Report Generator For WHMCS

Report Generator For WHMCS

Developed By ModulesGarden

Compatible with WHMCS v8.7

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 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!

Admin Area Features:

  • 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 Raports
  • 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

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

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

Predefined 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!

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

 

Reviews

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Dean Wolf @dean7477

January 6, 2021 at 10:35:55 PM

I have used multiple products from M.G. over the years. Solid products and highly helpful!

  • 2 years ago
  • Version Number 4.1.4

sameh soliman @sameh1823

August 5, 2019 at 08:48:13 AM

i used report module to make the most important reports to help me with our staff, really it's great support and product updated.

  • 3 years ago
  • Version Number 4.0.0

Kyle Keehan @kyle1205

March 19, 2019 at 11:44:23 AM

Great product. Solved all our data reporting needs. We recommend this product for anyone looking for comprehensive data study!

  • 4 years ago
  • Version Number 3.1.3

Vladimir Duka @vladimir1069

January 29, 2019 at 11:37:12 AM

With these module you have no need to know SQL, because support drag&drop functions. Great module, I couldn't ask for more.

  • 4 years ago
  • Version Number 3.1.3

Cleverson Andrade @Cleverson

March 15, 2018 at 01:49:28 AM

Hello, I have done several reports on the system and I can consider it great for my all of my decisions. I recommend!

  • 5 years ago
  • Version Number 3.1.2

Collin Biedenkapp @turbofandude

January 22, 2018 at 03:58:08 AM

We bought this to get better insights on a per-product basis and it worked perfectly. Fantastic support as well, and we were pleasantly surprised by the thorough default options for reports.

  • 5 years ago
  • Version Number 3.1.2

Ali Davachi @valuereseller

July 4, 2017 at 09:24:59 PM

Horrible company to work with. Stretched out support to prevent refunds and didn't show for multiple sessions. Lots of report writers out there that are better than this (EMS MySQL Manager)

  • 5 years ago
  • Version Number 3.1.2

Jason Bach @MosaicData

February 17, 2017 at 07:20:02 PM

The Report Generator gives us much better insight into the numbers within WHMCS. It allows us to build very useful KPIs and other analytics that we can use to measure our financial performance as well as the efficiency of our staff and company overall. Highly recommended. Great Support.

  • 6 years ago
  • Version Number 3.1.0

Mr Roger @mrroger

January 10, 2017 at 07:19:19 AM

great support. great product, very flexible able to create unlimited different reports with basically any information from whmcs

  • 6 years ago
  • Version Number 3.0.0

Version Compatibility


Compatible with WHMCS v8.7

Full Version Compatibility


  • Selected versions of WHMCS v8.7
        8.7.0
  • All versions of WHMCS v8.6
  • All versions of WHMCS v8.5
  • All versions of WHMCS v8.4

Support for this product

The best place to start if you need help with a specific product is to contact the developer. All WHMCS Marketplace developers have both a website and support URL listed.

Developed By ModulesGarden

Changelog

v4.3.1 Released January 26th, 2023

Latest Version


  • New Feature: WHMCS V8.7 support
  • Removed: Support for WHMCS V8.3 and previous
  • Removed: Support for PHP 7.3 version
  • Bug Fix: Fixed SQL error for a custom report that might have occurred when using date-based filters - case #473
  • Bug Fix: Corrected problem that might have interrupted the proper upgrade of the module to the latest version - case #475
  • Bug Fix: Eliminated "TypeError" error that might have appeared after adding a relation to another table - case #476
  • Bug Fix: Solved problem with the blank screen that could appear when creating a custom report after changing the "Type" selection to "Filter" - case #477
  • Bug Fix: Other minor code corrections

 

Previous Versions


v4.3.0 Released November 3rd, 2022

View/hide detailed changelog

  • New Feature: WHMCS V8.5 and V8.6 support
  • New Feature: Support for PHP 8.1 version
  • New Feature: Access Control - define and create custom permissions that will restrict your personnel to selected resources and specified module actions
  • New Feature: Choose from CSV/PDF/XML formats to export the bar/line/pie graphs and data table output for scheduled reports tasks
  • Changed: Requires ionCube Loader V12 or later
  • Removed: Support for WHMCS V8.2 and previous
  • Removed: Support for PHP 7.2 version
  • Removed: Obsolete PhantomJS library has been replaced with Headless Chrome/Chromium support - Note: See documentation for more information about required reconfiguration
  • Bug Fix: Minor code corrections

