|
|
|
|
|
The AO in Exception Status report identifies individuals who have an Automatic Order which Mannatech is having some kind of problem processing. The most common the problem is that they cannot charge the transaction to the person's credit card. This is usually a result of the credit card having an expired date, the account having been closed, or the card having been reported as lost or stolen. Often, these people don't realize why they have not received their products. Tell them to contact Customer Service to straighten out the problem. |
|
|
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. · Leadership Level – The default is all. Select the drop down box to limit your report to a Regional, National, Executive, or Presidential Director. · 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. |
|
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’s AO may be in Exception Status report is Name. If you don’t want to change the way the report sorts, skip this step. Customizing the Order of my Report provides more information. |
|
|
The AO in Exception Status report has the following columns: Account Number, Name, City, State or Province, Postal Code, Country, Phone, AO, Enrollment Level, Leadership Level, PPV Current Period, PPV 1 Period Ago, PPV 2 Periods Ago, PPV 3 Periods Ago, PPV 4 Periods Ago, Enrollment Date, Day Phone, Night Phone, Address, Career Purchases, Enroller Country Code, Enroller Account Number, Enroller Name, Sponsor Country Code, Sponsor Account Number, Sponsor Name, 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, 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. |
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|