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This report, by default, shows people who are within 10% of the GPV requirement for attaining the next leadership level. You can alter this percentage if desired. Contact the Associates on this list to encourage them to get to the next level. For each person, you can click on Show Next Level to view the How To Get To The Next Leadership Level report for more detail analysis and to be able to coach more effectively. You can click on the Highest Leadership Level for a person to see a graph of how often they have changed Leadership Levels over the past year. |
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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. § Business Period – Enter Business Period. Default is current business period § GPV Percentage Away from Next Leadership Level Between – Enter GPV Percentage between 1 and 10. Default is 1 and 10. § Potential Next Leadership Level – Select the potential next level § 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 10,000. 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 by which to sort information. The default sort for the Associates Close to the Next Leadership Level report is Leadership Level. 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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Step 4: Customize the columns to be displayed. |
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You can specify up to three columns in the report to order information by. The Associates Close to Next Leadership Level report has the following columns: Account Number, Country, Name, GPV Selected Period, GPV -1 Leadership Level, Potential Next Leadership Level, Highest Leadership Level, Enrollment Level, Highest Enrollment Level, Enrollment Date, Renewal BP, Show Next Level, Day Phone, Night Phone, and Address, and Leg. The GPV columns do NOT include the Associate’s personal volume. Customizing the Columns to be displayed provides 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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