This section covers the basic features and functionality of the reporting tools in the Corporate Office and Web Office.
What We’ll Cover
- Corporate Office
- Web Office
All the reports in Corporate Office feature similar functionality. When a report is clicked, you navigate to that report’s page. Every report features a table populated with specific report data pulled from the database.
Most prebuilt reports feature a period selector that lets you select a reporting date range.
Some reports feature filter dropdowns that lets you narrow the report to specified columns.
Search and Export
All prebuilt reports have search and export to .CSV functionality.
The search bar filters the report table to show only the rows with your search query.
All reports feature pagination.
Sort report columns in ascending/descending alphabetical order by clicking the column headers.
Custom made reports feature column search bars that filter the data show to your search query.
Search queries need to match the exact format used when they were entered into the database in order to be included in the results. Use the existing data in the report to help you determine how the data in that column is structured.
The Web Office reports feature a variety of functionality.
Reports in the Report Center are a table that features checkboxes that, when checked, open the Web Office Messaging feature.
Checking multiple boxes creates a group message.
Clicking the column headings changes the sort order to whatever the associate sets it as (ascending or descending) when creating the report.
Associates names in the report are clickable and link to the associates’ Web Office Team Dashboard in a slide-out panel.
The Commissions report (relative URL:
/Commissions) features a sidebar lists the commissions for either Monthly or Weekly periods.
Clicking an entry in the sidebar displays a Commission Breakdown report.
Pay History Report
The Pay History report (relative URL:
/PayHistory) features a sidebar with a Show dropdown that filters the payment type.
The sidebar lists the projected and paid commissions (projected commissions are highlighted in red). Clicking an entry loads the report in the page.
The commissions check displays the amount paid or projected to be paid.
Below the check, is a Commissions Breakdown report for the selected period.
Order History Report
The Order History page (relative URL:
/OrderHistory) simple lists the associates order with an option to VIEW ORDER.
The View As field let’s an associate enter a different associate’s name in their downline to view their order history, as well.
Like other Web Office reports, the column headings can be clicked to change the sort order of the column.
Volume History Report
In the Volume History report (relative URL:
/VolumeHistory) simply features a period selector where you select a period begin and end date. Click Apply.
The report displays the data from the selected period.