There are several guides out there for setting up an API-based connection to your ConnectWise Manage/PSA data in Power BI. However, there seems to be a lot of confusion on how to set up a SQL-based connection for Direct Query in Power BI or even whether it’s possible. As of this writing, the official University […]
If you’ve been using ConnectWise for a while, likely your invoice needs have changed over time. When I’m implementing a custom invoice template for a client, I’m often asked to help figure out which templates are actually used and how often. Then, when I build the NexNow template, we’ll usually try and consolidate things to […]
Clients often ask me if there’s a way to build a report that looks back on service board statistics over time. While some more complex questions will require either building your own historical database or paying for a 3rd party tool like Cognition 360 to do it for you, we can do quite a lot […]
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 […]
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 […]