We were recently asked to build a report for a cloud partner that needed to see a summary of each employee’s time by pay period. The summary was to show total hours for certain PTO work types, as well as summaries of time by custom field selection. In addition, calculations needed to be made on […]
A recent post on the ConnectWise Enhancement forums asks ConnectWise to add the ability to receive login alerts. Specifically, they wanted to be alerted if anyone was logging in at odd times in the middle of the night. While Manage doesn’t have a wizard for this, it’s easy enough to set up for yourself in […]
NexNow clients give us many outside-the-box requests. As a result, we’ve created several unique custom invoices in Report Writer. An upcoming blog series will highlight discoveries that made these advanced custom templates possible. In the mean time, visit our invoice template page to connect with us to get started on your invoice right away. MASTER […]
A ConnectWise University forum poster recently asked how to create a report to highlight instances of duplicate configurations in ConnectWise. Below is a quick guide to creating a simple report of configs by Company, with counts of more than 1 of a given name highlighted. I’ll also show you how to set this up as […]
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. […]
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 […]
