When logged into a Novi AMS website, association admins have access to the backend database where there are numerous lists available in areas such as members, ecommerce orders, events, and more.
Every list on the backend will have the following at the top right of the list:
a gear icon with available display columns and number of rows displayed per page
export icons for .pdf and .csv files
This makes it easy to quickly pull in data points whether to view directly in Novi or to download as a report.
Customize columns on backend lists
List View > The gear icon throughout the backend of Novi allows admins to display (or not display) columns related to that list's information. The available columns under the gear icon are grouped in sections that are collapsed by default. Clicking on a section will expand it and present a list of fields that can be checked to show or unchecked to hide from the list view.
You will also see an option to increase the number of available rows per page.
Note: These display options will be sticky for an association admin's view (not anyone else's) and in a specific browser and device (not across browsers or other devices used). If needed, columns can be reset to the default Novi list view.
List Export > If you then choose to export the list you will have the option of downloading the data using the icons next to the gear:
PDF (printer icon) - clicking on this will download a file with only the visible columns
CSV (Excel icon) - clicking on this will display two options:
All Fields
Visible Fields Only
In the sections below, we'll take a closer look at the different areas of the backend that have additional display columns available under the gear icon.
Quick Links:
Members List
The available display columns (under the gear icon) on the Members List are:
Member Data
Member Sub Status
Member Since
Membership Expires
Original Join Date
Application Date
Approved Date
Total Seats
Unassigned Seats
Contact Information
Billing Address
Shipping Address
County/Parish
Phone
Mobile
Email
Website
Instagram
Facebook
LinkedIn
Twitter
Do Not Send Marketing Emails (if true: Yes, if not true: empty)
Personal Info
Personal Email
Personal Phone
Personal Mobile
Personal Address
Job Title
Credentials
Related Records
Parent
Grandparent
Top-Level Parent (this is the record that's "highest" in the family tree - the one with no parent)
Primary Contact
Primary Contact Email
Primary Contact Phone
Billing Contact Email
Billing Contact Phone
Management Access - A Yes/No field only for individuals who have been designated as having management access to a company
Member Custom Fields - These fields are unique to each Novi site and can be added to this list of available columns by adjusting the custom field visibility settings.
To add custom fields to this list: On the backend, go to Fields > Custom Fields > open the field's settings modal > scroll down to the Visibility section and check the box for "Member List View (Admin)"
Activities & Engagement - Dates listed are for the record itself. For example, company records cannot have Credits or Event Registrations.
Active Committee Terms
Last Activity Date
Last Call Date
Last Credit Date
Last Event Date
Last Event Name
Last Meeting Date
Last Note Date
Last Note Subject
Last Note Notes
Last NPS Score (only displays for people)
Last NPS Date
Last NPS Feedback
Average NPS (only displays for companies)
Last Product Order Date
Last Product Order #
Last Task Date
Accounting
Open Balance
Overdue Balance
Open Dues Balance
Overdue Dues Balance
Invoicing Privileges
User Account
Last Login Date
Account Creation Date
Account Email
System
API Unique ID - Member
Member Record Transactions List
>> Same as the Transactions section below.
Member Record Events List
>> Same as the Attendees section below.
Member Record People List
In addition to all of the available columns in the Members List, the People tab on member records includes the following under the gear icon:
Member Data - This section has one extra display column that can be shown or hidden:
Type (indicates if the record is a person with a user account or a person without a user account)
Member Record Sub Companies List
In addition to all of the available columns in the Members List, the Sub Companies tab on member records includes the following under the gear icon:
Member Data - This section has one extra display column that can be shown or hidden:
Type (indicates that these records are companies)
Recent Signups List
In addition to all of the available columns in the Members List, when viewing your Recent Signups list there will be several more display columns available under the Signup Details section of the gear icon. This section includes the following fields:
Signup Details
Contact
Signup Date
Transaction
Payment Status
Approved
Group Members List
In addition to all of the available display columns in the main Members List, each Group in Novi has a section for Group Details under the gear icon. In this section, the following fields are available:
Group Details
Type (indicates if the record is a company, a person with a user account, or a person without a user account)
Group Member Status (Primary Group Member or Beneficiary)
MailChimp (if applicable)
Constant Contact (if applicable)
Transactions List
In addition to all of the available columns listed in the Members List, the Transactions list also includes the following available columns under the gear icon:
Transaction Details
Date
Transaction Type
Revenue Type
No.
