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The New Leadership report allows you to
give recognition to associates who have gained new leadership levels. It selects only those who
have achieved a new highest level ever achieved in leadership status. It does not list people who fell back and
then regained their old leadership level.
For example, Bill is an All Star who became a Regional Director for
the first time 2 months ago. His name
appeared on the New Leader report for that Business Period. Last month, however, he forgot to place his
100 PPV order and lost his Regional Status.
This month he remembered to place his order and he qualified once
again as a Regional Director. In this
case, his name would not appear in the New Leadership report for the
Current Business Period. NOTE: Because Leadership levels cannot be accurately calculated until after the end of a business period, this report is applicable only to completed business periods. |
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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: § Business Period – Select the Business Period § Enrollment Level – The default is all. Select the drop down box to limit your report to a Member, Preferred Associate or All Star. § Current Leadership Level – The default is all. Select the drop down box to limit your report to a Regional, National, Executive, Presidential Director, Presidential Bronze, Presidential Silver, Presidential Gold, or Presidential Platinum. § 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 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 New Leadership report has the following columns: Account Number, Name, City, State or Province, Postal Code, Country, Phone, Enrollment Level, and Leadership Level. 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, select Select Columns from the drop down box. If you have a report that is very wide (many columns) and you do not want to view/print certain columns on this report, you can specify the columns to leave off. 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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