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Review Your Submitted Slips

Jeremy Walsh
  • Updated

You can quickly look through all of the slips that you have submitted through BNI Connect. These reports can be run for any date range and allow you to track and follow up with your activities!

Log Into BNI Connect and Choose a Report

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Choose a Date Range

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By default, most reports will have a 6 month date range selected. To change the START or END date, click in the box and select a new date from the calendar. Any range of dates may be selected.

Note: This report will only report on activity that was entered by submitting electronic slips.

My TYFCB

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  1. The Report Parameters will be listed at the top of the report.
  2. Use the Export button to download this program to your computer for use in a spreadsheet format.
  3. Use the Print button to send this report to your locally attached printer.
  4. The submitted slip details will be listed in the details section. Any column header that is UNDERLINED is sortable.
  5. The cumulative Total will be displayed in the gold bar.
  6. Press the Close button to return to the Landing Page.

My Referrals

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  1. The Report Parameters will be listed at the top of the report.
  2. Use the Export button to download this program to your computer for use in a spreadsheet format.
  3. Use the Print button to send this report to your locally attached printer.
  4. The submitted slip details will be listed in the details section. Any column header that is UNDERLINED is sortable.
  5. The TRACKING SHEET STATUS will be automatically updated when your referral partner updates the status in their Referral Tracking Sheet!
  6. The cumulative Total will be displayed in the gold bar.
  7. Press the Close button to return to the Landing Page.

My One to Ones

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  1. The Report Parameters will be listed at the top of the report.
  2. Use the Export button to download this program to your computer for use in a spreadsheet format.
  3. Use the Print button to send this report to your locally attached printer.
  4. The submitted slip details will be listed in the details section. Any column header that is UNDERLINED is sortable.
  5. Press the Close button to return to the Landing Page.

My CEUs

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  1. The Report Parameters will be listed at the top of the report.
  2. Use the Export button to download this program to your computer for use in a spreadsheet format.
  3. Use the Print button to send this report to your locally attached printer.
  4. The submitted slip details will be listed in the details section. Any column header that is UNDERLINED is sortable.
  5. The cumulative Total will be displayed in the gold bar.
  6. Press the Close button to return to the Landing Page.

Happy Connecting!

Version 2013.11.04.1424

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Comments

1 comment

Date Votes
  • Mrs. Karen Thaemert

    Only the 1-2-1's that I've entered show up on my Review Your 1-2-1's report.  My numbers in my PALMS report are correct but the listing is not. 

    -1

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