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We are trying to get started with ConnectWise integration. We have a solution running which which uses ConnectWise Automate currently in read-only mode using the REST APIs. We now want to call services to start to update the database and exploit other integration points by accessing the various plugins such as the Connect function in Control. Unfortunately we are finding both the developer and the invent pages of the website somewhat opaque. Can anyone point me at a baby steps document that can take us through in bite size chunks the activity to start to exploit what is clearly a rich environment.
Hello- I was wondering if anyone knew how to edit the Executive Summary Report to break it down by client locations instead of having it combined into one? I am new at and not very good at report editing so I am sure there is a way, I just haven't been able to figure it out yet. Thanks in advance!
Hi Guys, I have been using Automate for the last 6 months and so far I have managed to improve my Knowledge and usage of the system. We recently got Report Center installed and I have been working on what I thought to be a simple solution to the Monitor - Agents no checkin for last 30days. Objective: Create an automated report that queries the Computer data and returns data (Agents no checkin for last 30days) I have configured my data source to use the following; Computer table, I can pull information from all clients but cannot restrict this information to only return devices that have not checked in online using the field () I have also tried the following but it has failed to return the required results. I changed the expression for the field ComputerDateLastContact I have added the following ComputerName as a calculated field and set the expression to below; But still no results. To my surprise there is no clear location to restrict this info using SQL codes such as (', Format(AddDays(Now(),-30), 'MMMM d - '), Format(Now(), 'MMMM d, yyyy)')). I also tried to add this to the Where SQL statement in the Query Editor; Please I need help, I have been in touch with ConnectWise support and their response was not great - they only assist with default reports not custom reports. I believe in normal SQL application this would be as easy as - SELECT Computers FROM computers, location, client LEFT JOIN by client WHERE computer.ComputerDateLastContact > 30days I am looking to restrict the data pulled from the database, which I believe is similar to the filter screen on connectwise Report list, see below. However no one in connectwise support is trained extensively to advise. I feel this is a simple filter that can be applied to the report. Any directions or help would be great
JTread posted a topic in General DiscussionsI've been assigned the task of being able to track our billable time for clients we have automated tasks scheduled for. So we can send a monthly report to them so they can see what they are paying for. So for example Patching runs on Sundays on servers. Can a ticket open at 3:00 am be assigned to a default Tech (same for all clients) and then close at 4:15 am. That way a report will show this time for each client monthly? Then other tasks can be added to this, like Server disk cleanup etc.. thanks for your input.. Also I have an open ticket with LT but have not heard back from support on this yet.