ConnectWise Reporting Tools Overview
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The document outlines a presentation by Dave Keller on the formula for success in reporting for Managed Service Providers (MSPs), emphasizing the importance of accurate and timely information for better decision-making. It details various reporting tools categorized as built-in, end-user, power-user, and services & outsourcing, recommending a strategic approach that combines technical expertise and business acumen. Keller encourages MSP leaders to focus on relevant questions and the effective use of available resources to enhance their reporting capabilities.
ConnectWise Reporting Tools Overview
- 1. Reporting 301: Formula for Success Dave Keller Founder and Chief Consulting Officer New Haven Technologies, LLC
- 2. Agenda • Introduction • YOUR Agenda • Why “Reporting”? • Formula for Success • Word from Our Sponsor • Q&A
- 3. Dave Keller Introduction • Eli Lilly & Co. (7 yrs) – Recombinant DNA Mfg • Apple Inc. (12 yrs) – Eng, Sales, Sales Mgt • Symantec (6 yrs) – Enterprise Sales • Spectrum Technology (6 yrs) – COO • New Haven Technology (3 yrs) – ConnectWise BI • B.S. Computer Science • MBA in Marketing & Management
- 4. YOUR Agenda
- 5. Why “Reporting”? Our Job as Leaders of MSPs
- 6. Our Job as Leaders of MSPs Logistics Goal • Accurate Information • Timely Manner • Better Decisions • Influence the Future • Working “on” the business • Not “in” the business • Driven by Information
- 7. Agenda • Introduction • YOUR Agenda • Why “Reporting”? • Formula for Success • Word from Our Sponsor • Q&A
- 8. Formula for Success Reporting Reporting Tools + Technical Expertise + ConnectWise Expertise + Business Acumen + Guiding Principles
- 9. Reporting Tools Four Categories 1. Built-In 2. End-User 3. Power-User 4. Services & Outsourcing
- 10. Built-In Reporting Tools • ConnectWise reports Always start here. If you’ve got it, use it!
- 11. End-User Reporting Tools • Excel • Crystal Reports • ConnectWise Report Writer Good for simple reports - or - Sophisticated reports that do not change
- 12. Excel Settings Reporting Tools Provider=SQLOLEDB.1; Integrated Security=SSPI; Persist Security Info=True; Initial Catalog=cwwebapp_mycompany; Data Source=SQLSvr_Name; Current Language=us_english; Use Procedure for Prepare=1; Auto Translate=True; Packet Size=4096; Workstation ID=MYWORKSTATION_ID; Use Encryption for Data=False; Tag with column collation when possible=False
- 13. ConnectWise Report Writer Reporting Tools
- 14. ConnectWise Report Writer Reporting Tools
- 15. ConnectWise Report Writer Reporting Tools
- 16. ConnectWise Report Writer Reporting Tools
- 17. ConnectWise Report Writer Reporting Tools
- 18. Power-User Reporting Tools • Microsoft SQL Server Reporting Services – Free with SQL Server • BrightGauge • ConnectSmart • CWDash • qvWise • QlikView May require ConnectWise database expertise as well as potentially SQL expertise
- 19. Microsoft SQL Server Reporting Services http://Your_SQL_Server/Reports
- 20. Microsoft SQL Server Reporting Services SSRS Report Builder Visual tool for report authoring. Limited debug/troubleshooting capability.
- 21. Microsoft SQL Server Reporting Services SSRS Report Builder > Query Builder
- 22. Microsoft SQL Server Reporting Services Resources
- 23. Services & Outsourcing Reporting Tools • New Haven Technologies – Executive Briefing Service – RaaS (Reporting as a Service) • Custom Report Consultants
- 24. Formula for Success Reporting Tools + Technical Expertise + ConnectWise Expertise + Business Acumen + Guiding Principles
- 28. ConnectWise Expertise Formula for Success • 12,333 Fields • 857 Tables • Know ConnectWise • Know CW Database
- 29. ConnectWise Expertise Query for a List of Fields SELECT INFORMATION_SCHEMA.COLUMNS.TABLE_CATALOG As Table_Catalog, INFORMATION_SCHEMA.COLUMNS.TABLE_SCHEMA As Table_Schema, INFORMATION_SCHEMA.COLUMNS.TABLE_NAME As Table_Name, INFORMATION_SCHEMA.COLUMNS.COLUMN_NAME As Column_Name From INFORMATION_SCHEMA.COLUMNS Order By INFORMATION_SCHEMA.COLUMNS.COLUMN_NAME
- 30. Business Acumen Formula for Success • Are you asking the right questions? • “Little things mean a lot…” – 5 engineers @ $100/hr – Record 1 hr/wk (12 min/day) more accurately – $26,000 in additional profit this year
- 31. Guiding Principles Formula for Success • Don’t Reinvent the Wheel – Start with what’s available – Move “up” only when you have to • Trust, but Verify – Validate calculation results via component parts • Is this Really the Best Use of Your Time? – Are you paid to write reports? Or make decisions?
