Reports - Revision history

PeterM at 14:09, 16 May 2023

2023-05-16T14:09:51Z

SarahK: /* PDF Batch */

2023-01-26T21:49:40Z

‎PDF Batch

SarahK at 16:58, 1 July 2022

2022-07-01T16:58:41Z

John: /* Disk Usage Summary */

2022-06-13T21:01:16Z

‎Disk Usage Summary

John: /* Disk Usage Summary */

2022-06-02T09:00:48Z

‎Disk Usage Summary

SarahK at 20:52, 2 May 2022

2022-05-02T20:52:24Z

Show changes

SarahK at 19:47, 21 April 2022

2022-04-21T19:47:52Z

SarahK at 22:01, 14 April 2022

2022-04-14T22:01:22Z

SarahK: /* Ticket Tags */

2022-03-11T22:30:18Z

‎Ticket Tags

SarahK: /* VAT MOSS */

2022-02-01T21:29:05Z

‎VAT MOSS

@@ Line 120: / Line 120: @@
 A 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.
-== Smarty Compatibility ==
+===Product Suspensions===
 In WHMCS 8.7 and later, this report lists information about legacy Smarty tags that the system has detected in your custom theme and template files.
@@ Line 144: / Line 164: @@
 * '''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 Replies===

← Older revision		Revision as of 21:49, 26 January 2023
Line 119:		Line 119:

	A 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.		A 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.
		+
		+	== Smarty Compatibility ==
		+
		+	In WHMCS 8.7 and later, this report lists information about legacy Smarty tags that the system has detected in your custom theme and template files.
		+
		+	<div class="docs-alert-info">
		+	Smarty 3 removed Smarty's <tt>{php}</tt>, <tt>{include_php}</tt>, and <tt>{insert}</tt> tag functionality. We deprecated these tags in WHMCS 6.0 and will remove support entirely in WHMCS 9.0. You '''must''' remove these tags from your custom themes and templates. For more information, see [[Eliminating Legacy Smarty Tags]].
		+	</div>
		+
		+	The system scans for <tt>{php}</tt>, <tt>{include_php}</tt>, and <tt>{insert}</tt> tags in all of the following files within your WHMCS installation's root directory:
		+
		+	* All files in the following directories:
		+	** <tt>/includes/hooks</tt>
		+	** <tt>/modules</tt>
		+	** <tt>/templates</tt>
		+	** <tt>/admin/templates</tt>
		+	* All email template files.
		+	* All trusted directories in the installation's [[Smarty_Security_Policy#.7Binclude_php.7D_Tag_Use\|custom Smarty security policy]].
		+
		+	Click '''Rescan Now''' to re-scan your WHMCS installation for <tt>{php}</tt>, <tt>{include_php}</tt>, and <tt>{insert}</tt> 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.

	===Product Suspensions===		===Product Suspensions===

@@ Line 80: / Line 80: @@
 ===Disk Usage Summary===
-When you enable the '''[[Automation_Settings#Update_Usage_Statistics|Update Usage Statistics]]''' option, 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. Hosting accounts without a matching record in WHMCS are excluded. The cron job updates this once per day, or you can click '''Update Now''' to get current usage statistics.
+When the '''[[Automation_Settings#Update_Usage_Statistics|Update Usage Statistics]]''' option is enabled, 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.
 ===Domains===

@@ Line 80: / Line 80: @@
 ===Disk Usage Summary===
-When the '''[[Automation_Settings#Update_Usage_Statistics|Update Usage Statistics]]''' option is enabled, a report is generated of the disk space and bandwidth usage statistics for hosting accounts on active servers. Disabled servers are excluded. Hosting accounts without a matching record in WHMCS are excluded. The cron job updates this once per day, or you can click '''Update Now''' to get current usage statistics.
+When you enable the '''[[Automation_Settings#Update_Usage_Statistics|Update Usage Statistics]]''' option, 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. Hosting accounts without a matching record in WHMCS are excluded. The cron job updates this once per day, or you can click '''Update Now''' to get current usage statistics.
 ===Domains===

@@ Line 80: / Line 80: @@
 ===Disk Usage Summary===
-When the '''[[Automation_Settings#Update_Usage_Statistics|Update Usage Statistics]]''' option is enabled, a report of the disk space and bandwidth usage statistics for hosting accounts. The cron job updates this once per day, or you can click '''Update Now''' to get current usage statistics.
+When the '''[[Automation_Settings#Update_Usage_Statistics|Update Usage Statistics]]''' option is enabled, a report is generated of the disk space and bandwidth usage statistics for hosting accounts on active servers. Disabled servers are excluded. Hosting accounts without a matching record in WHMCS are excluded. The cron job updates this once per day, or you can click '''Update Now''' to get current usage statistics.
 ===Domains===

@@ Line 10: / Line 10: @@
 <div class="docs-alert-warning">
 <span class="title">Admin Role Requirements</span><br />
-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 (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Administrator Roles]]'''.
+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 (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Administrator Roles]]''' or, prior to WHMCS 8.0, '''Setup > Staff Management > Administrator Roles'''.
 </div>

@@ Line 1: / Line 1: @@
 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 view reports at '''Reports > Reports'''.
+You can access this feature at '''Reports > Reports'''.
 <div class="docs-alert-success">

@@ Line 124: / Line 124: @@
 ===Ticket Tags===
-An 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.
+An overview of assigned ticket tags for a given [[Date_Range_Picker|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 Income===

← Older revision		Revision as of 21:29, 1 February 2022
Line 133:		Line 133:

	===VAT MOSS===		===VAT MOSS===
−	This report provides the information EU businesses need to be able to complete the VATMOSS return in whatever specific format(s) your local VAT tax authority will accept. [[~~EU_VAT_MOSS\|More Information~~ >>]]	+	This report provides the information EU businesses need to be able to complete the VATMOSS return in whatever specific format(s) your local VAT tax authority will accept.
		+
		+	<div class="docs-alert-info">
		+	''' Report Name:''' VAT MOSS Settlement Data Report for WHMCS<br />
		+	''' Version:''' 1.0<br />
		+	''' Release Date:''' 1st April 2015<br />
		+	''' Supported WHMCS Versions:''' 5.3+
		+	</div>
		+
		+	On January 1st, 2015, new rules came into effect for handling VAT for the sale of digital products and services within the EU. The rules created a system called the Mini One-Stop Shop (MOSS) for the declaration of VAT collected on these digital supplies. For more information, see [http://blog.whmcs.com/?t=96594 New EU VAT rules from 1st January 2015].
		+
		+	While the submission requirements and file formats vary by MOSS country of registration, the required information is the same.
		+
		+	* For more information, see [http://blog.whmcs.com/?t=99502 our blog post].
		+	* To download the report, [http://www.whmcs.com/download/702/whmcs-vat-moss-report click here].
		+	* To install a report in WHMCS, unzip the download file and upload the <tt>vat_moss.php</tt> file to the <tt>/modules/reports/</tt> directory.
		+
		+	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.