Novi AMS

Getting Started: A Guide To Reports & Groups

These member type distinctions provide straightforward conditions for pulling members into custom reports.

Designated and Effective Member Types

Taryn Hill

Jenn Norman, CAE

Pete Zimek, CAE

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

Reports & Groups

How to pull the data you need out of your database through creating custom reports.

Creating Custom Membership and Event Reports

Learn a few tips & tricks on setting up conditions for your custom reports and groups.

Report & Group Condition Builder Cheat Sheet

Learn when to create a Group and when a Custom Report makes more sense.

Should I Create a Report or a Group?

See a full list of available fields that can be queried (used as a report condition) & displayed (in a report column) in custom reports.

Novi Custom Report Available Fields

How to add user account registration & last login dates to member reports.

Create Custom Reports for Members with User Accounts

How can I remove the header and/or footer to not show the date and time?

Printing Reports in Chrome

Learn how to download a list or a report into a CSV file that can be opened with Excel, Google Sheets, or Numbers.

Download CSV for Excel

How to determine whether you need a checkbox or a set of yes/no options when setting up a custom field.

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

Find out the difference between the null and empty conditions in reporting.

Null vs. Empty

Automate Scheduled Email Delivery of Custom  Reports

Melanie Dupont

Custom Reports

View a list of members' activities, tasks, and credits all in one place.

Activity Timeline Report

View a report showing item-level sales for all Ecommerce products ordered in Novi.

Ecommerce Sales Report

See detailed sales data from QuickBooks tied to Member record data in Novi.

Item Sales Report

View a side-by-side comparison of event performance for two events.

Event Comparison Report

Learn how Novi AMS tracks whether members have been engaged through their attendance at an event (or class) or using your Ecommerce store.

Member Engagement Report

See your membership trends - including adds, drops, and retention over time - using the built-in Membership Change report.

Membership Change Summary Report

Track your membership growth (new joins and reinstated members) using the built-in Add Report.

Membership Add Report

Track which members have dropped or expired using the built-in Drop Report.

Membership Drop Report

View a report of members' custom field values for any "set of options" field type, including Areas of Expertise.

Set Of Options Report

Pull a report of paid membership renewals by filtering the Transactions list view or Item Sales Detail Report

Tracking Paid Renewals in Novi

View the email sync statuses of records in a comprehensive report.

Email Sync Report

Melisa Smith

Erin Marks

Novi Reports

Learn how to create and manage a Group in Novi, by selecting specific records or creating conditions.

Create a New Group in Novi

Learn more about Group Beneficiaries when setting up a Group in Novi AMS.

Group Beneficiaries

Create groups of members based on their level of engagement, using activity-based date conditions

Using Novi Groups to Track Member Engagement

Learn how to set up a group based on "set of options" custom fields where multiple values can be selected from the list.