Reports & Groups

Pull your data how you need it, when you want it.

Pete Zimek, CAE avatar Jenn Norman, CAE avatar Melisa Smith avatar +1
19 articles in this collection
Written by Pete Zimek, CAE, Jenn Norman, CAE, Melisa Smith and 1 other
Custom Reports

Creating Custom Membership and Event Reports

How to pull the data you need out of your database through creating custom reports.
Melisa Smith avatar
Written by Melisa Smith
Updated over a week ago

Report & Group Condition Builder Cheat Sheet

Learn a few tips & tricks on setting up conditions for your custom reports and groups.
Pete Zimek, CAE avatar
Written by Pete Zimek, CAE
Updated over a week ago

Should I Create a Report or a Group?

Learn when to create a Group and when a Custom Report makes more sense.
Melanie Dupont avatar
Written by Melanie Dupont
Updated this week

Novi Custom Report Available Fields

See a full list of available fields that can be queried (used as a report condition) & displayed (in a report column) in custom reports.
Melanie Dupont avatar
Written by Melanie Dupont
Updated over a week ago

Create Custom Reports for Members with User Accounts

How to add user account registration & last login dates to member reports.
Pete Zimek, CAE avatar
Written by Pete Zimek, CAE
Updated over a week ago

Printing Reports in Chrome

How can I remove the header and/or footer to not show the date and time?
Jenn Norman, CAE avatar
Written by Jenn Norman, CAE
Updated over a week ago

Download CSV for Excel

Learn how to download a list or a report into a CSV file that can be opened with Excel, Google Sheets, or Numbers.
Pete Zimek, CAE avatar
Written by Pete Zimek, CAE
Updated over a week ago

Null vs. Empty

Find out the difference between the null and empty conditions in reporting.
Jenn Norman, CAE avatar
Written by Jenn Norman, CAE
Updated over a week ago

Deep Dive: Set of Options vs. Checkbox When Creating a Custom Field

How to determine whether you need a checkbox or a set of yes/no options when setting up a custom field.
Jenn Norman, CAE avatar
Written by Jenn Norman, CAE
Updated over a week ago