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Report all active Types/SubTypes/Items

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I put together a quick SQL query a couple of weeks ago to share my list of ConnectWise Manage types/subtypes/items with a client. Yesterday, someone asked for the same thing in the CW forums so I thought I’d put together a quick blog post for anyone else out there searching for a way to build a Type Subtype Item Report.

Here are the results exported to Excel, followed by the SQL query.

Type Subtype Item Report display example
SELECT
  TSI.ServiceTypeDesc
  ,TSI.ServiceSubTypeDesc
  ,TSI.ServiceItemDesc
  ,Board_Name
  ,BusGroup
  ,Updated_By
  ,Last_Update

FROM 
  v_rpt_ServiceItem TSI
WHERE
  Inactive_Flag = 0 and Board_Name LIKE 'Helpdesk'   ---Change to the board you want to report on--
AND 
SR_Type_RecID NOT IN (select SR_Type_RecID from SR_Type Where Inactive_Flag = 1)
AND 
   SR_SubType_RecID NOT IN (select SR_SubType_RecID from SR_SubType Where Inactive_Flag = 1)

ORDER BY
  TSI.ServiceTypeDesc, TSI.ServiceSubTypeDesc

This is be doable in Report Writer as well, using this code as a starting point. If you’ve created one and want to share your results to the Marketplace, please reply back here with a link.

Want to do more?

Congratulations! You’ve got a Type Subtype Item Report. Do you want to do more of your own ConnectWise reporting in Report Writer, Power BI, or another reporting tool? Contact us for one-on-one help or connect with us on the ConnectWise subreddit or the ConnectWise University Forums.

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