Learning a new software system can seem a little overwhelming, but hopefully a little exciting too. We've created a "Getting Started" guide for each section of the system so that you can feel comfortable navigating Novi in no time.
Should you have any questions, we're only a click of the "blue bubble" away (bottom-right).
We're excited to have you as part of the Novi fam! And with that, let's dive in!
Reports & Groups
In harnessing the power of your data, you'll want to first determine if you need to create a report or a group. Is the goal to export specific details about your membership (a report), or do you need to identify a specific subset of your membership (a group)?
GROUPS
To view and update your existing groups or add a new group, from the backend left navigation, go to Members > Segments > Groups. This is where you can view the complete list of your groups and each of their details, such as the number of members and beneficiaries receiving benefits from the group, and the status of any active syncs. To create a group, click the button Add Group at the top right.
Enhanced Member Engagement Using Groups
Groups provide flexibility to how you can communicate and provide exclusive benefits to members. Examples of features available with Groups include:
Directories: Build a unique Directory listing for a specific group of members (or non-members).
Email Segmentation: Sync group member emails to Constant Contact or MailChimp to send custom emails to interest groups, synced Event registrant lists, members with open dues invoices, and more.
Members-only Resources: Lockdown specific pages, blog categories, or Novi Secure Files to be viewable only by logged-in members with benefits, and provide exclusive member pricing for event tickets and products.
Special Pricing: Lockdown event tickets and ecommerce products to specific users to provide special pricing.
NOVI REPORTS
Novi has a selection of pre-built reports to help you filter, pull and visualize your data quickly. Look for the following reports in the backend left navigation, under Reporting.
Membership Reports:
Membership Change Summary to report on your membership trends over time
Add Report to track your membership growth
Drop Report to track your members who dropped or expired
Member Engagement to track your members' event and product purchase activity
Committee Terms for a glimpse at committee terms across all records
Financial Reports:
Ecommerce Sales to view sales data for Ecommerce transactions sold within Novi AMS (this includes items from your Ecommerce store, Product Add-ons, and Event Add-ons)
Item Sales to view sales data from QuickBooks combined with Membership Details from Novi AMS
General Reports:
Event Comparison to view a side-by-side comparison of event performance
Set of Options to report on your 'set of options' Custom Fields, such as Areas of Expertise
Activity Report to pull members' activities, tasks, and CEUs all in one place
Promo Code Usage Report for a comprehensive report of all promo code usage.
Troubleshooting Reports:
Email Sync to view and manage emails that are synced from Novi to MailChimp and/or Constant Contact
Transactional Email Log to review the deliverability and open/clicks of transactional emails sent from Novi
Audit Log to track database changes by date, user, value, and more (a great tool for troubleshooting)
CUSTOM REPORTS
For those times when you need to build a unique report, Novi enables you to create Custom Reports.
To start, click Custom Reports under Reporting, then begin a new report by clicking the Add Membership Report button in the top right corner. Or select the arrow to display the drop-down menu to create an Event Management or Event Attendance report.
With close to 2,000 fields available to query for your reports, defining your report as Membership or Event makes it easier for you to find the fields you need.
Don't forget to use Report Categories to keep reports organized. Create a Report Category first, then from the custom reports list, quickly filter reports by category.
Want to share your report results? You can:
print the report as a PDF file
share the report with other admins by copying the URL from your browser window
Reports & Groups 101
Articles - here are some basic articles we recommend that you review to help you perform some of the more common actions within Novi:
Novi Roundtables - hear from your Novi peers about tips and best practices:
Reports Training (1 hour) - if you haven't already, be sure to learn the basics by attending this training one of two ways:
Troubleshooting
Reports and Groups are robust tools and powerful for membership management. Novi is always adding to our resource library, but below are additional articles to help with some deep dives into reporting and groups: