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The New Associates and Members report is
used to identify new people so that you can welcome them into your
organization and to offer your support. You
can customize this report by specifying the enrollment level you want. For example, you may want to send a
different message to new All Stars than you do to new Members. |
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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: § Enrollment Date between Enter the start Enrollment date that that you want to search for. § And Enter the end Enrollment date that you want to search for. § 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. § Original
Enrollment Level The default is all.
Select the drop down box to limit your report to a Member, Preferred
Associate or All Star. § 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. |
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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 dont 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 New Associates and Members report has the following columns: Account Number, Name, City, State or Province, Postal Code, Phone, Enrollment Level, Leadership Level, Enrollment Date, Pack Name Purchased, Enroller Account Number, Enroller Country, Enroller Name, Day Phone, Night Phone, 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. |
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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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