Connectwise business report card

The Resource Selection page appears.

Connectwise dashboards

But more important of all, they must have access to their database, which is only currently available for on-premises partners. Following is a re-cap. The following fields are available: Description Enter a name for the link. The Resource Selection page appears. The company improved its overall score from From the Time Zone drop-down list, select the time zone for the reports. If you leave this check box blank, the link will open in the ConnectWise Today screen. Select The Server Management pages appears. Tip: ConnectWise has published report definitions for all of the built-in reports. Click Import. Add a module -Right click on a blank space and click Add Module and select the module you want to add. Show My Links Select this check box to display your links. The Report Select page appears.

For more information, see Fireware Help. One of the common things I hear about the built-in reports is a lack of confidence in the information displayed.

Connectwise business report card

My Links Caption Enter a caption for your links. Show My Links Select this check box to display your links. To unlock the configuration so you can make changes, click. Changes to the colors will only impact the ConnectWise Today page. In the Schedule Name text box, type a descriptive name for this report schedule. The New Company dialog box appears. New Window Select this check box to open the link in a new window. Customize the CW Today Screen An image of the current ConnectWise Today screen is available for you to perform the following customizations: Remove default modules -Right click on the module you want to remove and select Delete. Select the Enable Centralized Management check box. The following fields are available: Description Enter a name for the link. This sort order will determine where the My Links module is displayed in reference to the other links modules that are configured by your company. Following is a re-cap. Click Next. In my experience the challenge is due to a variety of reasons: the complexity of the information stored within the system, lack of end-user accessible reporting tools that allow partners to work directly with their data and the unique ways partners implement and use the system leading to unique requirements when it comes to reporting.

This sort order will determine where the My Links module is displayed in reference to the other links modules that are configured by your company. Warning: Please note that there is no security tied to the Dashboard Tab.

Click Finish.

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Select Devices. One of the common things I hear about the built-in reports is a lack of confidence in the information displayed. LinkedIn0 Reporting on the information stored within ConnectWise is a challenge for most partners — I hear the frustration nearly on a daily basis. From the Report types drop-down list, select ConnectWise Reports. O ptions Tab This tab enables you to customize colors and My Links. Move modules -Click on a module and drag and drop it to a space, or use the arrow keys. To create your own links navigate to the My Links Tab. Font Color Use the color picker to select a font color. Note: You will want to complete these steps for any of the ConnectWise Today Widgets that you do not see on your Today Page when logging in. New Window Select this check box to open the link in a new window. The Devices page appears with the List tab selected.

From the Report Template drop-down list, select the template to use for the reports. Be aware of any sensitive information that you might be displaying. Select the Send reports to ConnectWise check box.

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Note: You will want to complete these steps for any of the ConnectWise Today Widgets that you do not see on your Today Page when logging in. In the Send Report Email dialog, enter your email address. In the Description Optional text box, type a description to help you identify this schedule.

The results also provide the IT vendor community with valuable feedback—directly from their solution providers—that can be used to hone product offerings and improve communication with partners.

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The Managed Device page appears. The following fields are available: Description Enter a name for the link.

Connectwise blue schedule record

Heading Font Color Use the color picker to select a font color for the heading. O ptions Tab This tab enables you to customize colors and My Links. The Select provisioning method page appears. You can also add device groups, or FireClusters to a report schedule. The Annual Report Card summarizes results from a comprehensive study that details solution provider satisfaction with hardware, services and software vendors. Customize the CW Today Screen An image of the current ConnectWise Today screen is available for you to perform the following customizations: Remove default modules -Right click on the module you want to remove and select Delete. If the add module option is grayed out, then all modules have been added. Show My Links must be selected for this field to be enabled. From the Add drop-down list, select Schedule Reports. To create your own links navigate to the My Links Tab. One of the common things I hear about the built-in reports is a lack of confidence in the information displayed.
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