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 are excited to see everyone at IT Nation Connect 2018! What’s bigger than Christmas in the ConnectWise community? You guessed it — IT Nation. And we’re excited to announce that NexNow is a sponsor this year. Where, When, and How to Find Us We’ll be at booth #722 during IT Nation exhibitor hours and […]
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 […]