Reporting
12 articles
Reporting DashboardUse our reporting tools on screen and via csv download to see key business data live.
Custom ReportsYou can generate a report with specific date parameter variables to pull the latest data and edit directly in Excel or Sheets.
Weekly Subscription Report to Your InboxLooking for a quick snapshot of your subscription and membership revenue? Subscribe to the Weekly Report to get this in your Inbox..
Run an end of month transaction report and export to ExcelYou can generate an export of all your sales for last month, this month or even year to date.
Run a Report on Past Event Attendees
How to Run a Membership ReportMembership reports are a great way to see a birds-eye view of your members all in one place.
Introducing the Reporting Guidebook - An Outline of Available ReportsSee samples of the types of reports PeopleVine can generate in order to get a snapshot of your business in real-time.
Reporting Dashboard - Quick Access to Top Used Reporting ToolsSee a centralized view of all reports available across the various components in PeopleVine.
Customer Demographics Dashboard - See Age and Gender Stats for Your People + MembersGet a breakdown of the gender and age group your people and members fall into.
How do I export past purchase history with line items?
How do I export a list of all generated gift cards?
How to Export ApplicantsThis article outlines the process of exporting applicants