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Duplicate Configurations In ConnectWise – Build with Report Writer
A ConnectWise University forum poster recently asked how to create a report to highlight instances of duplicate configurations in ConnectWise. Below is a quick guide to creating a simple report of configs by Company, with counts of more than 1 of a given name highlighted. I’ll also show you how to set this up as […]
Conditional Page Breaks in Report Writer
I was recently asked to build a custom invoice to clearly break out payable and non-payable amounts. For invoices with any billable time, they wanted the ticket notes listed out on the next page. If there was no billable time in the billing period, they did not want an extra blank page on the invoice. […]
Passing Parameters via URL with Report Writer
I’ve had a couple of folks ask for help recently with creating custom URLs to go directly into a report. For example, you may have a workflow rule that sends the account manager an email for an expiring agreement. You want that email to attach a link to an agreement report for the same client. […]