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This report is
only available to Success Tracker Gold subscribers.
The Associates Due for Renewal report allows you to identify Associates who should renew this period. Some Leaders like to call or send a message ahead of time to the people who will be receiving a renewal letter from Mannatech. They explain that Associates are not eligible for All-Star bonuses unless they renew. Be sure to mention however; that Associates can continue to order products whether or not they renew, although they will not be eligible for All-Star commissions. This is also an opportunity to remind them of all of the new bonuses. Suggest that this might be a good time to upgrade to a higher level or renew at a higher level if they were previously enrolled at a lower level. If their business has stalled, review their original reasons for joining Mannatech. Rekindle their dreams and aspirations. Encourage them to attend local meetings to regain their sense of purpose with like-minded individuals. Be sure they have looked at the website recently. Are they aware they have their own MannaPage? Show them a plan for becoming successful. |
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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: · Renewal BP between Enter the start Renewal business period · And Enter the end Renewal business period. · 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. · 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 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 3 columns in the report to order information by. The default sort for this report is Name. If you dont want to change the way the report sorts, you may skip this step. |
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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, select Select Columns from the drop down box. If you have a report that is very wide (many columns) and you do not want to view/print certain columns on this report, you can specify the columns to leave off. 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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