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Revenue by Contact Custom Field Report
Revenue by Contact Custom Field Report
Natalia avatar
Written by Natalia
Updated over a week ago

Here are some points to take note of when using the Revenue by Contact Custom Field report on your ZenMaid Reports page.

  • This report will only take into account your Customer Custom Fields that are in Dropdown type.

  • This means that any other type of Contact Custom Fields (such as Checkbox, Short Text, or Long Text) won't show up when you run your Revenue by Contact Custom Field report.

  • In addition, apply a segmentation with not too many options to make the report readable. Minimize your dropdown options as much as you can so your report will deliver the best results.

  • Having a lot will give your report a lot of different columns/lines.

  • To access and run your Revenue by Contact Custom Field report, go to Reports from your ZenMaid dashboard.

  • Find the section Revenue by Contact Custom Field under Marketing and Growth and click on the Run Report button.

  • You can click on the How to use? for additional details about running the report.

  • On the next page, set the dates by clicking using the From and To fields.

  • Under the For field, click to show options. Again, the options will only show your contact custom fields that are dropdown type.

  • Click on the Run Report button and wait for your report to be generated.


Keywords:
customer custom field report, report custom field, reports issue, reports limitation, revenue report

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