This report displays new Clients within your organization month-to-date. Within this report you can view new Clients in your Frontline or within your organization.
- To access reporting via OPTAVIA CONNECT, hover your mouse over Client Support in the navigation bar and then click Clients Report.
- Report Type - Select the drop down to toggle between New Clients This Month and All Clients.
- Select the toggle button on the right side of the screen to view Frontline Only or Organization.
*Leadership columns are located at the end of the report and can be accessed by scrolling to the right (i.e. Executive Business Leader and Master Business Leader)