Data, Reporting,
and Integration Services
for ConnectWise
Our smart, custom solutions are designed for your unique business processes and workflows.
Services
Merge and Convert
Full database merge and data conversion
We’re experts at getting data in and out of ConnectWise, seamlessly.
About
News & Blog
Add Summary Matrix to HTML in ConnectWise Manage Report Writer
A while back, I had a client that needed a summary matrix of time spent by agreement type on their overage invoices in a matrix format. This is possible with a custom invoice in ConnectWise Manage. In this post, I’ll show you how to create the matrix formatted HTML subreport in Report Writer that you […]
Adding Custom Fields with Numbers or Dates to Report Writer
If you try to do calculations on your ConnectWise Manage custom fields in Report Writer, you’ll notice that custom fields that are supposed to be formatted as a number or date type just come through as text. ConnectWise stores custom fields as the SQL data type varchar, instead of the relevant type you selected for […]
Show Decimals in Report Writer Only If They Exist
UPDATE UPDATE 2021-04/27 – Here’s a simpler version that works in some cases (this is what I started with before settling on the version below as this way didn’t want to work on that invoice). If you need to do calculations on the numbers, stick with the original method as this method converts to text. […]