Reports

WHMCS includes a wide range of reports to give you in-depth reporting and analytics on the performance of your business. Many reports also include graphs and charts to help you interpret the data.

You can access this feature at Reports > Reports.

  • You can customize the reports that display in this interface or create new ones. For more information, see Customizing Reports.
  • By default, an admin role group can access all reports in the system if their permissions include View Reports. However, you can configure admin roles to only view selected reports at Configuration () > System Settings > Administrator Roles.

Reports

Reports display in several primary categories: General, Billing, Income, Clients, and Support.

By default, WHMCS ships with the following reports:

Report                                    Description
Affiliates OverviewAn overview of affiliates for the current year, including the number of referred visitors, pending commissions, current balance, withdrawal history, and total commissions paid.
Aging InvoicesA summary of outstanding invoices by the period by which they are overdue.
Annual Income ReportA report of the received income for the year by month, which the system converts to the base currency using rates at the time of the transaction. It includes your recorded transactions. The graph shows the previous year’s income for easy comparison.
Client SourcesA summary of the answers clients have given to the How Did You Find Us? or Where did you hear about us? custom field signup question between a specified date range.
Client StatementA statement of account for individual client accounts between a date range. Displays Type (add funds, transaction, invoice), date, description, credits, debits, and a running balance.
ClientA report that allows you to generate a JSON export of data relating to a given client. You can choose the data points to include in the export from the following options:
  • Profile Data
  • Contacts
  • Products/Services
  • Domains
  • Billable Items
  • Invoices Quotes
  • Transactions
  • Tickets Emails
  • Notes
  • Activity Log
You can also access this report by clicking Export Client Data on a client’s Summary tab.
ClientsGenerate a custom export of client information by applying up to five filters.
Clients by CountryThe total number of active services per country in map format, as well as total active unique clients per country in a table beneath the map.
Credits ReviewerAll of the credits that you issued to clients between two specified dates.
Customer Retention TimeThe average lifetime of services, addons, and domains. (This is the number of days between the registration date and the termination date.) Averages display by product and the associated billing cycle. They include averages as a number of days value and a years and months value.
Daily PerformanceA daily activity summary for a given month. Data in this report includes Completed Orders, New Invoices, Paid Invoices, Opened Tickets, Ticket Replies, and Cancellation Requests.
Direct Debit ProcessingAll unpaid invoices using the Direct Debit payment method and their owners’ associated bank account, ready for manual processing.
Disk Usage SummaryIf you have enabled Update Usage Statistics, the system generates a report of the disk space and bandwidth usage statistics for hosting accounts on active servers.
  • This report excludes disabled servers and hosting accounts without a matching record in WHMCS.
  • The cron job updates this once per day, or you can click Update Now to get current usage statistics.
DomainsGenerate a custom export of domain name information by applying up to five filters.
Domain Renewal Reminder EmailsPart of a dedicated logging system for domain renewal notices. This keeps a log of all sent renewal notices, along with the date and recipients, and provides an easy way to view and export that information for ICANN compliance.
Income by ProductA per-service breakdown of invoices that clients paid in a given month. This excludes overpayments and other payments to deposit funds (credit), and includes invoices paid from credit added in previous months. Because of this, it may not match the income total for the month.
Income ForecastThe projected income for each month of the year. This report assumes all active services and domains renew on their next due date. This splits products with longer billing cycles (Quarterly, Semi-Annually, Annually, and Biennially) evenly across the year. This doesn’t include addons or billable items.
InvoicesA custom export of invoice information, applying up to five filters.
Monthly OrdersA breakdown of the number of units that you sold of each product per month per currency. This allows you to see your most profitable products.
Monthly TransactionsA summary of daily payments activity for a given month per currency. The system generates this using transaction data. The Amount Out value includes both expenditure transactions and refunds.
New CustomersThe total number of new customers, orders, and complete orders for the current year and compares each of these to the previous year on the graph.
PDF BatchA single PDF document containing multiple individual invoices (one per page). You can filter this by date range, payment methods, and status. This is useful for printing invoices for record-keeping or mailing to clients.
Product SuspensionsAll services that are currently suspended and the reasons for their suspensions.
Promotions UsageUsage statistics for each promotional code, to see how often clients have used each promo code. Click Drill Down to see exactly which orders used the code.
Sales Tax LiabilitySales tax liability for the selected period (invoice sub-total before tax, tax amount, and total after tax). This does not include partial refunds that may have included sales tax refunds.
Server Revenue ForecastsIncome by billing cycle for each of your servers in the base currency. It then uses the monthly cost for each server to estimate the annual gross profit for each server.
ServicesA custom export of service information (for example, domain, username, or server ID) by applying up to five filters.
Smarty CompatibilityIn WHMCS 8.7 and later, information about legacy Smarty tags that the system has detected in your custom theme and template files.
We plan to permanently remove support for legacy Smarty tags in WHMCS 9.0. You must disable and remove them.
The system scans for {php}, {include_php}, and {insert} tags in all of the following files within your WHMCS installation’s root directory:
  • All files in the following directories:
    • /includes/hooks
    • /modules
    • /templates
    • /admin/templates
  • All email template files.
  • All trusted directories in the installation’s custom Smarty security policy.
Click Rescan Now to re-scan your WHMCS installation for {php}, {include_php}, and {insert} tags. Clicking Rescan Now erases the previous scan’s data.

Within the report, files appear in two sections:
  • Template Files lists each tag’s file path, filename, and line number. The system sorts this list by the file path.
  • Email Templates lists each tag’s file path, filename, line number, and email template type. The system sorts this list by template type.
Support Ticket RepliesA breakdown of the support tickets that each admin handled for a given month. The Ticket value is the number of unique tickets that they replied to and Replies are the total number of replies across all tickets.
Ticket Feedback CommentsA report that displays general feedback comments from customers when you have enabled Ticket Closure Feedback Request. You can filter this by date range and staff member.
Ticket Feedback ScoresA report that displays the ratings, on a scale of 110, that clients have given to individual admins when you have enabled Ticket Closure Feedback Request. You can filter this by date range. Click the admin’s name to see comments that clients left specifically about that member of staff.
Ticket Ratings ReviewerA report that displays the score, on a scale of 110, that clients have given to individual support ticket replies when you have enabled Support Ticket Rating. You can filter this by date range and score.
Ticket TagsAn overview of assigned ticket tags for a given date range, by ticket opening date. You can add tags to tickets via the Tag Cloud field when viewing a support ticket.
Top 10 Clients By IncomeThe 10 clients with the highest net income, according to the transactions in WHMCS. If the client does not use your default currency, the system will convert their income for ease of comparison.
TransactionsA custom export of transaction information by applying up to five filters.
VAT MOSSA report of the information that EU businesses need to be able to complete the VATMOSS return in whatever specific format your local VAT tax authority will accept. While the submission requirements and file formats vary by Mini One-Stop Shop (MOSS) country of registration, the required information is the same.
Make sure to confirm the procedure for uploading your settlement data with your tax authority. Contact your MOSS registration country if you have any further questions in relation to the MOSS return.

Exporting to CSV

You can 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.

Last modified: May 28, 2024