 

v4.2.2 Released March 22nd, 2022

View/hide detailed changelog

  • New Feature: WHMCS V8.4 support
  • Removed: Support for WHMCS V8.0 and previous
  • Bug Fix: Resolved problem with using numbers in the filter names that caused they did not work properly - case #368
  • Bug Fix: Eliminated "Auto configuration field" error that might have appeared when trying to generate reports with graphs for certain server SSL setups - case #409
  • Bug Fix: Fixed problem with creating relations using "packageid" when trying to join "tblhosting" and "tblproducts" tables in the beginner mode - case #421
  • Bug Fix: Added many missing translation entries into the language file
  • Bug Fix: Other minor code corrections and UI improvements

 

v4.2.1 Released November 26th, 2021

View/hide detailed changelog

  • New Feature: WHMCS V8.3 support
  • Improvement: Slight changes in the way the module displays SQL results based on the PHP code - case #411
  • Bug Fix: Sending reports through mail or FTP/SFTP will now also contain CSV and XML files instead of PDF only- case #412
  • Bug Fix: Eliminated "Unable to find the wrapper "phar"" error that might have occurred when trying to proceed "install:phantomjs" command - case #414

 

v4.2.0 Released August 4th, 2021

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  • New Feature: WHMCS V8.2 support
  • New Feature: "Client Account Statement" predefined report - case #347
  • New Feature: "Client Credits" predefined report - case #347
  • New Feature: "Sum Total Income Per Custom Field Value" predefined report - case #319
  • New Feature: "Upcoming Expiration Services" predefined report - case #374
  • New Feature: "Invoice Summary" predefined report - case #307
  • New Feature: "Income Per Invoice" predefined report
  • New Feature: Generate XML file type reports
  • New Feature: Define custom time period for scheduled reports to generate them every or in specified months, days, days in the week, and time - case #341
  • New Feature: Decide whether to send task report to email if the generated results do not contain any data - case #389
  • New Feature: Use "Custom Table" to add SQL sub-queries into query filters - case #390
  • New Feature: SQL queries can now be joined together using the "OR" operator instead of only the "AND" one - case #340
  • New Feature: Customize column presentation to hide or replace its content via merge fields and use HTML code e.g. to display its data as URLs to clients' profiles, invoices, products, etc.
  • Improvement: Generated PDF reports will now contain information about used filters - case #378
  • Improvement: You can now add a single "space" character to the "PHP Code" field when using the expert mode to display SQL query results - case #352
  • Improvement: Added "Next 7 Days" and "Next 30 Days" options to data selection for scheduled reports tasks - case #374
  • Removed: Support for WHMCS V7.10 and previous
  • Removed: Support for PHP 7.1 version
  • Bug Fix: Fixed problems with creating scheduled task reports when using the Mozilla Firefox browser
  • Bug Fix: Eliminated error that could occur when trying to load the "Client Payment History" report
  • Bug Fix: Added assorted missing translations to the language file
  • Bug Fix: Many other code corrections and improvements

 

v4.1.4 Released August 26th, 2020

View/hide detailed changelog

  • New Feature: WHMCS V8.0 and PHP 7.4 support
  • Improvement: Added "Opened Date" and "Assigned To" columns for the "Tickets Responding Time" report - case #366
  • Bug Fix: Fixed issue that might have stopped importing advanced reports created in Report Generator For WHMCS v3.x version after the module migration to v4.x - case #355

 

v4.1.3 Released June 17th, 2020

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  • New Feature: Ability to change the font type for generated reports in the module's "app/Config/settings.json" file - case #342
  • Bug Fix: Fixed case, where cron was set to execute actions daily, but the email messages might have been sent every two days - case #332
  • Bug Fix: Resolved issue that might have caused task emails not being sent to the chosen administrator - case #334
  • Bug Fix: "Sales Summary Per Product" report will no longer display empty data if no product addons are created - case #335
  • Bug Fix: Updated date range filter query that caused issues with picking tickets between specified dates - case #339
  • Bug Fix: Added missing UTF-8 BOM character when adding the CSV file do ZIP archive - case #343

 

v4.1.2 Released April 9th, 2020

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  • New Feature: WHMCS V7.10 support
  • Removed: Support for WHMCS V7.7 and previous

 

v4.1.1 Released November 29th, 2019

View/hide detailed changelog

  • New Feature: WHMCS V7.9 support
  • Removed: Support for WHMCS V7.6 and previous
  • Bug Fix: Fixed issue with encoding some characters e.g. Arabic ones that could have caused blank page problems - case #305
  • Bug Fix: Corrected problem with the report migration that contained certain conditions such as "where ... and ...", "where ... or ..." - case #306

