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Overview

Report Generator For WHMCS will let you preview numerous ready made reports and generate dynamic reports from any kind of WHMCS data. You will be also able to export or print reports, display them in tables/graphs/charts, as well as apply various filters and even your own PHP code to receive expected results. Furthermore, our module will allow you to schedule creating and sending specified reports, predefined and custom ones, either to your staff members via email or to FTP/SFTP server.

Report Generator For WHMCS offers three different types of inbuilt creators. Whether you are a professional in SQL language or you have never heard of it, you will find a perfect tool adjusted to your skills. A well-thought and user-friendly interface of every creator will let you compose any report you can imagine within just a couple of clicks! What is more, our module already contains nearly 30 predefined reports that you can freely filter to get data you need. If you also own our CRM For WHMCS module, you will find here 4 extra reports based on CRM data.

Regardless of whether you are a web hosting provider, a domains reseller or you use WHMCS in any other way, our module will help you to analyze your company, draw appropriate conclusions and improve your business. Order it today to make your work easier and more efficient.

Report Generator For WHMCS - all the information you need, within reach.

Features

  • Admin Area
    • Generate Your Own Reports Using One Of 3 Creators
    • View 30 Predefined Reports
    • Modify Report Results With Dynamic Filters
    • Generate PDF And CSV Files From Reports
    • Print Reports With A Print Preview
    • Schedule Automatic Reports With Specified Options Being Sent:
      • To Chosen Staff Members By Email
      • To SFTP Server
    • Export & Import Reports Structure To File
    • Export Reports To XML File Format (Coming Soon)
  • Report Creation
    • Choose One Of 3 Creators:
      • Beginner:
        • Drag & Drop Editor
        • WHMCS Tables Only
        • Join Tables With Known Relations Only
      • Intermediate:
        • Drag & Drop Editor
        • All Tables Available
        • Modify Output With PHP
      • Advanced:
        • Write SQL Query
        • All Tables Available
        • Modify Output With PHP
    • Choose Section Display Type:
      • Data Table
      • Pie Chart
      • Area Chart
      • Column Chart
    • Create Multi-Section Reports
    • Clone Sections (Coming Soon)
    • Create Section Using Multiple Tables
    • Dynamic Filter Types:
      • Data Range Filter - Available On Report View
      • Dropdown Filter - Specify Available Options During Report Creation
      • Number Range Filter
      • Text Filter
      • Cron Date Filter - Define Date Range For Scheduled Reports
    • Live Preview Of Data Returned By Report Creator
    • Live Preview Of SQL Query Built By Report Creator
    • Live Preview Of Section Generated By Report Creator
    • Toggle Between Automatic & Manual Refreshing Of Generated Section
  • Additional Basic & Intermediate Creators
    • Mark Tables With Known Relations And Automatically Configure Join In Table
    • Advanced Conditioning:
      • Define Static Condition
      • Define Requested Relation Between Two Fields
      • Add Dynamic Filter As Condition
    • Output Field:
      • Field - Display Field As Is
      • Concat - Join Multiple Fields Into One
      • Substr - Display Only Part Of Chosen Field
      • Sum - Summarize All Values With The Same Value Of Group By Field
      • Count - Count All Values With The Same Value Of Group By Field
      • Max - Display Maximal Value Found Within Fields With The Same Value Of Group By Field
      • Min - Display Minimal Value Found Within Fields With The Same Value Of Group By Field
      • Avg - Display Average Of Fields With The Same Value Of Group By Field
    • Limit Amount Of Data Displayed On Report
    • Skip Chosen Amount Of First Records Displayed On Report
  • General Info
    • Report Migration Tool
    • Multi-Language Support
    • Supports PHP 5.4 Up To PHP 7
    • Supports WHMCS V6 and V7
  • Predefined Reports
    • 'Clients Information' Section:
      • Customers Per Country
      • Most Valuable Clients
      • Paid Orders Report
      • Orders Report
      • Created Panels Report
      • User Accounts Created:
        • Number Of Created User Accounts By Date
        • List Of User Accounts Created
      • Business Health Status:
        • Domain Renewals For The Time Period
        • Open Tickets For The Period
        • New Invoices For The Time Period
        • Invoice Reminders For The Time Period
        • Hosting Renewals
        • Suspended Services For The Time Period
      • Complete Cases:
        • Closed & Answered Status Tickets By The Staff Member
        • Tickets Stats In Time By The Staff Member
        • Completed To-Do List Tasks By The Staff Member
        • To-Do Tasks Stats Per Status By The Staff Member
        • Orders Summary
      • Tasks And Tickets In Progress:
        • General Tickets Statistics - For Selected Staff Member Or Team In Time
        • To-Do List - Tasks Per Status For Selected Staff Member Or Team In Time
        • To-Do List - Tasks In Progress For Selected Staff Member Or Team In Time
      • Unpaid Invoices
      • Client Payment History
    • 'Services' Section:
      • Product Income In Location
      • Income Per Country
      • MRR & Churn Metrics
      • MRR & Churn Per Product
      • Orders Number
      • Orders Over The Weekdays
      • Registered Services
      • Renewals Report
      • Transferred Domains Report
    • 'CRM Related' Section:
      • WWW Created Panels Report
      • Traders Renewals Report
      • WWW Renewals Report
      • Leads Report
    • 'Staff Members' Section:
      • Tickets In Hours
      • Ticket Replies By Admin
      • Comments On Course Of Ticket Solving
      • Ratings Of Ticket Solving Course
      • Ticket Response Rating
      • Flexible Transactions Report
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Changelog