- 32. A Word from Our Sponsor
- 33. New Haven Technologies Executive Briefing Service • ConnectWise On-Premise Reporting Service • Provides info you need to run your business • $299/mo on a month-to-month basis • Custom ConnectWise reports included • A quick tour…
- 34. CxO X-Ray Report Everything on One Screen
- 35. CxO X-Ray Report Everything on One Screen Overall Summary for your entire MSP business
- 36. CxO X-Ray Report Everything on One Screen Summary of your Fully Managed contracts
- 37. CxO X-Ray Report Everything on One Screen Summary of Block Time contracts
- 38. CxO X-Ray Report Everything on One Screen Summary of T&M and Project work (including Internal Projects)
- 39. CxO X-Ray Report Everything on One Screen Summary of Hardware and Software Sales
- 40. CxO X-Ray Report Everything on One Screen What you have (or will) invoice this month…
- 41. CxO X-Ray Report Everything on One Screen Where you will finish THIS month…
- 42. CxO X-Ray Report Everything on One Screen What’s “Past Due” and needs to be collected?...
- 43. CxO X-Ray Report Everything on One Screen What has Sales promised to close this month?...
- 44. CxO X-Ray Report Everything on One Screen What is Engineering working on this month?...
- 45. CxO X-Ray Report Everything on One Screen Does Dispatch have work “teed up” for engineering?...
- 46. Where will you FINISH the month? CxO X-Ray Report Projected End of month What you earn per hour worked: So far this month On what’s been invoiced
- 47. How PROFITABLE is “Fully Managed”?CxO X-Ray Report
- 48. CxO X-Ray Report Drill to Details and Verification Drill-Down to more detail via the blue underlined hyperlinks…. Trust, but Verify
- 49. CxO X-Ray Report Drill to Details and Verification Drill-Down to more detail via the blue underlined hyperlinks…. Companies that have been invoiced….
- 50. CxO X-Ray Report Drill to Details and Verification Drill-Down to more detail via the blue underlined hyperlinks…. Invoices for THIS Company…. Companies that have been invoiced….
- 51. CxO X-Ray Report Drill to Details and Verification Drill-Down to more detail via the blue underlined hyperlinks…. Invoices for THIS Company…. Hours spent on this FULLY MANAGED contract this month…. Companies that have been invoiced….
- 52. CxO X-Ray Report Drill to Details and Verification Detail entries for each day and time entry….
- 53. CxO X-Ray Report Drill to Details and Verification Broken out by day or by engineer….
- 54. Profitability by Client Stack Rank & Compare on Total Client Return
- 55. Profitability by Client Drill and Focus for Verification Profitability by Agreement plus more drill-down….
- 56. MRR Over Time Analyze MRR Trends by Client
- 57. Real-Time Dashboards Influence Behavior throughout the day
- 58. Executive-Level Perspective: Billboard Reports • Morning Briefing • Quick check • Managers get THEIR copy • In your inbox (offline) • Will you be profitable?
- 59. Executive-Level Perspective: Billboard Reports • Morning Briefing • Quick check • Managers get THEIR copy • In your inbox (offline) • Are engineers: – Reporting time? – Billable enough? – Scheduled for future jobs?
- 60. Executive Briefing Service • $299/month • Month-to-month • Includes Custom ConnectWise Reporting • Free 2-week trial on your network www.NewHavenTech/Trial
- 61. Reporting 301: Formula for Success Summary • “Built-In” is always your first choice • Microsoft has free tools available • Trust, but verify • Focus on the right questions • There is NO “one size fits all” answer Stop Guessing. Start Knowing.
- 63. New Haven Technologies Resources • www.NewHavenTech.com • Support@NewHavenTech.com • www.YouTube.com/NewHavenTech • www.LinkedIn.com/NewHavenTech • www.FaceBook.com/NewHavenTech • www.SlideShare.net/NewHavenTech • www.ConnectWise.com/Marketplace • @NewHavenTech