I’ve had a couple of folks ask for help recently with creating custom URLs to go directly into a report. For example, you may have a workflow rule that sends the account manager an email for an expiring agreement. You want that email to attach a link to an agreement report for the same client. […]
When querying the ConnectWise database, sometimes the only date field you’ll have available is UTC meaning the time returned is not user-aware and you’ll need to adjust it. Or, you may want a report to show standardized time, no matter what timezone the end user is in. To calculate the desired local time from a […]
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 […]
Recently, I had a client request that I format the negative numbers in red on their RW report. However, since we were using a custom HTML template, we couldn’t use the Advanced Field Properties to set conditional formatting. To accomplish conditional formatting in Report Writer HTML, I used custom CSS. Here are the basic steps. […]
One big limitation of working with a ConnectWise cloud installation is that I can’t create my own data views to do any calculations on my fields before running the report in Report Writer. This makes it difficult to do multiple levels of calculations since your custom field Expressions can’t refer to each other (all Expressions […]
We’re all familiar with the little ConnectWise pop-up this time of year reminding us what we need to do to prepare ConnectWise for the coming year with some year-end maintenance. This is also a good time to think about any cleanup and purging that can be done to declutter and maybe even make things run […]
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 […]