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The Terminated Auto Orders report is used to contact Associates who have recently cancelled their Automatic Order. People cancel their Auto Orders for a variety of reasons. Some cancellations are done in the normal course of business and require no attention. Others cancellations are a result of dissatisfaction and need to be addressed as soon as possible. Sometimes people will cancel the order and start a new one simply to change products, to change the shipping and billing dates, or perhaps they have too much product on hand, usually as a result of receiving a renewal pack. More than likely, these people will re-start their Auto Order when the situation has corrected itself. At other times, a cancellation can be an early warning sign. Sometimes people terminate their order as a result of not understanding how to use the products or because of frustration with either Mannatech or their upline. It is important to contact these people as soon as possible. The problem is that you probably don’t know whether the cancellation was just to make a change or if it because of some dissatisfaction. You can eliminate the people who are just changing products by running the report for 7 to 14 days ago. That gives them a week to get their new order placed. For the remainder of the people, unfortunately, the only way to know for sure is to contact the person and find out. Use this as an opportunity to build rapport with your downline. Try to get them to reinstate their Auto Order. If they are Associates, remind them that being on Auto Order is the best way to be sure they have a qualifying order every Business Period. |
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Select Business Tip to view information on how to use this report in your business. To use the most frequently used settings, click on the Show
Report
button to display the report results. To see all of the options available for customizing this report, click on Customize My Report. |
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Step 1: (Optional) Change the Associate who is at the top level of the report. |
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Your Country and Account Number are the defaults. Change the Associate at the Top Level provides information on running a report on someone in your downline. |
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Step 2: Customize the criteria (or rules) by which people will be selected. |
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To narrow the focus of your report, you can specify one or more of the following criteria: § Name – Enter the Name of the Downline Associate for whom you are searching. If you do not know their entire Name, the drop down box located beside this criterion allows you search on a partial Last Name. See the Drop Down Box section for more information. § Cancellation Date Between – Enter the beginning Cancellation Date § and – Enter the ending Cancellation Date § How many levels deep? – To limit the number of levels, enter a number in this field. § Level 1 Leg Numbers – The report returns results for all Level 1 Legs automatically; however, you can limit the results to specific Legs. You have the option of including or excluding specific Leg numbers. § Limit number of results – To limit the number of results, enter a number in this field. The default is 1000. Customize the Criteria provides more information. |
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Step 3: Customize the order in which people will be listed. |
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You can specify up to three columns in the report to order information by. The default sort for the Terminated Auto Orders report is Name and then AO Cancellation Date. If you don’t want to change the way the report sorts, skip this step. Customizing the Order of my Report provides more information. |
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By default, all columns originally specified for a report will be included when you run the report. If you want to view all columns that are included in the report, you can skip this step. To remove columns that would normally appear on your report, click Selected Columns. If you have a report that is very wide (many columns) and you do not want to view/print certain columns on this report, specify the columns to delete. Select Customize the Columns in my Report for more information. |
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Step 5: Choose the data format if you want to print or download the report; otherwise it will be displayed on your screen as a web page. |
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Printing and Downloading provides more information. |
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Step 6: Click one of the following buttons. |
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For Gold subscribers only, see Contacting the List for instructions on how to email Associates in your report |
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