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Reporting Dashboard
Use our reporting tools on screen and via csv download to see key business data live… The reporting dashboard contains pre-set reports that we think you may find useful to your business. While you also have the ability to customize and build your own reports, these should get you started… Accessing Pre-set Reports
Reporting Dashboard - Quick Access to Top Used Reporting Tools
See a centralized view of all reports available across the various components in PeopleVine… In addition to the sub menus and navigation search, you can find commonly used reports within our reporting… tool at https://control.peoplevine.com/reporting
Introducing the Reporting Guidebook - An Outline of Available Reports
See samples of the types of reports PeopleVine can generate in order to get a snapshot of your business in real-time… You can access the reporting dashboard at https://control.peoplevine.com/reporting or by going to the… The Reporting Guidebook provides a quick glance at the type of reports PeopleVine offers
Attributes
Reporting… CRM and assign it to the person's profile, which can later be used in segmentation, marketing or reporting… products, it allows you to create additional variations and data segmentation, which can be used for reporting
Custom Reports
You can generate a report with specific date parameter variables to pull the latest data and edit directly in Excel or Sheets… However, we understand that each business is unique and has its own reporting needs, which is why we… All data and reporting matrix Templates How to build video: step 1 How to build video
Introduction to Peoplevine
Reporting… Reporting Run reports on: Customer Spend Transactions Accounts Receivable Activity
Subscription Status
this does not need to be used but is available if your business operation requires this level of reporting… this does not need to be used but is available if your business operation requires this level of reporting… It will continue to show on the CRM profile in the dashboard and in reporting
Accounts Receivable
You can also find this report within the Reporting Dashboard… or by going to https://control.peoplevine.com/reporting/receivables
Categories
Set up Categories to segment your data and produce reports easily… Categories can also allow you to segment data reporting
Set up Categories for Revenue by Category
Which means the Revenue by Category report will also be reporting on this. ​