Associates Who Upgraded
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This report lists the names of Associates who upgraded their enrollment level during the specified period. For example, this report shows Associates who upgraded from Preferred Associate to All Star. Upgrading is usually an indication of the Associate's interest in the Mannatech business. To become a National Director or above the Associate must be an All Star. Use this report to thank and encourage those who building your organization as they are building their own businesses. |
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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, specify one or more of the following criteria: Name Enter Associate Name Business Period - Enter the Business Period between one and another Current Enrollment Level - The default is all. Select the drop down box to limit your report to a Member, Customer or All Star. Current Leadership Level Enter the Leadership level of the Downline Associate. Level 1 Leg Numbers Separate each leg number by , 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 by which to sort information. The default sort for the Associates Who Upgraded is Account Number. If you dont 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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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, 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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Reporting Options provides more information. |
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For Gold subscribers only |
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See Contacting the List for instructions on how to email Associates in your report. |
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