for ConnectWise

Favorite Reports

Some of our favorite reports


Engineering and Operations Management


  • Project Workplan Recap (Customer Facing) – Show the customer EXACTLY where you are in their project, what you have done, and when it should be completed (and at what estimated cost).
  • Project Resource Planning – Which projects have ‘fallen through the cracks’ and are not getting any attention?  Which projects are your project engineers spending time on?
  • Project Hours and Revenue Chart – For all your current projects, see how your current progress (hours and dollars) compare to what you ‘expected’, including if you are ‘going over’ the number of hours.


Still hungry to see MORE reports? Here’s our REPORT CATALOG...