New Reports + Improved Reporting Engine

Check out the new reporting tools and grid view with sorting and filtering of the live data.


As you may have seen in previous posts, the reporting engine got a new home at https://control.peoplevine.com/reporting and hosts links to all reports throughout PeopleVine, including your custom ones.  As part of this update, we've released some "Additional Reports" which now enables paging and filtering (coming soon to your custom reports).

When clicking on View Grid, not only do you have access to the same data that was being exported to the CSV, now online, you can now page through results and in many cases filter the results... providing you with live reports.


Additional Help Tutorials

Find more ways to grow on PeopleVine.

Add Facebook Pixel Tracking to Your Website - Step by Step Guide

See how to add a Facebook Tracking Pixel to your website and start to target specific actions.

Posted July 12, 2019

New Reports + Improved Reporting Engine

Check out the new reporting tools and grid view with sorting and filtering of the live data.

Posted July 9, 2019

Get Notified When a Member Checks In

You can subscribe to text message alerts when a specific member or members from a specific membership program arrive at your space.

Posted July 9, 2019

How to Utilize and Change the Default Event Graphic

When adding an event to your calendar, having a photo just makes it look that much more enticing, therefore, if you forget one, we'll add a default one for you. But if you don't like ours, read this article to see how you can change it.

Posted July 9, 2019

What happens when the POS and PeopleVine connection stops?

We'll share with you some tips and steps for handling the exception when a POS and PeopleVine connection stops.

Posted June 25, 2019

The Ultimate Agency Tool - Import a Folder of Snippets Directly into the Drag and Drop Builder

Instead of taking the time to copy and paste the HTML, enter a title and take a screenshot, you can now drag and drop folders full of HTML snippets and we'll set them up, categorize them and add a screenshot of the rendered snippet.

Posted June 22, 2019

Improved Transaction Email with Option to Download as PDF

We have made it easier to send someone a transaction receipt by including an out-of-the-box template and a new option to download as a PDF.

Posted June 18, 2019

Make Your Order Receipts Member Friendly

You now have better control over the items that show up on an order receipt in your member portal.

Posted June 18, 2019

Sell Memberships with Credits that are Used When Booking an Appointment

You can setup a membership program that allows a member up to x amount of appointments per month. If they exceed that amount, we'll re-bill them for another month of x amount of appointments that lasts a full billing cycle.

Posted June 17, 2019

Use the PeopleVine Point of eXperience (POX) App to Check In Your Members

The PeopleVine POX app provides you with a front of the house tool to streamline the member check-in process.

Posted June 11, 2019

When Sending Email Newsletters You Can Include a Message Preview

Grab people’s attention by adding a text preview for your email newsletter.

Posted June 11, 2019

Reporting Dashboard - Quick Access to Top Used Reporting Tools

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

Posted June 10, 2019

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.

Posted June 10, 2019

Event Registrations, Schedule Bookings and Accepting Offers Are Now 1-Click

When someone clicks on the call to action when booking a room, appointment, registering for an event or accepting an offer, the item will immediately be added to the user's account if they are logged in.

Posted June 6, 2019

Configuring Your Payment Processor's Thresholds

Your credit card processor may have additional controls to manage fraud. Follow these steps to ensure billing transactions aren't blocked.

Posted June 3, 2019

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