How do I search for a specific Coach within reports?

There are many ways to search within OPTAVIA CONNECT.  One way you can search is within a given report.  To find a specific coach within a report, follow the instructions below.

The same steps work for all reporting.

Here is an example using the Engage: Your Team Report

  • Scroll to the bottom of the report and select the green button
     
  • Click on the drop-down arrow in the column header First Name and hover your mouse over Filter
  • Filtering options will be displayed, choose the following criteria (See image 1.1):
  • (Show items with a value that is) select Equal to and then enter the first name of the desired Coach.
  • Select And from the drop-down, then select Equal to and enter the first name of the desired Coach again.
  • Click the blue Filter button to view results.

    Results will display desired Coach. Click on the ID number to view profile and business details.

Image 1.1