Reporting

Updated Monthly Statement to Print for Your Members

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

Written by Jordan Gilman
Updated over a week ago

Leverage Excel to Build Custom Reports and Charts that Stay Updated

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

Written by Frank Calabrese
Updated over a week ago

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

Written by Jordan Gilman
Updated over a week ago

Weekly Subscription Report to Your Inbox

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

Written by Frank Calabrese
Updated over a week ago

Build Custom Reports

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

Written by Jordan Gilman
Updated over a week ago

How To Run A Report With Variables

exporting data

Written by Frank Calabrese
Updated over a week ago

Daily Transaction Log

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

Written by Frank Calabrese
Updated over a week ago

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

This report will break out all your payments by member.

Written by Frank Calabrese
Updated over a week ago

Export a Custom Report

Written by Jordan Gilman
Updated over a week ago

Transaction Reports

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

Written by Jordan Gilman
Updated over a week ago

Reporting Dashboard - Quick Access to Top Used Reporting Tools

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

Written by Frank Calabrese
Updated over a week ago

See How Much Your Members and Customers Are Spending

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

Written by Jordan Gilman
Updated over a week ago

Run an end of month transaction report and export to Excel

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

Written by Jordan Gilman
Updated over a week ago

Reporting Dashboard

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

Written by Jordan Gilman
Updated over a week ago

Run a Report on Past Event Attendees

Written by Jordan Gilman
Updated over a week ago

Setting Up Alerts & Notifications

Written by Tuba Gursoy
Updated over a week ago

Reports for the Membership Department

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

Written by Tuba Gursoy
Updated over a week ago

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.

Written by Frank Calabrese
Updated over a week ago

Reporting Dashboard - Quick Access to Top Used Reporting Tools

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

Written by Jordan Gilman
Updated over a week ago

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

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

Written by Jordan Gilman
Updated over a week ago

How do I export past purchase history with line items?

Written by Jordan Gilman
Updated over a week ago

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

Written by Jordan Gilman
Updated over a week ago