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When you click on a report name, its report request screen displays.
You have several options for specifying the information you want to see. The
name of the associate whose account number was used to log in to the
Mannatech Community displays above the side navigation. This will usually be
your name. This person is the top-level or “Primary Associate.” All reports
will display information about the Primary Associate’s downline. However, you
can change the Primary Associate to someone in your downline so that you can
view their information. You can run a report using the automatic defaults for each report. This provides the results used most often. You can narrow the results to be more specific by using the following options: |
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The Standard Report
Specification screen provides the customization options used most often for
each report. The standard specification options available for most reports
include the following: |
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Customize My Report Specification
Screen |
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This preference provides the full range
options available for customizing each report. Each report provides specific
options for narrowing the focus of the results; however, they generally fall
into the following areas: §
Change the Associate who is at the top level §
Customize the criteria for selecting people §
Customize the order in which people will be listed |
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You can specify an associate in
your downline as the Primary Associate for the report. 1. Select the associate’s Country. 2. Enter the associate’s Account Number. If you do not know the associate’s account
number, you can find it by clicking on the Lookup Associate
Account Number link. 3. When you click on Display Report, the new Associate’s name will display as the
Primary Associate. All subsequent reports that you run will be for this
Associate until you change the Primary Associate again. The Lookup Associate Account Number link will take you to the Associate Search report where you can enter a number of criteria to search for an Associate’s Account Number. Copy the number by highlighting it and pressing CTRL-C to copy it. On the report specification screen, place the curser in the Account Number field and press CTRL-V to paste the account number. You can also just enter the number. The Associate Search report
provides more information. |
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Step 2: Customize the criteria (or rules) by which people will be selected |
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Each report has different default criteria. You can
narrow the focus of your report by selecting options that modify the default
criteria. Some options allow you to enter
information, such as Name, Address, Phone Number, and Postal Code. Name Success Tracker™ allows you to
enter partial information in these fields and then specify how to use the
information in the results. For example, if you know an Associate by Al, but
suspect that is not how he is listed in Mannatech, you can enter Al in the Name field, and then select how you
want Success Tracker to search for §
Exact – matches the
entry letter for letter or number for number. §
Contains – the entry
is only part of the criteria. §
Starts with – the
entry is the first few letters or numbers of the criteria. §
Ends with – the
entry is the last few letter or numbers of the criteria. Note: Do not
include apostrophes, dashes, quote marks or parenthesis. To find a name containing an apostrophe, like O’
Hara, use the Starts With option and only enter the letter O. Business Period Most reports can be generated
for the current Business Period or for any of the past 14 completed Business
Periods. This allows you to compare your performance to the same period a
year ago. To specify different business periods: 1. Click on the arrow in the Business Period field and select a business period. 2. Or 3. Click on the calendar icon beside the arrow. A business period calendar displays. Business periods are shown in alternating colors. 4. Click on a date in the business period you want to use. This may also be a start or end period when you have the option to select a range of business periods. 5. When reports provide a range of business periods, you will need to select the end period for the range. Date Format
Several reports support limiting results to a certain date range. All dates are displayed in the default format for your country. Dates can also be entered in the following formats:
Levels Deep Level refers to where an Associate is placed in your organization. For example, you are level 0 in your organization. All of the Associates you enrolled personally are level 1, all of the Associates your level 1 enrolled are your level 2. All associates enrolled by your level 2 Associates are your level 3. You can limit the results returned on a report to a specific depth in the organization. For example, entering 5 in the Levels field, returns results for levels 1-5. For most reports, the field is blank, which returns results for all levels in your organization. Leg Numbers Legs are the organizations under your Level 1 Associates. You can choose to run the report for a single Leg or any combination of the Legs in your organization. Be sure to separate Leg numbers with commas. You have the option of Including or excluding the Leg numbers you enter in this field. Limit Results To Associates with very large downlines may want to limit the number of
results returned because of the time it takes to run the report for their
entire organization. This is especially true if you frequently receive the Timed Out error when running reports.
