Peoplevine

You can now generate quick monthly statements breaking down recent charges along with past due.

Updated Monthly Statement to Print for Your Members

Using the data export engine and the power of excel, you can build out charts, reports and dashboards leveraging...

Leverage Excel to Build Custom Reports and Charts that Stay Updated

How do I correlate attribute data with other data in PeopleVine?

Looking for a quick snapshot of your subscription and membership revenue? Subscribe to the Weekly Report to get this in your Inbox..

Weekly Subscription Report to Your Inbox

You can generate a report with specific date parameter variables to pull the latest data and edit directly in Excel or Sheets.

Custom Reports

How To Run A Report With Variables

This report will break out all your transactions by category and discounts, taxes and net amount paid.

Daily Transaction Log

This report will break out all your payments by member.

Get a Daily Payment Captured Log of All Transactions Processed in a Period of Time

Export a Custom Report

This article highlights the latest transaction reports that are available to your accounting team

Transaction Reports

See a centralized view of all reports available across the various components in PeopleVine.

Reporting Dashboard - Quick Access to Top Used Reporting Tools

With the Customer Spend Report you can see a breakdown of who your most active/highest spending customers are.

See How Much Your Members and Customers Are Spending

You can generate an export of all your sales for last month, this month or even year to date.

Run an end of month transaction report and export to Excel

Use our reporting tools on screen and via csv download to see key business data live.

Reporting Dashboard

Run a Report on Past Event Attendees

Setting Up Alerts & Notifications

Membership reports are a great way to see a birds-eye view of your members all in one place.

Reporting: Membership

See samples of the types of reports PeopleVine can generate in order to get a snapshot of your business in real-time.

Introducing the Reporting Guidebook - An Outline of Available Reports

Get a breakdown of the gender and age group your people and members fall into.

Customer Demographics Dashboard - See Age and Gender Stats for Your People + Members

How do I export past purchase history with line items?

How do I export a list of all generated gift cards?

Jordan Gilman

Frank Calabrese

Tuba Gursoy

Reporting

Getting Started

Videos

GuideBook

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company

Tickets portal

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