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Report of Invoice Templates in Use in ConnectWise
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 […]
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 […]