Group Training: Novi's Built-In Reports
Learn how to get actionable insights from Novi’s built-in reporting tools
Novi’s Built-In Reports provide powerful, ready-to-use insights into your membership, financials, and day-to-day operations. In this training, you’ll learn how to confidently navigate, configure, and use these reports to answer common questions and support internal decision-making.
In this session, you’ll learn how to:
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Use list views as reports by customizing columns and filters
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Navigate and interpret Novi’s built-in membership, financial, general, and troubleshooting reports
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Configure standard reports to meet your needs
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Use reports for troubleshooting and day-to-day operational review
Important note:
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This training does not cover Custom Reports. Custom reporting is covered in the separate Groups & Custom Reports training.
Please Note:
- Registration is required - click the Register Now button to RSVP and receive the Zoom link to attend.
- Group training sessions may be canceled and/or rescheduled due to low registrations. Please be sure to register via the link above.
- Cameras on helps create a more lively atmosphere and helps you stay locked into the training content. If you’re comfortable, we’d love to see you!
Please note that all Novi Group Trainings are listed in Eastern Time.
Can't attend the live training? Watch the recording from a previous training here.