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ConnectWise Reporting Tools Overview

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ConnectWise Reporting Tools Overview

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Slides from a recent presentation at the Chicago ConnectWise User Group which discussed ConnectWise reporting tools options, including ConnectWise Report Writer, Excel, tools like BrightGauge and CW Dash, as well as the Executive Briefing Service.

Slides from a recent presentation at the Chicago ConnectWise User Group which discussed ConnectWise reporting tools options, including ConnectWise Report Writer, Excel, tools like BrightGauge and CW Dash, as well as the Executive Briefing Service.

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ConnectWise Reporting Tools Overview

  1. 1. Reporting 301: Formula for Success Dave Keller Founder and Chief Consulting Officer New Haven Technologies, LLC
  2. 2. Agenda • Introduction • YOUR Agenda • Why “Reporting”? • Formula for Success • Word from Our Sponsor • Q&A
  3. 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. 4. YOUR Agenda
  5. 5. Why “Reporting”? Our Job as Leaders of MSPs
  6. 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. 7. Agenda • Introduction • YOUR Agenda • Why “Reporting”? •  Formula for Success • Word from Our Sponsor • Q&A
  8. 8. Formula for Success Reporting Reporting Tools + Technical Expertise + ConnectWise Expertise + Business Acumen + Guiding Principles
  9. 9. Reporting Tools Four Categories 1. Built-In 2. End-User 3. Power-User 4. Services & Outsourcing
  10. 10. Built-In Reporting Tools • ConnectWise reports Always start here. If you’ve got it, use it!
  11. 11. End-User Reporting Tools • Excel • Crystal Reports • ConnectWise Report Writer Good for simple reports - or - Sophisticated reports that do not change
  12. 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. 13. ConnectWise Report Writer Reporting Tools
  14. 14. ConnectWise Report Writer Reporting Tools
  15. 15. ConnectWise Report Writer Reporting Tools
  16. 16. ConnectWise Report Writer Reporting Tools
  17. 17. ConnectWise Report Writer Reporting Tools
  18. 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. 19. Microsoft SQL Server Reporting Services http://Your_SQL_Server/Reports
  20. 20. Microsoft SQL Server Reporting Services SSRS Report Builder Visual tool for report authoring. Limited debug/troubleshooting capability.
  21. 21. Microsoft SQL Server Reporting Services SSRS Report Builder > Query Builder
  22. 22. Microsoft SQL Server Reporting Services Resources
  23. 23. Services & Outsourcing Reporting Tools • New Haven Technologies – Executive Briefing Service – RaaS (Reporting as a Service) • Custom Report Consultants
  24. 24. Formula for Success Reporting Tools +  Technical Expertise + ConnectWise Expertise + Business Acumen + Guiding Principles
  25. 25. Technical Expertise SQL Books
  26. 26. Technical Expertise www.W3Schools.com/SQL
  27. 27. Technical Expertise http://msdn.microsoft.com
  28. 28. ConnectWise Expertise Formula for Success • 12,333 Fields • 857 Tables • Know ConnectWise • Know CW Database
  29. 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. 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. 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. 32. A Word from Our Sponsor
  33. 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. 34. CxO X-Ray Report Everything on One Screen
  35. 35. CxO X-Ray Report Everything on One Screen Overall Summary for your entire MSP business
  36. 36. CxO X-Ray Report Everything on One Screen Summary of your Fully Managed contracts
  37. 37. CxO X-Ray Report Everything on One Screen Summary of Block Time contracts
  38. 38. CxO X-Ray Report Everything on One Screen Summary of T&M and Project work (including Internal Projects)
  39. 39. CxO X-Ray Report Everything on One Screen Summary of Hardware and Software Sales
  40. 40. CxO X-Ray Report Everything on One Screen What you have (or will) invoice this month…
  41. 41. CxO X-Ray Report Everything on One Screen Where you will finish THIS month…
  42. 42. CxO X-Ray Report Everything on One Screen What’s “Past Due” and needs to be collected?...
  43. 43. CxO X-Ray Report Everything on One Screen What has Sales promised to close this month?...
  44. 44. CxO X-Ray Report Everything on One Screen What is Engineering working on this month?...
  45. 45. CxO X-Ray Report Everything on One Screen Does Dispatch have work “teed up” for engineering?...
  46. 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. 47. How PROFITABLE is “Fully Managed”?CxO X-Ray Report
  48. 48. CxO X-Ray Report Drill to Details and Verification Drill-Down to more detail via the blue underlined hyperlinks…. Trust, but Verify
  49. 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. 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. 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. 52. CxO X-Ray Report Drill to Details and Verification Detail entries for each day and time entry….
  53. 53. CxO X-Ray Report Drill to Details and Verification Broken out by day or by engineer….
  54. 54. Profitability by Client Stack Rank & Compare on Total Client Return
  55. 55. Profitability by Client Drill and Focus for Verification Profitability by Agreement plus more drill-down….
  56. 56. MRR Over Time Analyze MRR Trends by Client
  57. 57. Real-Time Dashboards Influence Behavior throughout the day
  58. 58. Executive-Level Perspective: Billboard Reports • Morning Briefing • Quick check • Managers get THEIR copy • In your inbox (offline) • Will you be profitable?
  59. 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. 60. Executive Briefing Service • $299/month • Month-to-month • Includes Custom ConnectWise Reporting • Free 2-week trial on your network www.NewHavenTech/Trial
  61. 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.
  62. 62. www.NewHavenTech.com/Trial
  63. 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

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