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How to Scroll and Filter Reports
How to Scroll and Filter Reports
The Reporting Dashboard can help you customize and share your metrics!
Cody avatar
Written by Cody
Updated yesterday

What are Reports?

Reports are where you can see quick overviews of all your Personal, Team, Order, and Program information with customizable metrics and columns. There are descriptions under each section that define all reports individually!

Where can you find the Reporting section?

On the mobile app: Click "More" on the bottom right of your screen, then click on "Reporting". This will take you into the dashboard.

On the desktop app: Click on the "Reporting" tab on the left side of your screen to access the reports dashboard.

An image showing where to find the "reporting" section on the left hand side of the screen in Pulse by Penny

The reporting dashboard is a useful tool to review your personal and team performance as well as orders and programs.

  • In the personal reports section, you can view your downline consultants, access customer information, view your earnings, and see your PC orders, autoships, and cancellations.

  • In the team reports section you can view your team contact information, team performance and advancement, PSQV, consultant attrition, new consultants, top enrollers and top qualified, the solution tool, and a comprehensive view of your entire team in vital signs.

  • The orders section gives you an overview of level 1 orders, personal orders, retail orders, consultant and PC autoships, and your PSQV.

  • The programs section shows any available programs available to you, such as Lead the Way or Fast Start.

Hot Tip You can visit a contact's profile through the reports section by clicking directly on their name while in the report. If you want to contact them while in the reporting dashboard, click the active link to their profile and add a task from their profile card!

How to Change the Type of Report

To change the report type while already viewing a report, click the "Type of Report" bar at the top of the screen to scroll through all the different reports. Here is a video showing you how to do this:

How to Select Metrics and Add Filters:

To select a metric on the web app, click on one of the reports. Then go to the top of the reports section under the "Metric" heading and pick the metric you would like to view. Then click "Add Filter". This can be by name, email, start date, skin type, etc. You can also reset these filters by clicking on the "RESET" button.

To do this on your mobile device, click "Show Report Settings" on the top right corner of the app. There you can toggle through the type of report, select metrics, add filters, and determine which column information you want to be shown in your report!

For example, if you wanted to view your Solution Tool results by recommended skin type that contains "Dry" you can add this as a filter on your report or show only these columns!

How to Show or Hide Columns

The "Show/Hide Columns" section on the right-hand side of the screen on your desktop app or in the top right corner of the mobile app. allows you to turn off information you don't want to see in your report and or turn on information that is vital to your knowledge!

Hot Tip This "Show/Hide Columns" section will save the last selection you created, so when you come back into the report you won't have to select them again.

How to Share and Export Reports

To share report filters, you can click the "Share Report Filter" and it will copy the link to your clipboard. You will just need to paste it into a message and send it. Whoever gets the link can see their report with the saved filters you selected and shared with them!

To export a report, navigate to the right side of the screen and click on the "Export Report" button to download your report.

This video takes you through how to share and export your report- all on a desktop computer.

Hot Tip The share and export report features are only available on the web app!

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