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How to export Custom Client Field in Clients Report


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You can include the "REFERRED BY" field by going into your WHMCS admin area, then head to Reports > Clients. You’ll need to customize the report by adding that custom field manually in the export settings or tweak the report’s template to pull that field. You might have to edit the SQL query in the report template if it’s not showing by default.

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1 hour ago, D3vil said:

You can include the "REFERRED BY" field by going into your WHMCS admin area, then head to Reports > Clients. You’ll need to customize the report by adding that custom field manually in the export settings or tweak the report’s template to pull that field. You might have to edit the SQL query in the report template if it’s not showing by default.

Yes, I've edited the template but I am stuck on how to edit the SQL area of the codes to display the custom field.   Not the report page is not loading.  I had to put back the original template for now until I figure out the SQL part.   Google is not helping me....LOL

 

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On 9/12/2024 at 11:05 AM, D3vil said:

You can include the "REFERRED BY" field by going into your WHMCS admin area, then head to Reports > Clients. You’ll need to customize the report by adding that custom field manually in the export settings or tweak the report’s template to pull that field. You might have to edit the SQL query in the report template if it’s not showing by default.

Thats the part I'm having an issue with, editing the SQL correctly.

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