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After the report is displayed (see Step 6), you can retrieve more detailed information about each of the Associates listed on the report. Click on the Associate Account Number displayed in the report and the Associate Detail window will appear. Only one Associate Detail window can be displayed at a time. To display information on another Associate, click on their Associate Account Number and it will replace the information in the Associate Detail window already displayed. This is personal information such as Name, Address, E-Mail Address, and contact phone numbers. (This information may not be listed if the Associate has chosen to Opt Out of displaying this information.) The following is some of the information listed in the Associate Detail window. · Leadership status (current, most recent, highest) · Enrollment information (levels - original, current, date) · Renewal Date · Sponsor and Enroller · First Upline Presidential’s name and e-mail address. · AO status · Termination status · Success Trackerä subscription status · PPV status for the current and previous four business periods · Organizational Volume which includes number of Associates and members in the downline, current GPV and PPV for the current and previous four business periods. |
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Options with Associate Detail |
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The Associate Detail screen has the following options at the bottom of the window: · Make Top – Select this to place this Associate’s control number in the Primary Associate field. · Send E-Mail – Select this to send an e-mail to this Associate. · Print – Select this to print the Associate Detail information. · Close – Select this to close the Associate Detail window. · Trace Upline – Select this to bring up the Trace Upline report. · Unilateral Genealogy – Select this to bring up the Unilateral Genealogy for this Associate. · Organizational Profile – Select this to bring up the Organizational Profile for this Associate. · Back - Select this to go back to the previous Associate displayed. · Forward – Select this to go back to the previously viewed Associate Detail information listed in the Associate Detail window. |
Trace Upline Report
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This report is ONLY available through the Associate Detail screen. To access the Trace Upline Report, select the Trace Upline button at the bottom of the Associate Detail Screen. |
Business
Tip - Trace Upline Report
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The
Trace Upline Report is accessed via a button at the bottom of the Associate
Detail Window. This report can help
you in two ways. The first
purpose is when a person in your organization asks who his support team
is. The Trace Upline report starts
with the person who asked the question and displays down the page each upline person
until it reaches you. The second purpose of the Trace Upline report is to allow you to see where someone is in your organization. The report shows you how many levels deep they are while the name immediately before your own tells you which leg the person is in. |
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