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News & Blog
Conditional Formatting in Report Writer HTML
Recently, I had a client request that I format the negative numbers in red on their RW report. However, since we were using a custom HTML template, we couldn’t use the Advanced Field Properties to set conditional formatting. To accomplish conditional formatting in Report Writer HTML, I used custom CSS. Here are the basic steps. […]
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 […]