Customize My Success Tracker™

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Setting Defaults

 

Clicking on the Customize My Success Tracker button, located just above the “Corporate News Center” on the Success Tracker Home page takes you to the “My Current Default Settings” page. Defaults are built into the Success Tracker application. For example, most Success Tracker™ reports will automatically return results for 10 levels deep in your organization. However, you may want to see results for 5 levels or 15 levels on most of the reports that you use. Customize My Success Tracker allows you to set different defaults for three of the most frequently changed fields, and select the Specification Screen that will display automatically.

Change defaults on the following fields

 

Number of Levels — Most reports automatically display 10 levels down into your organization; however, you can enter any number of levels. Leaving this field blank will return results for your entire downline.

Number of Results — Most reports automatically return results for the first 10,000; however, you can enter any number you want. Leaving the field blank returns results for your entire downline.

Specification Screen — You can now choose to have either the Standard report request screen or the expanded Customize My Report request screen displayed automatically when you select a report. Choosing the Standard format uses the automatic settings for the report.

Submenus — You can also select how you want the submenus in the left side navigation menu to display — only one category at a time, more than one category at a time, or open all categories.

Once you have selected the settings you want to use, click on Save Defaults. Clicking on Reset Defaults restores the built-in Success Tracker™ default settings.