The Associate Reports page features specific data on associate-related activities in the system. These reports are grouped by the topic they cover, with each showing a specific data set within that topic.
View each report by clicking the report’s name.
All reports can be exported by clicking the Export button in the report. A CSV file will download and can be opened 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
Finding the Page
In Corporate Office, navigate to: Reports > Associate Reports.
Shows the newly signed-up associates for the selected time period.
In the report, the Summary section gives a brief rundown of the number of Enrollments by Associate Type and Enrollments by Associate Status.
Email Communication Preferences (Export Only)
The Email Communication Preferences and Text Communication Preferences reports export in a CSV file.
The reports feature associates’ First/Last Name, Back Office ID, Email Address, Primary Phone, Secondary Phone, 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 the details of 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.
Shows all the associates who’ve achieved they’re 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 achieved the high rank again in the current period, they’ll still show up in the current report.
Shows all associates that’ve maintained and/or advanced in rank by the selected commission period.
For this report, the Coding Tree must be used and associates need to be coded to each other.
The report displays the coded ranks for associates, as well as 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 amount of Levels deep to pull.
- Click the Submit button.
Highest Rank Advancement by Period
Shows the associates that’ve advanced ranks in 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 prior to launch; these vary by client.
There is, however, one pre-built report available called Top Enrollers.
Shows the associates that obtained the most amount of new enrollments in the selected time period. The report breaks this enrollment number up by Associate Type.