Welcome to this NVisionU tutorial on running your own back office reports to access comprehensive data about your organization.
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Let's get started.
Locating the Reports
To find the reports, head to the "My Organization" section, where you'll discover a segment named "Report Center." By clicking on the Report Center, you'll access a selection of available reports right out of the box.
Creating Your Report
If you wish to create your report, select "Create Report." Give your report a custom name. Reports are constructed using three primary components: filters, columns, and sorting options.
Filters are used to specify the type of individuals you want to include in your report. You can pick a tree type: enroller tree, binary tree, or residual tree. Additionally, you can employ various filters to narrow down the selection. For instance, you may want to see only specific IDs, ranks, or other specific criteria.
The second part of the report involves choosing the columns. These columns represent the information you wish to see about the individuals included in your report. You can select from options like level, customer ID, first name, last name, current rank, enrollment date, country, and sponsor ID.
Lastly, you can sort the report. You can decide the criteria for sorting, such as rank, enrollment date, country, or sponsor ID. Sorting can be either high to low or low to high, and you can even create a secondary sorting criterion.
Saving Your Report
Once you've created your report, it will appear on the main screen. You can save your report by clicking the save button in the top right corner. This saved report will always be available for you under the "Quick Reports" or "Your Reports" sections.
That's a wrap on creating and managing your reports in the NVisionU back office. Thank you for reading, and see you in the next one!
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