ConnectWise Reports

Overview
Integration
Support

CFAR is an ad hoc reporting tool that makes it easy to create and run sophisticated business reports and dashboards using ConnectWise data. When asked why they continue to use CFAR, our clients say that it’s the app’s power they love – CFAR’s breadth and depth of features allows them to create reports/solutions that they can’t create with other products.

Next Steps

Learn More About CFAR: To learn more about pricing and support, visit our web site at http://www.rosevalleysoftware.com. For a closer look at some of our sample reports, check out the blog at http://cfarforlabtech.blogspot.com.

Demo CFAR: The best way to evaluate CFAR is to download the 15-day demo and try it with your own data. For questions, contact support@rosevalleysoftware.com.

ConnectWise PSA

Requirements: Requires an ODBC connection to the ConnectWise Manage database. If your Manage database is “on premise”, configure the connection following the CFAR installation instructions. If your database is “in the cloud”, you will need to purchase and install “Cloud Connect” from ConnectWise before configuring your ODBC connection.

Features:

CFAR is easy to learn and easy to use. Its wizard-driven, “application-centric” interface exposes data instead of hiding it. Simply pick the fields you want in the report, and CFAR will build the corresponding SQL statement automatically.
Comes with 150, free, pre-built reports and dashboards which you can use “as-is” or modify to add your own content and filters, and brand with your company colors and logo. Reports can be scheduled to run automatically and content can be delivered by email.
Besides printing a report, you can choose to save its output in one of 24 formats, including Microsoft Word and Excel, RTF, PDF and CSV.
And if you use both Manage and Automate, and want to build reports that combine data from both, CFAR has the solution for you. Comes with sample reports that show you – step-by-step - how it’s done.

ConnectWise Automate

Requirements: Requires an ODBC connection to the ConnectWise Automate database. If your database is “in the cloud”, you will not be able to use CFAR at this time.

Features:

CFAR is easy to learn and easy to use. Its wizard-driven, “application-centric” interface exposes data instead of hiding it. Simply pick the fields you want in the report, and CFAR will build the corresponding SQL statement automatically.
Comes with 300, free, pre-built reports and dashboards which you can use “as-is” or modify to add your own content and filters, and brand with your company colors and logo. Reports can be scheduled to run automatically, and content can be delivered by email.
Besides printing a report, you can choose to save its output in one of 24 formats, including Microsoft Word and Excel, RTF, PDF and CSV.
And if you use both Manage and Automate, and want to build reports that combine data from both, CFAR has the solution for you. Comes with sample reports that show you – step-by-step - how it’s done.

Currently this vendor is not Certified under ConnectWise Invent.

Please reach out directly to the vendor for integration implementation and/or support.

Details

Overview

Next Steps

Learn More About CFAR: To learn more about pricing and support, visit our web site at http://www.rosevalleysoftware.com. For a closer look at some of our sample reports, check out the blog at http://cfarforlabtech.blogspot.com.

Demo CFAR: The best way to evaluate CFAR is to download the 15-day demo and try it with your own data. For questions, contact support@rosevalleysoftware.com.

Integration

ConnectWise PSA

Features:

CFAR is easy to learn and easy to use. Its wizard-driven, “application-centric” interface exposes data instead of hiding it. Simply pick the fields you want in the report, and CFAR will build the corresponding SQL statement automatically.
Comes with 150, free, pre-built reports and dashboards which you can use “as-is” or modify to add your own content and filters, and brand with your company colors and logo. Reports can be scheduled to run automatically and content can be delivered by email.
Besides printing a report, you can choose to save its output in one of 24 formats, including Microsoft Word and Excel, RTF, PDF and CSV.
And if you use both Manage and Automate, and want to build reports that combine data from both, CFAR has the solution for you. Comes with sample reports that show you – step-by-step - how it’s done.

ConnectWise Automate

Requirements: Requires an ODBC connection to the ConnectWise Automate database. If your database is “in the cloud”, you will not be able to use CFAR at this time.

Features:

CFAR is easy to learn and easy to use. Its wizard-driven, “application-centric” interface exposes data instead of hiding it. Simply pick the fields you want in the report, and CFAR will build the corresponding SQL statement automatically.
Comes with 300, free, pre-built reports and dashboards which you can use “as-is” or modify to add your own content and filters, and brand with your company colors and logo. Reports can be scheduled to run automatically, and content can be delivered by email.
Besides printing a report, you can choose to save its output in one of 24 formats, including Microsoft Word and Excel, RTF, PDF and CSV.
And if you use both Manage and Automate, and want to build reports that combine data from both, CFAR has the solution for you. Comes with sample reports that show you – step-by-step - how it’s done.

Support

Currently this vendor is not Certified under ConnectWise Invent.

Please reach out directly to the vendor for integration implementation and/or support.

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