Report Generator 3.X For WHMCS

About Report Generator For WHMCS

Report Generator For WHMCS allows you to generate and manage any kind of reports using inbuilt creators. The module lets you adjust reports to your needs through using various filters and even your own PHP code. It also permits to display prepared reports in tables, graphs or charts. You can also schedule the reports creation and send them over an email to specified staff members.

• Admin Area Features:

✔ Generate Your Own Report Using One Of 3 Creators

✔ View 35 Predefined Reports

✔ Modify Report Results With Dynamic Filters

✔ Generate PDF Files From Reports

✔ Print Reports With A Print Preview

✔ Schedule Automatic Reports With Specified Options Being Sent:

✔ To Chosen Staff Members

✔ To SFTP Server

✔ Export & Import Reports Structure To File

✔ Export Reports To CSV & XML File Formats (Coming Soon)

• Report Creation Features:

✔ 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

• Additional Basic & Intermediate Creators Features:

✔ 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

✔ 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

• General Info:

✔ Report Migration Tool (Coming Soon)

✔ Multi-Language Support

✔ Supports WHMCS V5 and V6

• 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

✔ Tasks And Tickets In Progress:

✔ 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

Installation

This tutorial will show you how to successfully install and configure Report Generator For WHMCS. We will guide you step by step through the whole installation and configuration process.

1. Log in to your client area and download Report Generator For WHMCS.

2. Upload and extract the module into the main WHMCS directory. Files in your WHMCS directory should look like these.

3. When you install Report Generator for the first time you have to rename 'license_RENAME.php' file. File is located in 'modules/addons/reportgenerator/license_RENAME.php'. Rename it from 'license_RENAME.php' to 'license.php'.

4. In order to configure your license key, you have to edit a previously renamed 'license.php' file.' Enter your license key between quotation marks as presented on the following screen. You can find your license key in your client area → 'My Products'.

5. Now you have to activate the module in your WHMCS system. Log in to your WHMCS admin area. Go to 'Setup' → 'Addon Modules'. Afterwards, find 'Report Generator' and press 'Activate' button.

6. In the next step you need to permit access to this module. To do so, click on 'Configure' button, tick 'Full Administrator' and press 'Save Changes'.

7. You have just successfully installed Report Generator! You can access the module at 'Addons' → 'Report Generator'.

Configuration and Management

Report Generator For WHMCS allows you to create custom reports using drag & drop WYSIWYG builder. Module also offers additional useful features like predefined reports, import/export of reports, generating reports in PDF, ability to send them to admins and much more.

Predefined Reports

'Reports' the main section of the module, gives a preview of all available reports, those predefined as well as those you create by yourself. Predefined reports are divided into five categories plus custom reports if you have some.

Clients Information - eleven predefined reports that will show statistics on data related to your clients, for example statistics on placed orders, tasks, etc.

Services - nine different reports ready to analyze any services related data like income, renewals or transfers in your system.

Staff Members - three predefined reports related to staff members and tickets department.

CRM Related - four ground reports based on your CRM data. Please note that you can see them only if you are using our CRM For WHMCS module. More about CRM For WHMCS can be found here, instructions how to configure your CRM.

Custom reports - all reports that you have personally created using our inbuilt creators.

Report View

Press 'Show' button next to a report you are interested in.

Depending on the type of report you choose, you can choose the time frames in which you want to see the statistics. Provide the beginning and ending dates, then press 'Filter' button. Fresh report will be generated on the run.

In case of some reports filtering is impossible due to the stable content of the report.

You can always view a printable version of report or generate a PDF which can be saved on your disk.

Creating Report

In this section we will show you how to prepare a few exemplary reports. We will now show you how to develop three different reports, each one will slightly more complicated than the previous one. The first steps are the same for each advancement level.

Press 'Create Report'

Now select the type of chart that you wish to achieve in the final result. You may generate a 'Colum', 'Pie', 'Table' or 'Area' chart. For presentation purposes we will start with a Table chart. Press it to select.

It is time to select the creator type. You can generate your report with: creator for beginners creator for admins on an intermediate level creator for professionals - expert Let's begin with the easiest one - 'Beginner'.

Beginner - Unpaid Invoices Per Clients

When you enter the creator, the first things you can see is a wide description table with example. When you are familiar with it, press to hide.

'Base Table' and 'List of available database tables'. Depending on what your report is going to analyze, you must now find appropriate table. For example if you want to create a report that will base on clients, then find such WHMCS table. If you want to join it with another table , then drag it and drop into 'Join Additional Information', note that you may join only tables highlighted in blue.

Now, let's move to 'Display If' section. From available 'Fields' drag option that you want select.

We have decided to drag status and provide value: 'Unpaid'. Then only unpaid invoices will be taken into consideration in the final report.

Let's move to 'Select Fields To Display On Final Report' section. Drag from ' Fields' ' section any fields that you wish to see on your report.

You can also decide the way the entries will be sorted. On the screen below you can see sorting by invoice due date in descending order.

Let's check how our report will look like. You can see there a list of clients, due date of their unpaid invoices together with the amount to pay and a selected payment method.

Take a look at the full creator view. Save the changes when your report is ready. Apart form the options used to generate this report, there are also 'Group By' and ' Limit'. We will show how to use them in other examples.

Finally, name your report and describe it shortly.

When everything is ready, you ca see your report. You can always: 1. Edit your report section 2. Delete report section 3. Print the report 4. View PDF version 5. Add ne section to the report 6. Delete the whole report.

Intermediate Creator

Detailed instructions on how to use our Intermediate creator will be available soon! Please be patient.

Advanced Creator

This section is not ready yet. We are sorry for the inconvenience.

Schedule Report

At 'Schedule Reports' section, you can point which reports will be sent directly to administrators. Press 'Schedule Report' to begin.

Box with a form to fill in will appear. Start by selecting the report you want to schedule. On the dropdowm menu you will find all reports available in you module including your custom reports. Please note that the form may slightly differ depending on the selected report type. Afterwards, specify the conditions, how often reports should be sent, time period for which the report shall be generated and way of sending, by email or by FTP etc. Additionally, provide staff email addresses or FTP details. Confirm through pressing 'Add Rule' button.

As you can see on the following screen, all scheduled reports are listed in the table with report name, frequency and assigned admin users. Each of planned relations can be removed or edited at any time, use action buttons to do so.

Import/Export

'Import/Export' section allows to quickly import your saved previously reports if you have for example stored them on your external disk for later use. Just select file and press 'Import'. Imported report will appear on the list of your custom reports.

Underneath, you can see a list of your custom reports. Press 'Export' button to save its files on your disk.

Tips

1. If you want to edit your custom report and make it more complicated, you may do it with a more advanced creator. When you are editing a report you may choose from the beginning which creator type you are going to use.

Common Problems

1. When you have problems with connection, check whether your SELinux or firewall does not block ports.