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Conditional Page Breaks in Report Writer
I was recently asked to build a custom invoice to clearly break out payable and non-payable amounts. For invoices with any billable time, they wanted the ticket notes listed out on the next page. If there was no billable time in the billing period, they did not want an extra blank page on the invoice. […]
Passing Parameters via URL with Report Writer
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. […]
Convert UTC Fields to Local Time
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 […]