> 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-standard-report.md). # Available Reports within the Standard Reporting Dashboard ### 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). ### How to access Navigate to [**REPORTS > Standard Reports**](https://control.peoplevine.com/reporting?type=standard). > **Note (Pro Dash):** Navigate to **Company Menu > Reports & Data > Reporting Dashboard**. Some reports are also available under **SELL > TRANSACTIONS** (Transaction Pivot Reports, View Transaction Report, Account Receivables, Customer Spend Report) and **SELL > GIFT CARDS + STIPENDS > Balance Report** (Credit Balances). ### Interactive reports Click the report name to open it. Adjust filters if available (date range, membership program, status). | Report | Summary | | ---------------------------------- | --------------------------------------------------------------------------- | | People Demographics (Age + Gender) | CRM breakdown by age range and gender | | Group Stats | Member counts by membership program | | Segment People | Filter CRM by attributes and segments | | People Filter | Advanced CRM search with multiple criteria | | Customer Spend Report | Per-customer revenue by category (subscriptions, events, commerce, etc.) | | Export All Members | Full member list export | | Category Revenue | Revenue grouped by billing category | | Location Revenue | Revenue grouped by physical location | | Sales Stream | Revenue over time by stream | | Sales Report | Transaction-level sales detail | | Pull Queue | Orders awaiting fulfillment | | Ship Queue | Orders awaiting shipment | | Live Subscription Report | Current active subscriptions with billing details | | Transaction Pivot Reports | Flexible revenue breakdown by billable item, category, payment type, or tax | | Transaction Report | Transaction-level detail with all fields | | Active Subscriptions | Currently active subscription list | | Cancelled Subscriptions | Cancelled subscription list | | Membership Activity | Member check-in activity | | Loyalty Balance | Current loyalty point balances | | Export Active Subscriptions | CSV export of active subscriptions | | Export Cancelled Subscriptions | CSV export of cancelled subscriptions | | Data Export | Bulk data export tool | | Data Import | Bulk data import tool | ### CSV reports Click **DOWNLOAD CSV** to export or **PREVIEW** to view on screen. | Report | Summary | | ------------------------------------------------------------ | ---------------------------------------------- | | Accounts Receivables | Aging debtors list with open invoice counts | | Active Members with Payment on File | Members with a saved payment method | | Gift Card Balance Report | Outstanding gift card and stipend balances | | Location Member Dashboard | Member breakdown by location | | Member Sales + Sign Up by Employee | Sales and enrolments attributed to staff | | Members and Sub-Members with No Payment on File | Members missing a saved payment method | | Members and Sub-Members with Payment on File | All members/sub-members with payment methods | | Payments on File for Members | Payment method detail per member | | People By City | CRM count by city | | People By Country | CRM count by country | | People By State | CRM count by state | | People By Zip Code | CRM count by postal code | | Subscription Growth | Subscription additions over time | | Touchpoint Activity and Revenue | Engagement touchpoints with associated revenue | | Transaction List By Payment Type | Transactions grouped by payment method | | Transaction List with Gross/Net Revenue after Taxes Breakout | Transactions with tax detail | | Transactions by Revenue Stream | Transactions grouped by revenue category | ### Best Practice Use the **Transaction Pivot Reports** for flexible revenue analysis without building a custom report. ### What Happens Next * **On the reporting side**: Results display on screen or download as a CSV file ready for Excel or Google Sheets. * **Next step**: For reports with custom field selections, see: [How to Create a Custom Report](/products/control-panel-overview/reports-overview/create-custom-report.md). *** *Last updated: 2026-06-07* --- # Agent Instructions This documentation is published with GitBook. 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