Summary:  This training will guide you through the use and understanding of the simple WorldVu customer reports.  These general reports can be found under Reports > Customers > “New Accounts” or “Customers by Order Total” or “Customers by Numbers of Orders” or “Customer Reports”. These reports contain simple data which may be helpful.  If more advance reports are needed then we recommend placing a ticket to your Success Coach and requesting a custom report.  

Log Into WorldVu Dashboard

  • Reports > Customers > Choose a specific report from the list

Note:  The “New Accounts”, “Customers by Orders Totals” and “Customer by Number of Orders” reports are set reports that cannot be changed.  The “New Accounts” will provide information for a date range of any new enrollments.  The “Customers by Orders Totals” and “Customers by Numbers of Orders” reports essentially provide identical information with one emphasizing customers with the highest total of orders and the other emphasizing customers with the highest dollar amount for orders.  These reports could be used to track fraud or gaming of the system.

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Running or Creating “Customer Reports”

  • Go to Reports > Customers > Customer Reports
  • Click on the list of existing reports and run the report for the date range desired
  • Click “Search”
  • If creating a new report, click on “Add New”
  • Provide a name for the report in the “Report Label” field
  • Click on “Add Field”.  You may move the order of the fields up or down by using the features listed beside the “Add Field” area.

Note:  This report is limited to information pertaining to the Distributor/Customer, the Sponsor and/or Placement.  If additional information is desired for the report this would require a custom report which can be requested through a ticket and/or your Xennsoft Success Coach.

  • Once you have all the fields added that you need for the report, you may click “Save and View” to review your report or “Save” if you are done
  • Your report will be listed to run as needed in your “Customer Reports” page

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We hope this helps.  Check out our other training posts for additional assistance.