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Revenue by Contact Custom Field Report

Learn how to access and run the Revenue by Contact Custom Field report in ZenMaid to analyze revenue by customer segments using dropdown-type custom fields.

Written by Natalia
Updated over a week ago

Summary

  • The Revenue by Contact Custom Field report helps you analyze revenue based on specific customer segments using dropdown-type custom fields.

  • It’s useful for tracking how much revenue is generated by different customer types, sources, or other categorizations you've set up in your dropdown fields.

  • Only Customer Custom Fields set as Dropdown will be available for this report—other field types like text or checkbox are not supported.

  • This article covers how to access, configure, and run the report.


Adding Customer Custom Fields

  • From the ZenMaid Dashboard, go to Contact custom field option under Contacts.

  • This report will only take into account your Customer Custom Fields that of the Dropdown type, so make sure to select that type before adding the options.

  • 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. Please minimize your dropdown options as much as possible so your report delivers the best results.


Using The Revenue By Custom Field Report

  • 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.

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

  • On the next page, set the dates by clicking on 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 of the dropdown type.

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


Keywords

  • customer custom field report

  • custom field report

  • reports issue

  • revenue report

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