IT Nation Reporting Roundup
We’ve covered a lot of ConnectWise reporting tips and tricks here and now we’re looking forward to meeting some of you in person and taking a look live. If you’ll be at IT Nation, let us know what you’d like to see. We’ll take the feedback both here and in person and put together a couple of workshops.
Custom report cover with dynamic content
Do you have any client-facing Report Writer reports you’d like to snazz up? You can accomplish a cover page like the one below with some custom CSS and creative table setup. Read the full post.
Separate shipping costs on your custom invoice
ConnectWise invoicing doesn’t have a built-in field for shipping costs. However, with some extra setup on your custom invoice template, it is possible to add this functionality. Read the full post to learn how.
Use alternating row colors in your custom HTML report
Report Writer has basic options for alternating the row color for each line. However, that doesn’t work for custom HTML reports. Here’s how you can accomplish it.
How to Create your own Standard Report in ConnectWise (on-prem only)
Do you have a standard report in Manage that you wish was just a little different? These reports aren’t available for quick tweaking in Report Writer. However, if you have SQL access, you can make a copy of it in the database and tweak it to your liking.
Customize child agreement display on invoices (on-prem only)
If you have multiple levels in your agreement structure, you may have noticed Report Writer doesn’t give you the ability to show child agreement information separately on the invoice. Using the custom field functionality in Manage, along with our custom view, you can have full control over how things display on the invoice.