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Reports & Groups
Reports & Groups
Pull your data how you need it, when you want it.
+2
20 articles in this collection
Written by
Pete Zimek, CAE,
Jenn Norman, CAE,
Melisa Smith
and 2 others
Custom Reports
Creating Custom Membership and Event Reports
How to pull the data you need out of your database through creating custom reports.
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.
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.
Written by
Melanie Dupont
Updated over a week ago
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.
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.
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?
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.
Written by
Pete Zimek, 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.
Written by
Jenn Norman, CAE
Updated over a week ago
Null vs. Empty
Find out the difference between the null and empty conditions in reporting.
Written by
Jenn Norman, CAE
Updated over a week ago
Novi Reports
Activity Timeline Report
View a list of members' activities, tasks, and CEUs all in one place.
Written by
Melanie Dupont
Updated over a week ago
Membership Drop Report
Track which members have dropped or expired using the built-in Drop Report.
Written by
Melanie Dupont
Updated over a week ago
Set Of Options Report
View a report of members' custom field values for any "set of options" field type, including Areas of Expertise.
Written by
Melanie Dupont
Updated over a week ago
Membership Add Report
Track your membership growth (new joins and reinstated members) using the built-in Add Report.
Written by
Melanie Dupont
Updated over a week ago
Product Sales Report
View a report showing item-level sales for all Ecommerce products ordered in Novi.
Written by
Melanie Dupont
Updated over a week ago
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.
Written by
Melisa Smith
Updated over a week ago
Membership Change Summary Report
See your membership trends - including adds, drops, and retention over time - using the built-in Membership Change report.
Written by
Jenn Norman, CAE
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.
Written by
Pete Zimek, CAE
Updated over a week ago
Group Beneficiaries
Learn more about Group Beneficiaries when setting up a Group in Novi AMS.
Written by
Jenn Norman, CAE
Updated over a week ago
Using Novi Groups to Track Member Engagement
Create groups of members based on their level of engagement, using activity-based date conditions
Written by
Erin Marks
Updated over a week ago
Deep Dive: Setting Group Conditions for Drop-Down Fields
Learn how to set up a group based on "set of options" custom fields where multiple values can be selected from the list.
Written by
Pete Zimek, CAE
Updated over a week ago