How can we improve WHMCS?

Share, discuss and vote for what you would like to see added to WHMCS

Reporting

29 Ideas Found. Showing page 1 of 2.


Add "Client Name" column back to Transaction Export

HiThe Transaction Export CSV used to include "Client Name" and "Net Amount" columns which I used when doing accounting. The new ex...

  • Completed
12 Votes
Top 10 Clients by Income Report - add date filtering

The Top 10 Clients by Income Report is very interesting to see where money comes from.I would like to suggest the addition of date filtering, so we ca...

11 Votes
Attrition / churn rate report

Being able to calculate the churn / attrition rate inside WHMCS might give us a quick glimpse to one of the most important metrics for any service pro...

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6 Votes
Income Forecast , include add-ons

I would like the same income forecast reporting to be present In Reports > Income Forecast as there is when you go to view the Admin Home Module:...

5 Votes
Set Financial Year

Not everyones financial year runs January -> DecemberOurs runs April -> March each year, so we end up running two reports and manually combining...

5 Votes
Remove cancelled products from the income forecast report.

When you run the income forecast report it includes products that have already been cancelled. Not even a Greek banker would try to get away with thi...

3 Votes
Staff and admin notification of coming overdue

An option or report for listing coming overdues that will be a great help to find the termination list of services and users . So we can prepare and c...

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3 Votes
Add Company (i-o username) in report, invoices list, etc

Hey,I'm currently reviewing in details some aspects of the financial figures on WHMCSWHMCS is quite useful but i would need to see the company name in...

3 Votes
Year over year annual income report

Right now we have an annual income report which shows month over month with the current and previous 2 years. What would be really nice is to have a...

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3 Votes
Automatic support overview report generation and email

We periodically review certain reports as a team and this always involves a fair bit of manual operations (Ex: go to Support Overview, take a screen s...

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3 Votes
Overdue Invoices Report - Balance Due

On the Overdue Invoices report we have a column "total" The problem is some clients only make part payments or maybe don't pay the whole &qu...

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3 Votes
Client Last Logged in IP Report

It would be great if there was a report or search function to quickly Identify / link an IP to a client account. This would be useful for when you are...

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2 Votes
Add "Select All / Deselect All" for fields on export reports pages.

Pretty simple QOL request. We often use the built in export reports and I have to tap to each field to select all or most of them. It would save a lot...

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2 Votes
Add Company names to Sales Tax Liability and other Reports

On reports like Sales Tax Liability I'm missing the column "Company Name". It does show Client names, but we don't always work with client n...

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2 Votes
Revenue report // Report of what I've invoiced (all/ by month/etc.)

Hi all,WHMCS is missing one significant report (IMO), what has been invoiced in a month. In other words a revenue report.Let me explain:- There is an...

1 Votes
Show credits on client statements

The problem we are facing is that when a client overpay on an invoice. For example the invoice amount is $200 and the client pays $250. The $50 credit...

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1 Votes
Change the vertical axis on annual income report from 1500 to 1000 lines

Having the vertical axis in $1500 lines doesn't make any sense. Every time I look at the graph, which is supposed to be a visual representation of va...

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1 Votes
Domain TLD Report

I believe there should be a way to list domains by TLD.

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1 Votes
Add cost price and sale price to products, so that you can do profit tracking

Basically said it in title, in your product pricing you should have cost price from vendors and sale price to customers and have profit tracking in WH...

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1 Votes
Opt in history report

This would be a record of clients that have opted in or out of marketing emails. Presently you have to check each client's profile, which, if you have...

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1 Votes
Expand Future forecast report to provide details with each product

Hello,Currently we get can income forecast report in Total(montly...total), Is it possible to get income forecast report generated/separated by produc...

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