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What are Orders Reports?
What are Orders Reports?

This article will give you a brief description of the orders 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 Orders Reports.

To view the Orders Reports, please visit the Reporting section in your account. We have nine different order reports!

Hot Tip: When clicking on "View Order" in an order report, if you are the authenticated sponsor you will see the order details, shipping, billing, and contact information. If you are not the authenticated sponsor you will only see the order details.

The following Orders Reports are available in your account:

Consultant Autoships: Identify level 1 team members that are subscribed to PULSE Pro and/or CRP.

PC Autoship: Track the status, volumes, and ship date of the PC Perks Subscription orders from your Preferred Customers and your L1 Consultant’s Preferred Customers. Use this information to estimate future orders that could contribute to your GV, and to guide conversations throughout the month.

Orders Contributing to My PV: Track QV, status, and ship dates of your PC, retail, and personal orders, all of which comprise your PV. Use this information to engage with your customers throughout the month.

Orders Contributing to My Level 1 PV: Track QV, status, and ship dates of your team members’ orders contributing to your GV, by order type, including your Level 1 Consultants’ PC, retail, and personal orders. Use this information to drive conversations with your team members throughout the month.

PSQV (Historic): Track where your PSQV came from between July 2022 to June 2023, whether it was from your Consultants or your PCs. This report may also include orders from Consultants that you personally sponsored but are no longer a part of your organization. These Consultants and PCs would not have appeared in any other report.

Tech Tip: PULSE by Penny is a rich data application. To minimize loading times:

1. Have strong WI-FI when seeking to review and analyze your stats.

2. Have the latest operating system updated on your devices so that it runs efficiently.

3. Don't run multiple heavy data-driven apps at once (it may cause delays).

4. Don't uninstall and re-install your app when a new version is available - instead, click 'update' app or have auto-updates turned on in your device.

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

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