Introduction to Genealogy Report
The Genealogy Report is a resource in Virtual Office that gives a Brand Ambassador detailed information on their downline Brand Ambassadors. You can view this report and export it to Excel.
Viewing and Exporting the Genealogy Report
To view and export your Genealogy Report:
|1||Go to: Virtual Office > Points & Rank.|
|2||Click Select a Month and choose from the drop-down menu.|
Click Download to view their Individual Genealogy.
In each of your business pages you will find a Sort & Report area. Use the red link above each table to export full genealogy for the last 13 months to Excel.
Understanding Sort & Report
The Sort and Report feature in your Virtual Office allows you to customize your genealogy report by selecting a series of filters.
It can be located on each business-related page (New Brand Ambassadors, Points & Rank Up and PV). Select your desired filters to see your custom report.
Understanding the Genealogy Report
There are several categories of information in the Genealogy Report. Here is a full breakdown of each category and details to help you understand how to use the information:
This is your downline’s level in relation to you.
Ex: If you personally sponsor a Brand Ambassador, they are your level 1. If your Brand Ambassador sponsors another Brand Ambassador, that new Brand Ambassador is your level 2.
This is your downline’s paid level in relation to you.
Ex: If your personally sponsored Brand Ambassador is not commissions qualified, but you and your level 2 Brand Ambassador are commissions qualified, this column will show your level 2 Brand Ambassador as your paid level 1 Brand Ambassador.
|Name||This is your downline’s full account name.|
|ID||This is your downline’s ID#. This number is used for Customer Service.|
|City||This is your downline’s city.|
|State||This is your downline’s state.|
|Address||This is your downline’s phone number used for their account.|
|This is your downline’s email address used for their account.|
|SponsorID||This is your downline’s direct sponsor’s ID#.|
|SponsorName||This is your downline’s direct sponsor’s full name.|
|HighestAchievedRank||This is your downline’s highest achieved rank.|
|PaidRank||This is your downline’s direct sponsor’s paid rank for the month.|
|Points||This is the number of points in your downline’s organization.|
|PV||This is the number of personal volume (PV) your downline has in their personal orders for the month.|
|WelcomePack||This will show 0 if a Welcome Pack was not purchased this month and 100 if a Welcome Pack was purchased this month.|
|OrgVolume||This is the total personal volume (PV) in this downline’s organization.|
|JoinDate||This is the day your downline first paid their Annual Membership Fee.|
|UpgradeDate||This will show the date this downline Brand Ambassador first upgraded their account. If your downline Brand Ambassador was not previously a customer, this date will be the same as their join date.|
|RenewalDate||This is the date that the Annual Membership Fee is set to renew.|
|CommissionQualified||This will show "yes" if your downline Brand Ambassador is commissions qualified for the month or "no" if your downline Brand Ambassador is not commissions qualified for the month.|
|NextSubscription||This date is when your downline’s subscription is set to run.|
|SubscriptionStatusOn||This shows "yes" if there is a subscription set up and "no" if there is no subscription set up.|
|SubscriptionPV||This shows how much Personal Volume (PV) is in the subscription order.|