v3.1.2 Released Jun 1st, 2017
Improvement
  • Admins list is now in alphabetical order and does not contain disabled accounts
Bug Fix
  • Resolved problem with import of custom reports from 3.0 version
  • Corrected 'Affiliate ID' column in predefined 'Orders Report'
  • Data parsed using custom PHP code in 'Advanced Creator' are now saved properly
  • Solved issue with invalid custom filters operation in reports of advanced type
v3.1.1 Released Mar 10th, 2017
Bug Fix
  • Resolved problem of incorrect CSV reports' export caused by line breaks
  • Corrected file saving after custom report creation
v3.1.0 Released Jan 25th, 2017
New Feature
  • WHMCS V7 support
  • PHP 7 support
  • Generate reports in CSV format
Improvement
  • Expanded range of time periods used upon scheduled report creation
  • Include filters in reports of PDF/CSV format and while viewing printable version
Bug Fix
  • Minor tweaks
v3.0.0 Released Sep 14th, 2016
Improvement
  • Fully rewritten and redesigned module
  • WYSIWYG creator has been replaced with drag & drop creators - Beginner, Intermediate and Advanced
New Feature
  • Schedule reports to be sent via FTP/SFTP
  • Define type of filters - date range, time period, dropdown, numeric range and text
  • Search through available tables and fields
  • Beginner and Intermediate creators - automatically join tables with common relation
  • Beginner and Intermediate creators - define static conditions
  • Beginner and Intermediate creators - define conditions between two columns
  • Beginner and Intermediate creators - use SQL functions easily by choosing desired ones from the list
  • Beginner and Intermediate creators - skip specified number of first records
  • New Report: Unpaid Invoices
  • New Report: Client Payment History
  • New Report: Sales Summary Per Product
  • New Report: Comments On Course Of Ticket Solving
  • New Report: Ratings Of Ticket Solving Course
  • New Report: Ticket Response Rating
  • New Report: Flexible Transactions Report
Changed
  • Restrict ability to modify output with PHP language to Intermediate and Advanced creators - previously always available
  • Remove settings to store unfinished section progress in creator – settings are stored by default and can be reset
  • Remove settings to generate reports via Cron Job - optimization issues allowing to generate it via browser have been resolved
  • Remove settings to generate reports using UTF-8 encoding - use it by default
  • Remove definitions settings - store definitions in multi-language files
  • Divide predefined reports into categories
Removed
  • Migration from previous version of Report Generator For WHMCS - for the duration of BETA
  • Export reports to CSV or XML - for the duration of BETA
  • Clone report section - for the duration of BETA
  • Support for WHMCS V5
v2.1.2 Released Feb 8th, 2016
Bug Fix
  • Generate PDF reports by cron job
v2.1.1 Released Oct 16th, 2015
Improvement
  • Support of graphs encoded with UTF-8 in PDF reports
  • Supported fonts for generating PDF reports in WHMCS V6
v2.1.0 Released Aug 20th, 2015
New Feature
  • WHMCS V6 support
Others
  • New Predefined Report: [CRM] Leads Report
  • New Predefined Report: [CRM] Traders Renewals Report
  • New Predefined Report: [CRM] WWW Created Panels Report
  • New Predefined Report: [CRM] WWW Renewals Report
  • New Predefined Report: Orders Report
  • New Predefined Report: Paid Orders Report
  • New Predefined Report: Created Panels Report
  • New Predefined Report: Renewals Report
  • New Predefined Report: Transferred Domains Report
Bug Fix
  • Export to PDF
  • Minor tweaks
v2.0.5 Released Jan 14th, 2015
Others
  • New Predefined Report: Income Per Country
  • New Predefined Report: Income Per Country Per Product
  • New Predefined Report: MRR & Churn Metrics
  • New Predefined Report: MRR & Churn Per Product
v2.0.1 Released Aug 29th, 2014
Changed
  • Improved security and license validation
v2.0.0 Released May 30th, 2014
Changed
  • Module rewritten from scratch
  • Rebuilt and improved user interface
New Feature
  • Drag & Drop WYSIWYG report builder (dynamically generated tables, charts and graphs)
  • New charts: column & area charts
  • Export report data to CSV & XML
  • Export report data to CSV from view page
  • Predefined SQL expressions at the report builder
  • Multiple joins at the report builder
  • Cloning section at the report builder
  • Data tables in a report views are now sortable
  • Print view of a report
  • Generate a PDF report using a cron job
  • Generate a PDF using special Unicode font
  • Translation of a database columns and tables from the inside of module settings
  • Migration Tool that allows you to migrate reports from a version 1.0 of the module
Changed
  • Multiple cron jobs replaced with only one cron job
  • Time filtering is now optional
Others
  • Fixed: Major bug fixes
v1.0.0 Released Dec 19th, 2013
Launch
  • Initial Release
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