CONNECT: Renewal Report

Once logged in, hover your mouse to the Engage tab at the top of the screen and select Renewal Report.

This report displays Coaches within your organization that are due to renew their OPTAVIA Business in the current commissionable month or the next month. Select Send to Message Center to send a personalized or bulk email to Coaches that are due to renew.

Renewal Report - this report can be filtered by Coaches that are due to renew this month or Coaches that are due to renew after this month.

Customize this Report

  1. When selecting this report from the Engage tab you will be directed to a spreadsheet containing a list of your Coaches. This list will include several pieces of information such as their name and renewal date. Use the scroll bars at the bottom and on the right side of the list to scroll through the list.
  2. Click on renewal date to choose ascending or descending. You can also check or uncheck pieces of information you would like in your report, as well as filter information to display specific dates. For example, you can filter the report to show only Coaches who’s renewal date is on or before January 20.

Renewal Report - can use up to 2 parameters to filter this report. The parameters are defined by several drop-downs to help customize the report to fit your needs.

  1. Once you have selected your filters and information you would like to see in your report, navigate your mouse to the top of the list and click ‘CSV’ to run the report. The report will be run and downloaded into Microsoft Excel.