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The
Downline Leaders report lists all associates who have attained leadership status for the specified Business
Period. It lists the leaders in
Genealogical Order so that you can determine their location within the Primary
Associate’s organization. It will
tell you the leg number they are in and how deep in the organization
(“Physical Level”) they are located.
You
can customize the report by selecting the depth into the organization you
want to look and/or by selecting the leadership level(s) desired. This report can be used in several ways. First, it can help you mentally visualize where your leaders are developing. In addition you can use it to get a list of your downline leaders in order to e-mail them an announcement. |
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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 ·
Business Period – Select the Business
Period · Leadership Status – The default is All. To report on a specific Leadership Status, select a Leadership Status from the drop down box. · How many levels deep? – To limit the number of levels, enter a number in this field. 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 don’t want to change the way the report sorts, you may skip this step. Customizing the Order of my Report provides more information. |
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The Downline Leaders report has the following columns: Account Number, Country, Last Name, First Name, Business Name, Current Leadership Level, Highest Leadership Level Achieved, Leg, Physical Level, Address 1, Address 2, City, State or Province, Postal Code, Country, Phone, and E-mail Night Phone, Enroller Country Code, Enroller Account Number, Enroller Name, GPV, DPV and Show Next Level. 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 normally would be displayed 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. For Gold subscribers only, see Contacting the List for instructions on how to email Associates in your report |
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