Bizworks - Herbalife

Report
Quick Guide
to Traffic Light Report (TLR) Generator
Bizworks – Distributor
Technology Strategy
(Version 0.0/last revised here)
4 Steps to generate TLR
2
Download the “Traffic Light Report” template
1. Login to
Myherbalife.com with
your Herbalife ID and
PIN
2. Go to My Accounts
& Reports in the top
navigation and click
on “Lineage Report”
then…
3.
Click on “Download Traffic Light Report”
generator and download the excel template
4.
Select the location to download the Excel
Template, for example: “At your desktop”and
select “Save”. Wait to the template is completly
downloaded.
5.
Once you download the template click on it to
open
3
- Generate Linear view report from Bizworks
1.
Now on MyHerbalife.com navigate to My Accounts &
Reports > My Downline Reports > Linear View Report
2.
Select the parameters as shown in the
Screenshot and then click on “Report Column
Options” link
4
STEP 2 - Generate Linear view report from Bizworks
1. Select all the columns in “Available Columns”.
To do so, click on the first and last available
columns while holding down the SHIFT key.
2.
Once selected, move all the columns from “Available
Columns” to “Visible Columns” by clicking on the
highlighted green arrow box below, then clicking “Ok”.
5
STEP 2 - Generate Linear view report from Bizworks
1.
After updating the
parameters and Report
Column Options, select the
Report View to “Excel” and
click on “Run Report”
button to generate the
report in excel.
2.
Select the option “Save the
generated file to your
Computer” and close the
exported excel file.
6
- Load Linear view data into TLR template
1.
On the “Traffic Light Report Generator”, previously saved on your
computer in Step 1 and make sure you are on the “Linear View”
worksheet. (You can find the name of the worksheet at the bottom left of
excel as show in Screenshot 1)
2.
Make sure to click on “Enable Content” on the top section. For
MAC – please click on “Enable Macro” as soon as the file opens.
3.
Then click on
“Load Data”
button.
4. On clicking “Load Data” button you will be
prompted to select the file you downloaded
on STEP 2
5. Select the file and click on “Open”
6.
Click on “OK” on the pop-up
7
- Generate Traffic Light Report
1. Now select the
“Lineage Report”
sheet at the Bottom
of the template
2. Once you are on
the “Lineage
Report” sheet click
on the “Load
Report” button
3. Your “Traffic Light
Report” is now
ready to use
8

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