If you choose to limit results to the first 10,000, the results will be
determined by the first sorting order selected under Customize the order in which people will be sorted. For example, if
your first sort option is by Name, the results will be the first 10,000
Associates from the Primary Sort order in Step 3. For example, if the account
number is the first sort option, the results will be the first 10,000 account
numbers in numerical order. |
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Step 3: Customize the order (sequence) in which
people will be listed. |
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You may specify up to three columns in the report to use for establishing the order in which data will be displayed. A primary sort is specified for each report. To change the order in which data will be displayed, use the following steps: The Sort by field allows you to specify the column to use for your primary sort. 1. Click on the arrow in the Sort by field. A list of columns which can be used for the primary sort is displayed. 2.
Select a column. 3. Select the radio button in front of the order you want — Ascending (0 through 9 and A through
Z) or Descending (9 through 0 and Z through A). The first (Optional) Then by field allows you to specify a secondary sort. The default sort is None. To select a secondary sort: 1. Click on the arrow in the Then by field. A list of columns which can be used for the secondary sort is displayed. 2. Select a column. 3. Select the radio button in front of the order you want — Ascending (0 through 9 and A through Z) or Descending (9 through 0 and Z through A) The second (Optional)
Then by drop down box allows you to specify a tertiary sort. For example, you can tell the system to
first sort by Country, then by State and then by City. 1. Click on the arrow in the Then by field. A list of columns which can be used for the secondary sort is displayed. 2. Select a column. 3. Select the radio button in front of the order you want — Ascending (0 through 9 and A through Z) or Descending (9 through 0 and Z through A) |
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Step 4: Customize the columns to be displayed. |
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Each report has a set of columns; however, not all columns are included in the report results that are automatically returned when you run a report. The report results includes the columns which are requested most often. If you want to view all columns or specify the columns to be included in the results: 1. Click on Selected Columns. All columns for the report are displayed.. 2. Click in the check box for each column you want to include or exclude to either add or remove a check mark.. Columns preceded by a check mark will be included in the results. 3. Select one of the following in the Choose one of the buttons below section. § The Reset button will discard any changes you made on this screen, and restore the default selections for the report. § The Return to Next Step button will save your selections and return you to the main report selection screen. After
viewing the report results, select one of the Main Menu options to open
another report or to view another category in Success TrackerTM. Alternatively, use the Back button of your
browser to return to the report specification steps to change options for
focusing the report results.
At the top of each report, Click Here for a Description of this Report and Business Tips for Using this Report provides a link to a help file specific to that report. |
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Success
Tracker™ automatically displays the report results in Web page format,
because it is best for viewing onscreen. If you want to print or download the
report results, you may want to choose one of the other formats. § Web Page – standard HTML format. § Acrobat (PDF) File – formats the report for printing on standard 81/2 x 11 paper. § Tab Delimited – formats the results so they can be downloaded to your computer and imported into spreadsheet or database programs, such as Microsoft Excel or Access. Note:
Microsoft Excel has a maximum of 64,000 rows. If your report contains more
than 64,000 rows, you may need to use Access or another program with more
capacity. To
save a report in Tab Delimited format:
1.
Click on the
arrow in the Web Page box. Select Tab
Delimited. The “File
Download” dialog box will display the message: “Save this file to disk.” 2.
Click on OK.
The “Save As: dialog box will
display. a.
Select a
file folder in which to save the file. b.
Enter a name
in the File Name box. c. Select Save. 3. In the “Download Complete” dialog box select one of the following
options: a. Open b. Open Folder c. Close. |
Step 6: Click on one of
the following options.
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Show
Report – returns the report results Reset
– clears all fields and restores the report’s default settings Save
Report Specifications
– saves your settings so that they can be used again. Note: When you select this option, the “Use
this page to save the query you defined” page is displayed.
1.
Enter a name
in the Query Name field. 2.
Enter a
description in the Query Description
field 3.
