Retention Management
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Business Tip
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Keeping your Customers happy is the key to any business, and retention is ultra-important to Mannatech. The Retention Management Report pulls up Associate and Customer Accounts in your downline so you have the option to see their last five months’ personal volume purchases. You will know if someone quits ordering, and find patterns that your customers make. This report provides you with all pertinent contact information so you could contact the list about getting their orders and build the retention of your Team. You can prioritize your retention efforts with sorting upon Career Purchases and being on Auto-ship. Like most Success Tracker Reports, the Retention Management Report allows customization so you can see only what you want to see to help your Retention efforts and have greater success with Mannatech. |
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Select Report
Tip to view information on how to use this report in your
business. |
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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, 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. · Enrollment Level - The default is all. Select the drop down box to limit your report to a Member, Customer, Master, 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 1000. 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 three columns in the report by which to sort information. The default sort for the Active Associates and Members On/Not On AO report is Name. If you dont want to change the way the report sorts, skip this step. Customizing the Order of my Report provides more information. |
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Step 4: Customize the
columns to be displayed. |
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The Associates and Members Who Did Not Order report has the following columns: Account Number, Country, Name, City, State or Province, Postal Code, Phone, AO, PPV Current Period, , PPV 1 Period Ago, PPV 2 Periods Ago, PPV 3 Periods Ago, PPV 4 Periods Ago, Career Purchases, Enrollment Level, Renewal BP, Highest Leadership Level Achieved after Renewal BP, Day Phone, Night Phone, Enroller Country Code, Enroller Account Number, Enroller Name, and Leg. 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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