Step-by-step ConnectWise learning from NexNow: Report Writer techniques, custom invoice tricks, Power BI connections and database tips.
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 […]
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’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). […]
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.
When companies go through a reorganization, there is a lot of information and data that needs to be taken into account. Here’s the process we used to help a client make sure the re-structuring, particularly within ConnectWise, went smoothly and had a positive outcome.