Published on

Report Generator For WHMCS

Overview

Report Generator For WHMCS will let you preview numerous ready-made reports, and also generate custom ones using any type of WHMCS data. You will be free to export, print, and compare reports, display them in a table, graph, or chart form, as well as apply various filters, or even your own PHP code to receive expected results. Furthermore, the module will allow you to schedule creating and sending selected reports, both predefined and custom ones, either via email, or to an FTP/SFTP server.

Whether you are fluent in SQL, or have never heard of it, Report Generator For WHMCS will adjust to your skills by offering two different types of inbuilt creators, each equipped with a tidily arranged, user-friendly interface. The module provides the choice of over 30 reports prepared for immediate use, that you can further filter to obtain the exact figures you seek. If you own our CRM For WHMCS, you will be granted access to 4 exclusive insights into your customer relationships as well. Another must-have feature empowers you to control the level of access that your employees have to specific resources and actions in the module.

No matter if you are a web hosting provider, a domains reseller, or use WHMCS in any other way – Report Generator For WHMCS will help you x-ray your company to draw sure-fire conclusions, and shoot up your income. Order the module today, and never again gamble on the future of your business!

Features

1. Admin Area

Generate Your Own Reports
Access 37 Predefined Reports
Modify Report Results With Dynamic Filtering Options
Compare Side-By-Side Report Results With Different Filters
Generate PDF, CSV And XML Files From Reports
Display Print Preview And Print Reports
Create Reports On Demand Or Schedule Their Generation As Background Task:
- Choose Report Filtering Options
- Define Date Range Of Scheduled Reports
- Select CSV/PDF/XML Formats For Specified Report Types
- Upload Report To FTP/SFTP Server
- Send Report To Selected Staff Members
- Send Report To Any Email Address
Export And Import Reports Structure To File
Manage Access Control For Specified Actions And Resources
Access Module Logs

2. Reports Creation

Add Varied Widget Sections To Created Reports:
- Table Chart
- Column Chart
- Line Chart
- Pie Chart
Choose Reports Creation Advancement Level:
- Beginner:
  - Generate Reports In Several Simple Steps
  - Join Tables With Known Relations Only
  - WHMCS Tables Available Only
- Expert:
  - Write SQL Query
  - Modify Output With PHP
  - All Database Tables Available
Create Dynamic Filter Types:
- Data Range Filter – Available On Report View
- Dropdown Filter – Specify Available Options During Report Creation
- Number Range Filter
- Text Filter
Display Live Preview Of:
- Data Returned By Report Creator
- SQL Query Built By Report Creator
- Section Generated By Report Creator

3. Additional Beginner Creator Components

Add Tables With Known Relations And Automatically Configure Join-in Table
Choose Column Types For Data Presentation And Provide Friendly Aliases:
- Field – Display Field As Is
- CONCAT – Join Multiple Fields Into One
- COUNT – Count All Values With The Same Value Of Group By Field
- SUBSTR – Display Part Of Chosen Field Only
- SUM – Summarize All Values With The Same Value Of Group By Field
- MAX – Display Maximum Value Found Within Fields With The Same Value Of Group By Field
- MIN – Display Minimum 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
Customize Columns View:
- Hide Specified Columns
- Replace Their Data With Available Merge Fields And HTML Code
Refine Specified Data Using:
- Expression Conditions With:
  - Comparison Operators
  - Relation Between Two Fields
- Dynamic Filter Condition
Order By/Group By/Limit Data Displayed On Report
Skip Chosen Number Of First Records Displayed On Report

4. Predefine Reports

“Clients Information” Section:
- Business Health Status:
  - Domain Renewals
  - Opened Tickets
  - New Invoices
  - Invoice Reminders
  - Hosting Renewals
  - Suspended Services
- Client Account Statement
- Client Credits
- Client Payment History
- Complete Cases:
  - Closed & Answered Tickets
  - Ticket Status In Time
  - Completed To-Do Tasks
  - To-Do Tasks Stats Per Status
  - Orders Summary
- Created Panels
- Customers Per Country
- Flexible Transactions
- Most Valuable Clients
- Orders
- Paid Orders
- Sum Total Income Per Custom Field Value
- Tasks And Tickets In Progress:
  - Task Status
  - Ticket Status
  - Completed Tasks
- Unpaid Invoices
- Upcoming Expiration Services
- Created User Accounts:
  - Number Of Created User Accounts
  - List Of Created User Accounts
“Services” Section:
- Income Per Country
- Income Per Invoice
- Invoice Summary
- Orders Number
- Orders Over Weekdays
- Product Income In Location
- Registered Services
- Renewals Report
- Sales Summary Per Product
- Server Revenues
- Transferred Domains Report
“Staff Members” Section:
- Comments On Course Of Ticket Solving
- Ratings Of Ticket Solving Course
- Ticket Replies By Admin
- Ticket Response Rating
- Tickets In Hours
- Tickets Responding Time
“CRM Related” Section – CRM For WHMCS Required:
- Leads
- Traders Renewals
- WWW Created Panels
- WWW Renewals
Cannot see the report you need? We can implement it for free!

5. General Info

Report Import/Migration Tool
Integrated With CRM For WHMCS – Powerful Customer Relationship Management Tool
Multi-Language Support
Supports PHP 7.4 Up To PHP 8.1
Supports WHMCS V8.4 And Later
Requires Headless Chrome/Chromium
Requires ionCube Loader V12 Or Later
Easy Module Upgrade To Open Source Version