Click on Save. 4. Click on Return to your report |
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This feature is only available to Success TrackerTM Gold subscribers. This feature provides the ability for you to contact, either through email or by printing labels and sending the report through the postal service, the Associates and Members listed in the report that has been run. This is an easy and efficient way to keep in touch with your downline, and so ensure that they are up to date on current Mannatech events. Note: The following reports do not have E-Mail or Print Label capabilities: - Qualification Reports - Unilateral Genealogy Diagram - Unilateral Diagram Tree View - Organizational Profile - Associate Detail On the report results page: 1. Select the classification of the message from the drop-down box located above the report. The following are descriptions of the classifications. These classifications are selected by the Associates or Members through the Mannatech Community web site: a. General message (All messages from upline Associates) Default. b. Product-related
message (Introduction to new product, changes in products, etc.) c. Opportunity-related message
(Business-building and support) Note: The Associate, through the Opt Out selections provided by the Mannatech Community Web Site, has previously selected the classification of e-mail which they wish to receive from their upline. 2. Click on “Contact the List”. NOTE: If there is a Presidential in your downline who has given you permission to contact him/her and/or his/her downline, do the following: The box to select Presidentials who have opted to receive your messages will display. The left side is for e-mail, the right side is for labels. 1. Click on the box below Presidential Only to send to the Presidential or on the box below Presidential Downline to send to the Presidential and to his/her downline. 2. Click
on Submit. 3. On the “Select the sending email and/or printing label options below” screen , select one of the following options: o Send E-Mail only o Print Labels only o Send E-Mail and Print Labels o Send E-Mail or Print Labels, which will send e-mail to those who have a valid e-mail address and print labels for the others. 4.
Click on Submit. A list of the eligible recipients is
displayed. On the left, there are
check boxes that are already checked for everyone who has not opted out of
receiving e-mail or labels. To exclude any of the recipients, deselect
the checkbox in front of their
e-mail or mailing address. |
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For Emails |
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E-mail addresses will not be displayed on the e-mail sent to Associates to protect their privacy. You have the option to enter a name for the list in the List Name field. The name you place in this field will be displayed in the To section of your e-mail. 1. Click on E-mail List. The “Compose E-mail for List” screen is displayed. 2. Compose the e-mail. a.
Enter a subject in
the Subject field (optional) The maximum length is 200 characters, including
spaces. b.
Add attachments
(optional) c.
To add an
attachment: §
Click on the
Attachments button above the Recipient List. §
In the Select file to attach dialog box §
Browse to the file
location §
Click on Attach
File. When you have finished attaching files, click on Done. 3. Compose your message in the Message field. The character counter shows you how many characters are in your message. The maximum length is 3650 characters, including spaces. 4. Attach your vCcard. (optional) Click in the check box to enter a check mark.To create a vCard: §
Click on Edit
personal vCard. §
Fill in the
information you want to provide to your Associates. §
Click on Submit. 5.
Select one of the following options: §
Send - sends the message to the
list §
Reset – clears all of the fields §
Cancel
– returns you to the e-mail list. |
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For
Mailing Labels |
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You will need to use labels that are 1” x
2-5/8”, with 30 labels per page, arranged in 3 columns and 10 rows. This is
the equivalent of Avery Address Labels #5160. Success Tracker™ allows you to use a page of labels that has had some of the labels removed as the first page in your printer. Just enter the row and column numbers that correspond to the position of the first label on the sheet, and Success Tracker™ will start printing from that location. Note: To make sure your instructions match
the first sheet of labels, click on
the page icon to the right of the Column field. A sample layout showing
where your labels will start printing
will display in a separate window. 1. Select the radio button
next to the type of printer you are using. 2.
Desk Jet (default setting) 3.
Laser Jet Printer 4.
Click on Mailing Label List. A preview of your
labels will display in Adobe Acrobat Reader format. 5.
Select your browser’s Print option to start the
printing process. Note: You will need Adobe Acrobat Reader,
which can be downloaded free from the Adobe Web site, to view the PDF file.
For your convenience, Success Tracker™includes a link to the Adobe Web site on each report request page. |