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News & Blog
Set up Power BI SQL Connection for ConnectWise Cloud or Self-Hosted
There are several guides out there for setting up an API-based connection to your ConnectWise Manage/PSA data in Power BI. However, there seems to be a lot of confusion on how to set up a SQL-based connection for Direct Query in Power BI or even whether it’s possible. As of this writing, the official University […]
Report of Invoice Templates in Use in ConnectWise
If you’ve been using ConnectWise for a while, likely your invoice needs have changed over time. When I’m implementing a custom invoice template for a client, I’m often asked to help figure out which templates are actually used and how often. Then, when I build the NexNow template, we’ll usually try and consolidate things to […]
Historical Report of Service Tickets by Date in ConnectWise
Clients often ask me if there’s a way to build a report that looks back on service board statistics over time. While some more complex questions will require either building your own historical database or paying for a 3rd party tool like Cognition 360 to do it for you, we can do quite a lot […]