Due Date
Balance
Total
Status
Last Sent Date
Payment Dates (includes all dates when payments were applied)
Final Payment Date (the date when an invoice or sales receipt became "Paid")
Related Event
Related Products
Order Number
Auto-Pay Status
Auto-Pay Date
System
QuickBooks API - Transaction ID
QuickBooks API - Customer ID
API Unique ID - Member
Orders List
In addition to all of the fields listed above in the Members List section, the Orders list in the Ecommerce section also has the following display columns available under the gear icon:
Order Details
Order Type
Billable Party
Deliver To
Date
Total (total transaction amount, which may include additional items that are not part of the ecommerce order, like event tickets or membership dues)
Order Status
Payment Status (paid or unpaid, plus additional information about the transaction)
Gross Revenue (this is the total pre-discount)
Discount (any discount applied)
Net Revenue (total less discount; the actual amount paid)
Related Event
Related Products
System
API Unique ID - Order
API Unique ID - Purchaser
Subscriptions List
In addition to all of the available columns listed in the Members List, the Subscriptions list includes the following available columns under the gear icon:
Subscription Details
Subscription #
Billable Party
Amount
Open Transactions
Subscription Start
Subscription End
Cancelled
Subscription Auto-Renew
Next Renewal
Do Monthly Billing
System
API Unique ID - Subscription
API Unique ID - Purchaser
Product Detail Purchases List
In addition to all of the available columns listed in the Members List, the Product Detail Purchases List includes the following available columns under the gear icon:
Order Details
Order Date
Order Type
Order Status
Purchaser (If a guest (non-logged in user) Company is needed update in Association Settings)
Payment Status
Qty
Price Paid
Discount
Net Amount
Related Event
Related Products
Deliver To
Deliver To Email
Deliver To Phone
Deliver To Address
Product Custom Fields
System
API Unique ID - Order
API Unique ID - Purchaser
Ecommerce Sales Report
In addition to all of the available columns listed in the Members List, the Ecommerce Sales Report includes the following available columns under the gear icon:
Order Details
Order #
Order Date
Order Type
Order Status
Purchaser
Payment Status
Qty
Price Paid
Discount
Net Amount
Related Event
Related Products
Deliver To
Deliver To Email
Deliver To Phone
Deliver To Address
Product Custom Fields
System
API Unique ID - Order
API Unique ID - Purchaser
Item Sales Detail Report
In addition to all of the available columns listed in the Members List, the Item Sales Detail Report includes the following display columns:
Details
Description
Date
Member
Related Event
Related Products
Accounting
Transaction Type
Num
Memo/Description
Class
Department
Account
A/R Paid
Invoicing Privileges
Membership Engagement Report
In addition to all of the available columns listed in the Members List, the Membership Engagement Report includes the following available columns under the gear icon:
Member Data - This section has one extra display column that can be shown or hidden:
Type (indicates if the record is a company, a person with a user account, or a person without a user account)
Activities & Engagement - This section has additional activities. Roll-ups include member records and their immediate children.
Roll-up: Last Event Date
Roll-up: Last Event Name
Roll-up: Last Product Order Date
Roll-up: Last Product Order #
Membership Add Report
In addition to all of the available columns listed in the Members List, the Membership Add Report includes the following additional display columns under the gear icon:
Member Data - This section has one extra display column that can be shown or hidden:
Type (indicates if the record is a company, a person with a user account, or a person without a user account)
Membership Drop Report
In addition to all of the available columns listed in the Members List, the Membership Drop Report includes the following additional display columns under the gear icon:
Member Data - This section has one extra display column that can be shown or hidden:
Type (indicates if the record is a company, a person with a user account, or a person without a user account)
Activity Timeline Report
In addition to all of the available columns in the Members List, the Activity Timeline Report also has a section for Activity Details under the gear icon. In this section, the following fields are available:
Activity Details
Contact Person
Activity Type
Subject
Notes
Assigned To
Task Complete
Event Attended
Old Membership Status
Old Membership Sub Status
New Membership Status
New Membership Sub Status
CEU
CEU Types
Created Date
Created By
Last Updated Date
Last Updated By
Email Sync Report
Columns
Related Groups
Related Committees
Related Events
Set of Options Report
The Set of Options Report has all of the same display columns available as the Members List.
Events List
The available columns under the gear icon for the Events List are:
Details
Budget
Revenue
$ Budgeted
$ Variance
System
Frontend URL
Novi Registration URL
Details Override URL
Registration Override URL
Online Link URL
API Unique ID - Event
Attendees List
In addition to all of the available display columns listed in the Members List, the Attendees List on each Event includes the following additional fields under the gear icon:
Member Data - This section has one extra display column that can be shown or hidden:
Type (indicates if the attendee is a person with a user account or a person without a user account)
Attendee Details
Registration #
Attended
Full Name
First Name
Last Name
Company
Promo Codes
QR Code URL
Status
Gross Revenue
Discount
Net Revenue
Ticket Type
Date
CEU
CEU Types
Registration Type
Event Custom Fields - These fields are unique to each Novi site and can be added to this list of available columns by adjusting the custom field visibility settings.
To add custom fields to this list: On the backend, go to Fields > Custom Fields > open the field's settings modal > scroll down to the Visibility section and check the box for "Events"
Purchaser - These fields are populated by the purchaser of the ticket, which can differ from the event attendee.
Purchaser
Purchaser - Parent
Purchaser - Phone
Purchaser - Email
Purchaser - Billing Address
Purchaser - Shipping Address
Purchaser - County/Parish
System
API Unique ID - Attendee
API Unique ID - Purchaser
API Unique ID - Event
API Unique ID - Ticket
API Unique ID - Member
Tickets List
The available display columns under the gear icon for the Tickets List include:
Ticket Information
# Available
# Sold
# Seats Per Ticket
Price
Purchasable By
CEU
CEU Types
Start
End
Accounting Information
Accounting - Item
Accounting - Class
System
API Unique ID - Ticket
Member Types List
The available display columns under the gear icon for the Member Types List include:
Details
Color (this color is associated with the member type on the Member List Stage)
# of Customers (total number of records in member type regardless of member status)
Frontend Registration (displays whether the member type is available to join from the frontend)
System
API Unique ID - Member Type
NPS
The available display columns under the gear icon for NPS > Details include:
Score Date
NPS Score
Status
Feedback
Survey Sent Date
Reminder Sent Date
Ignore Date
Source
Related NPS Follow Up Notes