Common Data Source Choices in ConnectWise Report Writer

Prefer the v_rpt views over raw tables wherever they exist — ConnectWise commits to keeping these views stable across releases, whereas table structures can change.

Companies

Views

Tables

v_rpt_Company v_rpt_Contacts v_rpt_CompanyAddress v_rpt_Configs v_rpt_Configuration

Company — Primary table for company data. Company_RecID is the primary key; join it to service tickets, contacts, projects, invoices, and more. Company_Status — Status field on the Company screen. Join to Company using Company_Status_RecID. Company_Type — Type field on the Company screen. Join to Company using Company_Type_RecID. Contact — Primary table for contact data. Join to Company using Contact_RecID. Contact_Type — Type field on the Contact screen. Join to Contact using Contact_Type_RecID. Company_Address — Primary table for company addresses. Company_Address_RecID is the primary key; join it to opportunities, orders, and service tickets. Company_Team — Primary table for company team records. Join using Company_Address_RecID.

Sales

Views	Tables
v_rpt_opportunity v_rpt_Activity v_rpt_Sales_Team	SO_Opportunity — Primary table for opportunities. Opportunity_RecID is the primary key; join it to activities, service tickets, and time entries. SO_Activity — Primary table for activities. SO_Activity_RecID is the primary key; join it to members, time entries, and reminders.

Marketing

Views	Tables
v_rpt_MarketingCampaign	Marketing_Campaign — Primary table for marketing campaign data. Marketing_Campaign_RecID is the primary key; join it to activities and opportunities.

Procurement

Views	Tables
v_rpt_Product v_rpt_ProductDetail v_rpt_SalesOrder v_rpt_PurchaseOrder	IV_Product — Primary table for product data. IV_Product_RecID is the primary key; join it to product records, GL entries, and shipment information.

Project

Views	Tables
v_rpt_Project	PM_Project — Primary table for project data. PM_Project_RecID is the primary key; join it to time entries, phases, and opportunities. PM_Phase — Project phases. Join to PM_Project using PM_Project_RecID. PM_Contact — Project contacts. Join to PM_Project using PM_Project_RecID.

Service Desk

Views	Tables
v_rpt_Service v_rpt_Service_Summary	SR_Service — Primary table for ticket data. TicketNbr is the primary key; join it to opportunities, activities, configurations, and time entries.

Time & Expense

Views	Tables
v_rpt_time	Time_Entry — Primary table for time records. Time_RecID is the primary key.

Finance

Views	Tables
v_rpt_Invoices v_rpt_Expense v_rpt_AgreementList v_rpt_AgreementAdditions	Billing_Log — Primary table for invoicing. Billing_Log_RecID is the primary key.

System

Views	Tables
v_rpt_member v_rpt_OwnerLevel	Member — Primary table for member (technician/user) data. Member_RecID is the primary key; join it to company teams, schedules, time entries, and commissions.

Custom Fields

Views	Tables
v_tablename_Custom_Fields	Custom_Fields — Each record type (companies, tickets, opportunities) has its own custom field view named v_tablename_Custom_Fields. Replace tablename with the actual table name — for example, v_Company_Custom_Fields for company custom fields. Each view includes the RecID column for that record type (e.g. Company_RecID), which you can join to any table or view that shares that column.