What are Team Reports?

This article will give you a brief description of the team reports and how they can be read.

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

Reports are for you to see quick overviews of all your Personal, Team, Order, and Program information with customizable metrics and columns. In this article, we will talk specifically about Team Reports.

To view the Team Reports, please visit the Reporting section in your account;

The following Team Reports are available in your account:

Vital Signs: This report will help you get a comprehensive view of your entire team. View their performance metrics (including SV, PV, GV, L1+L2 QV, L1-L6 QV), their title achievement, their EC Legs and LV EC Legs, and other relevant information such as Grace, CRP, PULSE Pro, and more. Apply filters and sort to view specific details about your downline.

Please note:

- ​When selecting a month prior to July 2023, you will see previous compensation plan metrics and the disclaimer that “These metrics represent the previous compensation plan”.

​- Under the ‘Period’ drop-down, you will see the Current Month and the previous 12 months.

Advancement: Identify team members who have reached a new Recognition Title for the very first time. Search for a specific time frame using this format: YYYY/MM to view Consultants that have achieved a new title in that period.

Consultant Attrition: In this report, you can view Consultants, down to your Level 10 (L10), who have left the R+F business in the past 365 days.

Team Contact Information: View contact information, including phone number and mailing address, for your downline (up to your L10).

New Consultants: This report will show you your new consultants. This report will populate new team members from the enrollment date until 120 days post-enrollment, after which they will no longer appear in the report.

Level 1 Team Progress to EC: The results in this report show your team members who have advanced to EC title, are making progress towards advancing to EC, and those who may not advance to EC this period.

Hot Tip: You can export the reports to a spreadsheet

Hot Tip: Are you looking for your Placement tree? The Placement tree is located in the Team Care section. It will provide you visibility to quickly see who among your directs s represents an EC Leg or an LV EC.

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