Whmcs Reports

[Mario Roby]

Youcan export reports in CSV format or view them in a printer-friendly format and print them. To do this, click on a report, click Tools in the upper-right corner, and then choose your desired option.

Your WHMCS installation holds a wealth of valuable data about your sales, your customers, and your business as a whole. So, having the ability to view and make sense of this data is vital to growing your business. The reports in the WHMCS Admin Area can help you with this, with dozens of premade reports shipping with your initial installation. WHMCS offers even more power by allowing you to customize reports, some of which require little to no programming knowledge to create.

Reports in WHMCSYou can access WHMCS's reports by going to Reports in the Admin Area. The reports you'll find here are grouped by type: General, Billing, Income, Clients, and Support. This page also includes an Exports section to allow you to export various types of data, like clients or transactions, from your WHMCS installation.

These reports span much of the information that WHMCS holds for you, from a detailed look at your income for each product and service to statistics on how your promotions are used.

Customizing ReportsThe reports that we include with WHMCS by default are very useful, but sometimes your business will need something different. Maybe you need a very specific set of information, or maybe you just need more of the same report.

For example, WHMCS ships with a Top 10 Clients by Income report, which is great for finding your most important customers. For some promotions, you may want to expand on this list, maybe so that you could add them to a client group for your top clients, or so that you can give them enhanced support through your customer service team. You could do this by creating a Top 25 Clients by Income report with just a few small steps. WHMCS reports are shipped unencoded, so it's easy to duplicate and edit them.

Since this is a new version of one of the existing reports, the first step is to find the report file in the /modules/reports/ directory of your WHMCS installation.

The file for the Top 10 Clients by Income report is top_10_clients_by_income.php. To create the new report, copy it with a new filename (like top_25_clients_by_income.php).

Next, update the report with a new title and description by updating these two lines:

$reportdata["title"] = "Top 25 Clients by Income";

$reportdata["description"] = "This report shows the 25 clients with the highest net income according to the transactions entered in WHMCS.";

These display at the top of the report.

The code below this in the file gathers data from WHMCS's database, processes it, and outputs results in the WHMCS interface. This custom report will operate on the same set of data as the original report in the same way, so the majority of the code can remain untouched. The only line that needs adjustment is the one that determines how many records to return when displaying the report, changing line 28 of the file to indicate 25 instead of 10:

->take(25)

From there, just save your changes and reload the Reports page. You should see your custom report at the bottom of the page, listed in the Other category.

More OptionsOnce you're comfortable making small customizations, you can start branching out into bigger changes easily, just by acquiring some PHP and SQL knowledge. You can work with the charts and graphs in our reports by using the Google Charts API.

There's no limit to the types of custom reports you could create. Here are a few ideas to help you get started:

Sales details for a specific product offering. Products purchased with a specific promotion code. Customer demographics, like zip code, language, or signup date. Trends for domain registrations or transfers over time. Support ticket response times per staff member. Sales figures per staff member.

Before you start your own customizations, we recommend studying the shipped reports to better understand how to use our reporting system. You can find out more about the format for writing custom reports in our documentation.

you can print an individual ticket in the admin area, so by implication, if you had a pdf writer installed, you could export them to PDF... or as Chris says, you build a custom report and export them that way.

the feature itself isn't there, but I can't recall it being asked for too often either... in that, the client can view their tickets in the client area themselves, so why do they need a separate report?? possibly that requirement depends on what the report is going to say and if it's information that they might not necessarily have access to themselves ??

remembering that the tickets page in the client area can be date filtered, e.g if we want to check for tickets last updated in July, we could enter '07/2019', 'july 2019' or '2019-07' into the filter box (depending on your client area date settings - though the YYYY-MM-DD date format should work regardless of the setting).

so it would be possible to add additional filters to the sidebar to filter by date using a hook... or you could tweak the table output to include additional dates (e.g ticket creation date) - though that might require both a hook and template changes.

that's more in the realms of hooks and addons than reports, though all things are possible... maybe giving the client access to more of these details in the client area themselves, would be more useful and negate the need for a monthly report by email ?

I need something that, at bare minimum, shows the client name and what they paid for their domain (renewal, transfer, or new registration). Preferably I could include what we paid to our registrar (eNom) and include anything that has to do with domains (even if they purchase it within a package).

I asked the WHMCS staff and they just pointed me to the custom reports, but even using this I cant find a way to do what I want, so even if someone could guide me in the right direction that way, that would be fine.

basically the SQL query is just tbldomains joined with tblclients - so theoretically you could add additional field terms to output in that report (basically anything from tbldomains) - it's just a case of working out what you want to know.

btw - your domain search form on your main site doesn't work correctly, e.g it doesn't pass the search term to the cart... code looks to be from v6 and the site is now using v7... just take a look at the code from utilities -> integration code -> domain ordering and that should work.

Ok im running into the same sort of issue, I can output a list of domain names, but how could I do a monthly report. It's perfectly fine not to show what we pay to eNom, but I need to be able to run a report of all domains that went through the system for a certain month and how much they paid, can I do that with the domain tab? I feel like im missing something here.

oh ok, this is awkward because you're falling between two reports.... Domains will give you a list of domains, but you're really wanting to query Invoices (but the report doesn't have descriptions)...

that would give you a list of domain related invoices that were paid this month; if you wanted to see a list of domain invoices generated, then change tblinvoices.datepaid to tblinvoices.date in the WHERE statement.

once you know the query, it's often easier/quicker to use phpMyAdmin than editing an existing WHMCS report... if I get the chance, I might look at turning the above into a report, but it won't be until the weekend as i'm busy with paid work.

That seemed to do it, I have to run through all the paperwork to see if it is exactly what I need but this solution is a good work around, great thinking. If you do end up making a report that would be awesome, but this should get me what I need for now, thank you so much!

I had a spare 5 mins to hack the domains report before packing up for the day, so here's an Invoice Items Report for you... just create a .php file in /modules/reports and paste the following into it...

Wow thank you so much, that looks to be what I need, only thing I noticed is I saw a domain in there that got canceled but no indication, but that doesn't happen often and this hack has gotten me almost all the way there, thank you so much, you are awesome! This will be plenty fine I can bridge the small gaps myself. I cant believe they don't have this report standard. Thank you thank you thank you!

ModulesGarden 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 nearly 40 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.

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