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Reporting
20 articles
Updated Monthly Statement to Print for Your MembersYou can now generate quick monthly statements breaking down recent charges along with past due.
Leverage Excel to Build Custom Reports and Charts that Stay UpdatedUsing the data export engine and the power of excel, you can build out charts, reports and dashboards leveraging...
How do I correlate attribute data with other data in PeopleVine?
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..
Custom ReportsYou can generate a report with specific date parameter variables to pull the latest data and edit directly in Excel or Sheets.
How To Run A Report With Variablesexporting data
Daily Transaction LogThis report will break out all your transactions by category and discounts, taxes and net amount paid.
Export a Custom Report
Transaction ReportsThis article highlights the latest transaction reports that are available to your accounting team
Reporting Dashboard - Quick Access to Top Used Reporting ToolsSee a centralized view of all reports available across the various components in PeopleVine.
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.
Reporting DashboardUse our reporting tools on screen and via csv download to see key business data live.
Run a Report on Past Event Attendees
Setting Up Alerts & Notifications
Reporting: MembershipMembership 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?