Releventful

Learn how to choose and run the right report, apply date and brand filters, and review the underlying records to understand your results.

Getting Started with Reports

Learn how to filter reports to focus on the records and data you need, then clear or adjust filters to compare broader results.

Filtering Reports

Learn how to customize report columns to display the information your team needs and save the layout for future use.

Customizing Report Columns

Learn how to save custom reports with your preferred filters, columns, date range, and brand so you can easily reuse them later.

Saving Custom Reports

Learn how to export reports with the correct date range, brand, and filters, then verify the file before sharing your data.

Exporting Reports

Learn how to use lead and sales reports to track inquiry volume, lead sources, sales owners, and pipeline stages across your business.

Reporting on Leads and Sales

Learn how to use revenue reports to track booked sales, invoice values, and payments across events, brands, and time periods.

Reporting on Revenue

Learn how to use package and add-on reports to track what was sold, compare quantities and revenue, and review the invoices behind your results.

Reporting on Packages and Add-Ons Sold

Learn how to use payment reports to track overdue and received payments, review failed or refunded transactions, and reconcile payment activity.

Reporting on Payments

Learn how to use tax reports to review tax totals by date, brand, and tax type and verify the invoices behind your results.

Reporting on Taxes

Learn how to use dashboard reports and filters to monitor key business metrics, explore specific data segments, and review the records behind your results.

Using Dashboard Reports and Filters

Learn how to use Rae Insights to identify business trends and opportunities, explore supporting reports, and verify the underlying data before taking action.

Using Rae Insights

Naomi Sherman

Learn how to use Releventful reports and insights to track leads, sales, revenue, payments, taxes, and services while customizing, filtering, saving, and exporting the data you need.

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