version. Select Reset to the published template to discard your changes to that view.

Select Export PDF to export the dashboard as displayed. Run a report when you need the rows behind the visual instead.

Run and export reports

Open Reports for standard reports and your saved custom reports. Every report remains bounded by your role assignment and scope.

Choose a standard report

The standard reports cover five parts of the event lifecycle:

Select a report, apply the portfolio filters, and select Run. Select Export to download XLSX, CSV, or PDF.

Report data for registration, capacity, attendance, check-in, and surveys comes from events with a workspace and registration journey. Financial report data comes from event cost lines, so it also covers record-only meetings.

Build a custom report

1. In Reports, select New report.
2. In Data, choose events, registrations, attendance, survey responses, engagement signals, or costs.
3. In Columns, add the fields you need and place them in order.
4. In Filters, set the portfolio dimensions and any fields specific to the chosen data.
5. In Layout, choose the row grouping and sort order.
6. Select Save and name the report.

The saved report belongs to you. Another user cannot edit, take ownership of, or schedule your saved definition. Use Duplicate to create a separate variant of one of your own reports.

Schedule or export a report

1. Open a saved custom report and select Schedule.
2. Set the frequency, recipients, and XLSX, CSV, or PDF format.
3. Use Last run to check the most recent delivery.
4. For a one-off file, select Export instead.

Important: A scheduled file uses the scheduler's access, not the recipient's. Each run uses the scheduler's current scope and classification clearance. Every recipient receives the same file, and the platform does not apply a separate access check to each email address.

If the scheduler's role assignment is removed, the schedule stops. A run with no matching rows sends a no-results message instead of an empty file.

For recurring finance work, keep a second saved report and schedule under another authorized finance-role holder so the delivery does not depend on one account.

For reinvoicing, use the focused procedure in Building and scheduling a reinvoicing summary.

For data delivery to your own analytics stack, see the Analytics API overview and Using Onomi APIs, event streaming, analytics, and BI.

* Onomi 360 MeetingsEQ exclusive capabilities.