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.

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

25. Technical Expertise
SQL Books

26. Technical Expertise
www.W3Schools.com/SQL

27. Technical Expertise
http://msdn.microsoft.com

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.

62. www.NewHavenTech.com/Trial

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