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Groups and Custom Reports

Learn when and how to use both groups and custom reports in Novi.

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Upcoming Events

Jan 29
Group Training: Groups & Custom Reports 2:00 PM - 3:00 PM EST Details
Mar 19
Group Training: Groups & Custom Reports 3:30 PM - 4:30 PM EDT Details
May 15
Group Training: Groups & Custom Reports 2:00 PM - 3:00 PM EDT Details
Jul 9
Group Training: Groups & Custom Reports 3:30 PM - 4:30 PM EDT Details
Sep 22
Group Training: Groups & Custom Reports 3:30 PM - 4:30 PM EDT Details
Nov 12
Group Training: Groups & Custom Reports 3:30 PM - 4:30 PM EST Details
View Past Events

Training

Novi Group Training:
For new staff, onboarding teams, or customers refreshing their skills—join our group sessions to get up to speed with Novi.

Training Recordings:
Watch the most recent recording from any of our group training sessions.(Login to view!)

Training Recordings 

Novi Roundtables:
Join our roundtables to connect and learn with fellow Novi users on rotating topics.
Missed one? Recordings are in the Help Center.

Roundtable Recordings

Signature Events

Novi Summit
Save the Date!
Feb 23-25, 2026