We received a report request from a client that does a lot of government business and needs to send receipts documenting every expense entered into ConnectWise. Employees attach their receipts to the expense record in ConnectWise Manage. Rather than manually gathering all the receipts, they wanted to automate the process. After a lot of trial and […]
A few years ago a world of possibilities opened up for me in ConnectWise Report Writer when I discovered the ability to add SQL expressions to report fields. Now, if you read carefully through every bit of documentation on RW, you may have come across some basic mention of this. Here’s an introductory post for […]
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 […]
We were recently tasked with creating a custom invoice for Datapath, an MSP from Modesto, CA, based on their mock-up below. As I began to create it in Report Writer, I noticed a problem. They wanted a separate shipping total, which is not an available ConnectWise Manage invoice field. Like many partners, Datapath’s shipping charges […]
Automatically alternating row formatting is a great way to make your report easier to read and more visually pleasing, especially when your report can output a lot of rows. Report Writer allows us to set alternating row formatting in the Style tab. However, that formatting only applies to the standard display. As soon as you […]
Update: Another method to fix this that works most of the time is to uncheck and then recheck the “Highlight Code” box. So this is a pretty random post but I figured I could save some headache for anyone else who hasn’t figured out this workaround (I just discovered it after many years with Report Writer). […]
If you’ve been creating custom HTML reports in ConnectWise for a while, you’ve probably noticed that while you can do a lot of powerful things, the interface and the lack of advanced documentation can make things difficult. One recent challenge was to create a report cover page in ConnectWise Report Writer. One report element I […]
If you use URLs created in the ConnectWise Manage Web Report URL Creator tool to feed data to Excel, Power BI, etc, you may need to make some changes to get your data connections working again. ConnectWise changed the formatting of the password so it shows up quasi-encrypted rather than in clear text within the […]
3rd party developers are updating their apps to take advantage of the new ConnectWise REST API. There are a couple steps partners need to take to get set up with the new method. Essential to every integration is the public/private ConnectWise API key creation within the Member setup area of ConnectWise Manage. When you are […]
At NexNow, we’ll often get requests for custom invoice templates that display things in a way that’s a bit outside the box. One client did a lot of agreement bundling and some child agreements needed to have their titles and products show on the invoice. Since ConnectWise doesn’t allow us to specifically call out child agreements when […]
