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Reporting
22 articles in this collection
Written by
Jordan Gilman,
Frank Calabrese,
and
Tuba Gursoy
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