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Reporting

Reporting

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

Melisa Smith avatar Pete Zimek avatar Jenn Norman avatar
13 articles in this collection
Written by Melisa Smith, Pete Zimek, and Jenn Norman

Group Email Sync Status

Melisa Smith avatar
Written by Melisa Smith
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 avatar
Written by Jenn Norman
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 avatar
Written by Pete Zimek
Updated over a week ago
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 avatar
Written by Pete Zimek
Updated over a week ago

Null vs. Empty

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

Create custom reports for members with user accounts

Add user account registration & last login dates to member reports.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago
Groups

Create a New Group in Novi

Learn how to create a Group in Novi, by selecting specific records or creating conditions.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Group Beneficiaries

Learn more about Group Beneficiaries when setting up a group
Jenn Norman avatar
Written by Jenn Norman
Updated over a week ago

Deep Dive: Setting Group Conditions for Drop Down Fields

Learn how to setup a group based on custom fields setup as drop downs where multiple values can be selected from the list.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago
Novi Reports

Member Engagement Report

Learn how Novi AMS tracks whether members have been engaged through their attendance at an event (or class) or using your Ecommerce store.
Melisa Smith avatar
Written by Melisa Smith
Updated over a week ago

Areas of Expertise Reporting

Learn how to find and export Areas of Expertise
Jenn Norman avatar
Written by Jenn Norman
Updated over a week ago