Detailed Report of Client Information

[AmcKerns]

Hi all,

Our company needs to export all of the information for each of our client's listed in WHMCS onto a spreadsheet compatible file.

WHMCS support did supply a helpful article for us - https://docs.whmcs.com/Customizing_Reports. However this is not something our staff is able to compile at this time.

The export should include all, or MOST of each client's details such as...

First Name, Last Name, Company Name, Email Address, Address 1, Address 2, City, State/Region, Postcode, Country, Phone Number, 2nd Phone Number, SMS Number, 2nd Email Address, Admin Notes, Contacts, (Contacts First Name, Last Name, Company Name, Email Address, Address 1, Address 2, City, State/Region, Postcode, Country, Phone Number, 2nd Phone Number, SMS Number, 2nd Email Address, Admin Notes), Products/Services, (Each Products/Service Type, Username/Password, Registration Date, First Payment Amount, Recurring Amount,  Next Due Date, Termination Date, Billing Cycle, Admin Notes), Domains, (Each Domain's Registrar, First Payment Amount, Recurring Amount, Nameserver 1, Name Server 2, Registration Period, Expiry Date, Next Due Date, Status, Admin Notes, Invoice History (Invoice #, Invoice Date, Due Date, Date Paid, Total, Payment Method, Status), Quotes, (Quote #,  Subject, Create Date, Valid Until, Total, Stage), Transactions, Note History

Please reach out to us through this post, message, or email at amckerns@enter.net if you are willing to work with us to achieve this. 

We are happy to discuss further details pertaining to this task including reimbursement for your time and effort.

 

Hope you have a great day!

--

Alex

Enter.Net, Inc.

amckerns@enter.net

[WHMCS Danny]

Hello,

If none of the reports that are pre-made do not meet your needs under Reports > Reports or under Reports > More... menus.

Please review the documentation link you have posted in your post for information on creating a custom reports. All of the reports are located in the /modules/reports/ directory and are not encoded. This allows you to copy a report and then modify it to what you would like it to displayed in it.

Please review the below blog article that will walk you through on creating your own report.

WHMCS Blog on Creating Custom Reports that should be useful to you: https://blog.whmcs.com/133676/customizing-whmcs-reports