The Associate Reports page features specific data on Associate-related activities in the system. These reports group by the topic they cover, each showing a particular data set within that topic.
View each report by clicking the report’s name.
Tip: Click the Export button to export any report; a CSV file will download. You can open it in any spreadsheet program (such as Microsoft Excel or Google Sheets).
What We’ll Cover
- Finding the Page
- Associate Reports
- AutoShip Reports
- Rank Reports
- Other Reports
To access the Associate Reports page, you must have the AssociateReports() permission enabled for your Role.
Read more: Assigning Employee Permission Roles
Finding the Page
In Corporate Office, navigate to: Reports > Associate Reports.
The New Associates report shows the newly signed-up Associates for the selected period.
The Summary section gives a rundown of the Enrollments by Associate Type and Enrollments by Associate Status.
Email Communication Preferences (Export Only)
The Email Communication Preferences and Text Communication Preferences reports export to a CSV file.
The reports feature Associates’ First/Last Name, Back Office ID, Email Address, Primary Phone, Secondary Phone, and Text Number.
The reports are identical, except for the Preference Value column. In this column, the values are either TRUE or FALSE. If TRUE, the Associate has corporate communications (email or text, depending on the report) enabled.
Learn more about opting-in/out of corporate communications.
The lone AutoShip Report, Associates on AutoShip, displays every Associate with a Failed, Pending, or Scheduled AutoShip.
Learn more about adding AutoShips
Paid Rank Report
Compiles all the Associates that were paid commissions and the rank at which they were paid.
The High Ranks report shows all the Associates who’ve achieved their highest rank in the selected commission period.
Note: If an Associate has achieved their highest rank in a past period, dropped rank in the next period, and then earned the high rank again in the current period, they’ll still show up in the current report.
The Rank Advancement report shows all Associates that have maintained or advanced in rank by the selected commission period.
For this report, you must use the Coding Tree must be used, and code Associates to each other.
The report displays the coded ranks for Associates and which Associates are coded to whom and at what levels.
To view data:
- Search for and select an Associate’s name in the Enrollment Tree field.
- Enter the number of Levels deep to pull.
- Click the Submit button.
Highest Rank Advancement by Period
The Highest Rank Advancement by Period report shows the Associates with advanced ranks in the selected commission period, including previous rank, highest rank, and current rank.
This section is reserved for custom reports requested by you, built during the implementation stage before launch; these vary by client.
There is one pre-built report available called Top Enrollers.
Shows the Associates that obtained the most amount of new enrollments in the selected period. The report breaks this enrollment number up by Associate Type.