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News & Blog
How to Perform Additional Calculations on your Report Writer Expression Results
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 […]
Year-End Maintenance
We’re all familiar with the little ConnectWise pop-up this time of year reminding us what we need to do to prepare ConnectWise for the coming year with some year-end maintenance. This is also a good time to think about any cleanup and purging that can be done to declutter and maybe even make things run […]
Adding Attachments from Manage Database to Reports
We received a report request from a client that does a lot of government business and needs to send receipts documenting every expense entered into ConnectWise. Employees attach their receipts to the expense record in ConnectWise Manage. Rather than manually gathering all the receipts, they wanted to automate the process. After a lot of trial and […]