Reports & Groups

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

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

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