ConnectWise custom reporting tips: Report Writer expressions, HTML templates, custom invoices, SSRS and Power BI, from NexNow.
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 […]
If you use URLs created in the ConnectWise Manage Web Report URL Creator tool to feed data to Excel, Power BI, etc, you may need to make some changes to get your data connections working again. ConnectWise changed the formatting of the password so it shows up quasi-encrypted rather than in clear text within the […]
Updated for 2026: see How to Create a ConnectWise API Member for Custom Invoices for the current steps, including the exact security role permissions custom invoices need. Essential to every integration is the public/private ConnectWise API key creation within the Member setup area of ConnectWise Manage. When you are asked to set up your public […]
At NexNow, we’ll often get requests for custom invoice templates that display things in a way that’s a bit outside the box. One client did a lot of agreement bundling and some child agreements needed to have their titles and products show on the invoice. Since ConnectWise doesn’t allow us to specifically call out child agreements when […]
ConnectWise comes with some useful built-in reports. However, there are usually a few things MSPs want to tweak so that each report fits their specific requirements. Here’s how to customize your own standard report.
Keith with IMEX Technical Services, a UK-based ConnectWise partner, started a discussion yesterday in the ConnectWise forums about building a central repository for all of the various SSRS reports that partners have built and would be willing to share. I thought the idea was great and offered my support. Not all partners are in the […]