Renewal Report

This report displays Coaches that are due to renew their OPTAVIA Business in the current month. 

To run the report of Coaches who are due to renew their OPTAVIA business, follow the below steps:

  1.  Once logged in, hover your mouse to the Engage tab at the top of the screen and click Renewal Report.
  2. 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.
  3. 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.
  4. 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.