for ConnectWise

Report Library

What’s in the reports and what does it mean?
Report Library and Definitions

Each of the Billboard and XRay reports is actually made up of many report sub-components. Here’s the list of all the report components with links to detail descriptions

Billboard Reports – Daily

Contribution Margin and Projected Close
Engineer Hrs Reported, Billable % and Scheduled
Top 10 Unbilled Clients
Fully Managed Attention Meter
This Month’s Sales Opportunities
Past Due Top 5 by Company
Past Due by Company – Invoice Level
Open Invoices – Company Level
Open Invoices – Invoice Level

XRay Reports – DailyComplete Report

Anticipated (Projected) Month-End Close – Rev, CM, EHR, Mgd, T&M
Close as of Today
Invoiced
Open Invoices
Unbilled or Prepaid Time
Past Due
This Month’s Sales Opportunities
Engineering Time
Scheduled Svc Hours

Planning and Analysis > Clients

Profitability by Client


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