CONNECT: Clients Report

The Clients Report displays Client ID number, first and last name, email address, entry date and account status.

  1. Hover your mouse over the Client Support tab in the CONNECT navigation bar. 
  2. Next select Clients Report. *Click on the ID number of a Client to view profile. 
  3. Select the Report Type drop down to toggle between All Clients and New Clients This Month.
  4. Toggle between Frontline Only and Organization by selecting the button on the right side of the screen.

*Leadership columns are located at the end of the report and can be accessed by scrolling to the right (i.e. Global Director and Presidential Director)

Clients Report.