Associates Who Renewed

Business Tip

 

This report provides a list of All Stars who renewed during the specified period.  Optionally, you can restrict the list to those who renewed at a certain level and/or those who have attained a certain leadership level.  This report shows the previous enrollment level in order for you to see if a person has changed their interest level.  For example, if a person upgraded from a Preferred Customer to an All Star, it is most likely that he is interested in the business opportunity. Affirm their decision to renew and offer to help them build their business or to provide other support.

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Directions for Use

 

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.

Step 1: (Optional) Change the Associate who is at the top level of the report.

 

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.

Step 2: Customize the criteria (or rules) by which people will be selected.

 

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.

·         Renewal BP between – Enter the start Renewal business period

·         And – Enter the end Renewal business period.

·         Current Enrollment Level - Enter the Enrollment Level if you want to search by Enrollment Levels.

·         Current Leadership Level - Enter the Leadership Level if you want to search by Leadership Levels.

·         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.

Step 3: Customize the order in which people will be listed.

 

You can specify up to three columns in the report by which to sort information. The default sort for the Associates Who Renewed report is Account Number.  If you don’t want to change the way the report sorts, skip this step.

Customizing the Order of my Report provides more information.

Step 4: Customize the columns to be displayed.

 

The Associates Who Renewed report has the following columns:  Account Number, Country, Name, City, State or Province, Postal Code, Phone, Original Enrollment Date, Most Recent Renewal BP, Previous Enrollment Level, Current Enrollment Level, Current Leadership Level, Highest Leadership Level Achieved, Number of Active Associates, Prior Period Leg GPV, Pack Name Purchased, Enroller Account Number, Enroller Name, Sponsor Account Number, Sponsor Name, Previous Period GVP, and Leg.

The Glossary provides a description of all columns.

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, 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.

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.

 

Printing and Downloading provides more information.

Step 6: Click one of the following buttons.

 

Reporting Options provides more information.

For Gold subscribers only, see Contacting the List for instructions on how to email Associates in your report

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