Data, Reporting,
and Integration Services
for ConnectWise
Our smart, custom solutions are designed for your unique business processes and workflows.
Services
Merge and Convert
Full database merge and data conversion
We’re experts at getting data in and out of ConnectWise, seamlessly.
About
News & Blog
Historical Report of Service Tickets by Date in ConnectWise
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 […]
Add Summary Matrix to HTML in ConnectWise Manage Report Writer
A while back, I had a client that needed a summary matrix of time spent by agreement type on their overage invoices in a matrix format. This is possible with a custom invoice in ConnectWise Manage. In this post, I’ll show you how to create the matrix formatted HTML subreport in Report Writer that you […]
Adding Custom Fields with Numbers or Dates to Report Writer
If you try to do calculations on your ConnectWise Manage custom fields in Report Writer, you’ll notice that custom fields that are supposed to be formatted as a number or date type just come through as text. ConnectWise stores custom fields as the SQL data type varchar, instead of the relevant type you selected for […]