Using Genealogy Report

[David Watson]

I am having trouble using filters in the Genealogy report.
I am trying to sort out the new affiliates between certain date ranges etc.
Every thing I try still returns the complete list of affiliates.

Any help would be greatly appreciated.

David .

[stirls]

I was trying to do that same thing last night - I want to see how many affilaites I generated in the month of March - but I couldn't get it.

Anyone know of a way to do this?

[talfighel]

stirls said:

I was trying to do that same thing last night - I want to see how many affilaites I generated in the month of March - but I couldn't get it.

Anyone know of a way to do this?

Hi David and Chris,

I don't think that there is a way of knowing how many affiliates you have sponored in a curtain time frame.

If you want to know how many people you sponor to SFI in a month period, then what I do is this:

Everyday, I go to my account and click on You have xxx messages which is located at the top right hand corner of the page.

Ones you click on that, it will show you how many people you have sponosred. So for yesterday, I counted that I got xxx affiliates and I write it down on my day by day journal. It will show you stats for any day unless you deleted your inbox.

I do this on a daily basis.

Then at the end of the month, you can add all the days up and see how many you got.

I hope that this makes sense. ;D

Tal

[Nancy]

I am not one of the experts on SFI, but you can get the dates of when then joined to show up.

Format-Dates
Sort by-Dates Joined
Filter-Date Joined

This will give you the date the people joined, and also when they completed Smart Start.

It will not seperate them for you, so you have to manually count them. That is the way I have been doing it, and I can't figure out any other way.

Hope this helps some.

Nancy

[David Watson]

I contacted SFI by telephone today. After they tried to use it they decided that it is not working properly. Below is the email I received after the telephone conversation
---------------------------------------------
Thank you for contacting SFI.

Some features of the Genealogy are not yet working properly. SFI is working to fix these issues as soon as possible.

Thank you again, and please let me know if I can answer any other questions for you.

Julie
*****************************
Julie M.
Customer Service Representative

SFI Marketing Group
5945 Cornhusker Hwy Ste. A
Lincoln, NE 68507

Customer Service hours are Monday through Thursday 9am to 4pm CST.
You can contact support by email, [e-mail], by fax
[phone], or by phone during our business hours, [phone]

[hazenenterprises]

Nancy,

Thanks for the info - that works. Like you stated - it puts them in date order but the filter of dates =,<,> does not seem to work properly.

At least this way they are grouped. Some of us don't have to count near as high as Chris - LOL!

Robin