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Picture of ConnectWise Professional Services - Custom Reports, Dashboards, & Forms

ConnectWise Professional Services - Custom Reports, Dashboards, & Forms

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Product Overview

The ConnectWise Professional Services team provides custom business intelligence, reporting, forms, data and scripting services for Manage and Automate.

Features:

Our team works with the Manage and Automate data and reporting solutions every day.  Our knowledge and experience translates into solutions that will give you the information you need to run your business better, make decisions faster and analyze the past to plan for the future.  

Dashboard & Report Development

Our team has created hundreds of custom reports and dashboards for partners, giving them the data needed to make better business decisions.   Depending on your environment, we use the following tools/outputs:

  • Manage Report Writer
  • SSRS – SQL Services Reporting Server
  • Automate Report Center
  • Excel

Manage Custom Invoices & Forms

With Manage Report Writer, custom HTML forms (Invoices, Purchase Orders, Sales Orders, sign-off forms & more) can be created to include the data that you desire in a design that is pleasing to your company. 

Development Methodology

We follow Agile development principles to streamline the specification & development cycles, thus reducing cost and time required to deliver the desired result.  We follow Agile principles:

  • Recognize that plans & requirements may not be fully known before the engagement begins
  • Begin with minimal requirements provided by Partner
  • Deliver initial version as quickly as possible
  • Collaborate with partner and deliver incremental changes

Training

Our team can provide remote one on one or group training for Manage Report Writer or Automate Report Center.   This 3-hour service provides basic training and help getting started building your own reports and dashboards.

Report Troubleshooting & QA

If you have already built a custom report, dashboard or form but need some help to finish, have questions or the data is not quite working the way you need it to, we can come along side and work with you to achieve your desired results. 

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