Free ConnectWise Custom Reports
Included with your monthly subscription at no extra charge
Do you need a report from ConnectWise that is NOT included in their standard reports? Fill out the form below with what you are looking for, and we’ll create a prototype of that report for you. That report will be included in your Executive Briefing Service console during your two-week trial of the service, so you can see YOUR data formatted in the way YOU want it. And after the trial, if you choose to sign up for the service, we’ll include your custom report for you at NO additional charge (AND, you can request AS MANY custom reports to be included as you like!)
The Executive Briefing Service provides access to your ConnectWise data for an unlimited number of users for a total monthly subscription fee of $299 per month for your entire organization. EBS provides the INFORMATION to you, so you don’t have to learn SQL or the ConnectWise database or programming. Your custom report will be delivered to you in your EBS console such that you can manipulate the data (sort, filter, group, define new fields on the fly) and export it to tools like Excel via a single click.
Tell us the details of what you are looking for, and we’ll build it for you and include it in your free two-week trial of EBS at no charge, and when you subscribe to EBS for $299 per month, your custom report will be available to you at NO additional charge. EBS subscriptions are month-to-month, so there’s no long-term commitment on your part.
Here’s some examples of work we’ve already done:
Quick snapshot about this client
right from your SmartPhone.
Stack-rank your clients based on how PROFITABLE they are
based on 3rd party costs AND the cost of your engineers time servicing that client.
See if you are at risk because you are too reliant on any given client
based on revenue, profits, or hours dedicated to that client.
Turn entering your time into a contest with a dashboard posted in your engineering are.
You THINK your service is good. Is it?