> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/reports-overview/run-customer-spend-report.md).

# How to Run a Customer Spend Report

The Customer Spend Report shows how much each customer has spent across the different revenue streams in Peoplevine: subscriptions, commerce, events, scheduling, applications, charity, gift cards, and other revenue. The report includes everyone in your CRM, including non-members. Use it to identify top spenders, spot low-engagement customers, or review spend by membership program.

### Before you begin (Prerequisites)

* **Permissions**: You must be an **Administrator**, **Supervisor**, or **Support**. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md).
* **Data availability**: Transaction records must exist in the system for the date range you want to analyse.

### Instructions

1. Navigate to [**CRM > Customer Spend Report**](https://control.peoplevine.com/customer/spend/report).

> **Note (Pro Dash):** Navigate to **CRM > Reports > Customer Spend Report**.

2. Set filters to narrow the results:
   * **Date range** -- enter a start date and end date (mm/dd/yyyy format).
   * **Search** -- type a name to find a specific customer.
   * **Sort by** -- select a sort option from the dropdown. Options include By Name, By Company, or By Most/Least spend across each revenue stream (Total Spend, Schedule Spend, Application Spend, Event Spend, Charity Spend, Subscription Spend, Giftcard Spend, Commerce Spend, Other Spend). The default sort is **By Most Total Spend**.
   * **Membership program** -- select a specific membership program from the dropdown, or leave it on **Show All** to include everyone.
   * **Member's Only** -- tick this checkbox to restrict the report to active members only.
3. Click **APPLY** to load the results.
4. Review the report. Each row shows a customer name with their spend broken down by revenue stream. Click a customer name to open their CRM profile.
5. To download the data, click **EXPORT**.

### Best Practice

Use the sort options to quickly answer specific questions -- for example, select **By Most Subscription Spend** to identify customers with the highest recurring revenue, or **By Least Total Spend** to find low-engagement customers who may benefit from outreach.

### What Happens Next

* **On the reporting side**: Results display on screen. The export downloads the data for use in Excel or Google Sheets.
* **Next step**: To view the full transaction detail behind a customer's spend, click **VIEW ALL TRANSACTIONS** at the top of the report to open the transaction listing. For a broader revenue analysis by date, category, or payment method, see: [How to Run a Standard Report](/products/control-panel-overview/reports-overview/run-standard-report.md) and use the Transaction Pivot Reports.

***

*Last updated: 2026-06-07*


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