ConnectWise Reporting Tools Overview

Reporting 301:

Formula for Success

Dave KellerFounder and Chief Consulting Officer

New Haven Technologies, LLC

Agenda

• Introduction• YOUR Agenda• Why “Reporting”?• Formula for Success• Word from Our Sponsor• Q&A

Dave KellerIntroduction

• 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

YOUR Agenda

Why “Reporting”?Our Job as Leaders of MSPs

Our Job as Leaders of MSPsLogistics

Goal• Accurate Information• Timely Manner• Better Decisions• Influence the Future

• Working “on” the business• Not “in” the business• Driven by Information

Agenda

• Introduction• YOUR Agenda• Why “Reporting”?• Formula for Success• Word from Our Sponsor• Q&A

Formula for SuccessReporting

Reporting Tools+

Technical Expertise+

ConnectWise Expertise+

Business Acumen+

Guiding Principles

Reporting ToolsFour Categories

1. Built-In2. End-User3. Power-User4. Services & Outsourcing

Built-InReporting Tools

• ConnectWise reports

Always start here. If you’ve got it, use it!

End-UserReporting Tools

• Excel• Crystal Reports• ConnectWise Report Writer

Good for simple reports - or -

Sophisticated reports that do not change

Excel SettingsReporting 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

ConnectWise Report WriterReporting Tools





Power-UserReporting Tools

• Microsoft SQL Server Reporting Services– Free with SQL Server

• BrightGauge• ConnectSmart• CWDash• qvWise• QlikView

May requireConnectWise database

expertise as well as potentially

SQL expertise

Microsoft SQL Server Reporting Serviceshttp://Your_SQL_Server/Reports

Microsoft SQL Server Reporting ServicesSSRS Report Builder

Visual tool for report authoring.Limited debug/troubleshooting capability.

Microsoft SQL Server Reporting ServicesSSRS Report Builder > Query Builder

Microsoft SQL Server Reporting ServicesResources

Services & OutsourcingReporting Tools

• New Haven Technologies– Executive Briefing Service– RaaS (Reporting as a Service)

• Custom Report Consultants

Formula for Success

Reporting Tools+

Technical Expertise+

ConnectWise Expertise+

Business Acumen+

Guiding Principles

Technical ExpertiseSQL Books

Technical Expertisewww.W3Schools.com/SQL

Technical Expertisehttp://msdn.microsoft.com

ConnectWise ExpertiseFormula for Success

• 12,333 Fields• 857 Tables• Know ConnectWise• Know CW Database

ConnectWise ExpertiseQuery 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

Business AcumenFormula 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

Guiding PrinciplesFormula 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?

A Word from Our Sponsor

New Haven TechnologiesExecutive 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…

CxO X-Ray ReportEverything on One Screen


Overall Summary for

your entire MSP business


Summary of your Fully Managed contracts


Summary of Block Time contracts


Summary of T&M and Project work

(including Internal Projects)


Summary of Hardware and Software

Sales


What you have (or will) invoice this month…


Where you will finish THIS month…


What’s “Past Due” and needs to be collected?...


What has Sales promised to close this month?...


What is Engineering working on this month?...


Does Dispatch have work “teed up” for engineering?...

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

Before and AFTER you

pay your Engineers

How PROFITABLE is “Fully Managed”?CxO X-Ray Report

CxO X-Ray ReportDrill to Details and Verification

Drill-Down to more detail via the blue underlined hyperlinks….

Trust, but Verify



Companies that have been invoiced….



Invoices for THIS Company….




Invoices for THIS Company….

Hours spent on this FULLY MANAGED contract this month….



Detail entries for each day and time entry….


Broken out by day or by engineer….

Profitability by ClientStack Rank & Compare on Total Client Return

Profitability by ClientDrill and Focus for Verification

Profitability by Agreement plus more drill-down….

MRR Over TimeAnalyze MRR Trends by Client

Real-Time DashboardsInfluence Behavior throughout the day

Executive-Level Perspective:

Billboard Reports

• Morning Briefing• Quick check• Managers get THEIR copy• In your inbox (offline)

• Will you be profitable?

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?

Executive Briefing Service• $299/month• Month-to-month• Includes Custom ConnectWise Reporting• Free 2-week trial on your network

www.NewHavenTech/Trial

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.

Q&Awww.NewHavenTech.com/Trial

New Haven TechnologiesResources

• www.NewHavenTech.com• [email protected]

• www.YouTube.com/NewHavenTech• www.LinkedIn.com/NewHavenTech• www.FaceBook.com/NewHavenTech • www.SlideShare.net/NewHavenTech• www.ConnectWise.com/Marketplace• @NewHavenTech