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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!

Melissa Trottier (she/her) avatar
Written by Melissa Trottier (she/her)
Updated over a week ago

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: Located in the bottom right corner - select More, then Reporting. This will direct you to the dashboard.

On the web version: Select the "Reporting" tab on the left side of your screen to access the reports dashboard.

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 the following reports: Monthly Earnings Statement, RF Fast Pay Earnings Statement, Personal Performance, PC Cancellations, Preferred Customers, and Solution Tool Results.

  • In the Team Reports section, you can view the following reports: Vital Signs, Advancement, Consultant Attrition, Team Contact Information, New Consultants, and Level 1 Team Progress to EC.

  • In the Orders Reports section, you can view the following reports: Consultant Autoships, PC Autoships, Orders Contributing To My PV, Orders Contributing to My Level 1 PV, PSQV (Historic)

  • The Programs Reports section shows any program reports, such as Fast Start, Rising Star Bonus, or LV+ Star Maker Summit

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.

How to Select Metrics and Add Filters:

To do this on your mobile app, select "Show Report Settings" in the top right corner. 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!

To select a metric on the web version, open 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 select "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.

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 top right corner of the mobile app or on the right-hand side of the web version 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. The filters will reset when you are logged out of your PULSE by Penny.

How to Share and Export Reports

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

To share report filters, you can select the "Share Report Filter" button 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! (Please note: Your metrics will not be shared, only the filters)

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 the web version.

The product images shown are for illustration purposes only and may not be an exact representation of the product.

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