 

v4.1.0 Released September 4th, 2019

View/hide detailed changelog

*New Feature: "Tickets Responding Time" report - view the time taken to respond to an open ticket and subsequent replies from a client - case #291 *New Feature: "Server Revenues" report - control servers' monthly maintenance costs, their services' revenues and balance - case #290 *Improvement: Added option to refer to table aliases from SQL queries when creating filters in "Expert" reports - case #292 *Improvement: New notification informing the administrator whether "exec" PHP function required for "PhantomJS" library is enabled in the server's PHP configuration *Bug Fix: Minor corrections to the selected built-in reports

 

v4.0.1 Released August 7th, 2019

View/hide detailed changelog

  • Improvement: Added option to hide the MetricsCube banner
  • Improvement: Slight language adjustments
  • Bug Fix: Resolved issue with checking permissions for PhantomjJS library
  • Bug Fix: Solved case with database creation after module upgrade from the previous version

 

v4.0.0 Released July 31st, 2019

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  • Improvement: Completely rewritten code
  • Improvement: Revamped reports creator tool
  • Improvement: Rebuilt addon module user interface
  • Improvement: Reports can now be sent to any email address instead of to selected staff members only
  • Improvement: Reports can now be sent via email and uploaded to an FTP/SFTP server at the same time
  • Improvement: Assorted language adjustments
  • New Feature: WHMCS V7.8 and PHP 7.3 support
  • New Feature: Reports comparison - view any report in a side-by-side view to compare results based on the selected filtering options
  • New Feature: Generate tasks on demand - large reports with long preparation time can now be created and sent in the background from the report view using cron jobs
  • Removed: Support for WHMCS V7.4 and previous
  • Removed: "MRR & Churn Metrics" and "MRR & Churn Per Product" reports
  • Changed: Reports creator tool now consists of two widgets: "Beginner" and "Expert" instead of three
  • Bug Fix: Various corrections to predefined reports

 

v3.1.3 Released April 16th, 2018

View/hide detailed changelog

  • New Feature: WHMCS V7.5 support
  • New Feature: PHP 7.1 and 7.2 support
  • Bug Fix: Fixed problem with sending reports only to the first selected administrator instead of the entire group
  • Bug Fix: Removed obsolete 'full_query' function to prevent the 'MRRChurnPerProductReport' problem
  • Bug Fix: Resolved incorrect asset loading over HTTP instead of HTTPS
  • Bug Fix: Fixed currency conversion for monthly sales reports

 

v3.1.2 Released June 1st, 2017

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  • New Feature: 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
  • Bug Fix: Corrected 'Affiliate ID' column in predefined 'Orders Report'
  • Bug Fix: Data parsed using custom PHP code in 'Advanced Creator' are now saved properly
  • Bug Fix: Solved issue with invalid custom filters operation in reports of advanced type

 

v3.1.1 Released March 10th, 2017

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  • Bug Fix: Resolved problem of incorrect CSV reports' export caused by line breaks
  • Bug Fix: Corrected file saving after custom report creation

 

v3.1.0 Released January 25th, 2017

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  • New Feature: WHMCS V7 support
  • New Feature: PHP 7 support
  • New Feature: Generate reports in CSV format
  • Improvement: Expanded range of time periods used upon scheduled report creation
  • Improvement: Include filters in reports of PDF/CSV format and while viewing printable version
  • Bug Fix: Minor tweaks

 

v3.0.0 Released September 14th, 2016

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  • Improvement: Fully rewritten and redesigned module
  • Improvement: WYSIWYG creator has been replaced with drag & drop creators - Beginner, Intermediate and Advanced
  • New Feature: Schedule reports to be sent via FTP/SFTP
  • New Feature: Define type of filters - date range, time period, dropdown, numeric range and text
  • New Feature: Search through available tables and fields
  • New Feature: Beginner and Intermediate creators - automatically join tables with common relation
  • New Feature: Beginner and Intermediate creators - define static conditions
  • New Feature: Beginner and Intermediate creators - define conditions between two columns
  • New Feature: Beginner and Intermediate creators - use SQL functions easily by choosing desired ones from the list
  • New Feature: 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
  • Changed: Remove settings to store unfinished section progress in creator – settings are stored by default and can be reset
  • Changed: Remove settings to generate reports via Cron Job - optimization issues allowing to generate it via browser have been resolved
  • Changed: Remove settings to generate reports using UTF-8 encoding - use it by default
  • Changed: Remove definitions settings - store definitions in multi-language files
  • Changed: Divide predefined reports into categories
  • Removed: Migration from previous version of Report Generator For WHMCS - for the duration of BETA
  • Removed: Export reports to CSV or XML - for the duration of BETA
  • Removed: Clone report section - for the duration of BETA
  • Removed: Support for WHMCS V5

 

v2.1.2 Released February 8th, 2016

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  • Bug Fix: Generate PDF reports by cron job

 

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