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

ConnectWise Report WriterReporting Tools

ConnectWise Report WriterReporting Tools

ConnectWise Report WriterReporting Tools

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

CxO X-Ray ReportEverything on One Screen

Overall Summary for

your entire MSP business

CxO X-Ray ReportEverything on One Screen

Summary of your Fully Managed contracts

CxO X-Ray ReportEverything on One Screen

Summary of Block Time contracts

CxO X-Ray ReportEverything on One Screen

Summary of T&M and Project work

(including Internal Projects)

CxO X-Ray ReportEverything on One Screen

Summary of Hardware and Software

Sales

CxO X-Ray ReportEverything on One Screen

What you have (or will) invoice this month…

CxO X-Ray ReportEverything on One Screen

Where you will finish THIS month…

CxO X-Ray ReportEverything on One Screen

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

CxO X-Ray ReportEverything on One Screen

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

CxO X-Ray ReportEverything on One Screen

What is Engineering working on this month?...

CxO X-Ray ReportEverything on One Screen

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

CxO X-Ray ReportDrill to Details and Verification

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

Companies that have been invoiced….

CxO X-Ray ReportDrill to Details and Verification

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

Invoices for THIS Company….

Companies that have been invoiced….

CxO X-Ray ReportDrill 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….

CxO X-Ray ReportDrill to Details and Verification

Detail entries for each day and time entry….

CxO X-Ray ReportDrill to Details and Verification

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• Support@NewHavenTech.com

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