ConnectWise Report Writer Examples

Report Writer ships with a set of pre-built example reports organized by category. Each report demonstrates specific features — calculated columns, visual grouping, charts, filters, drill-downs, and more. Use them as working references or starting points for your own reports.

Modify an example report

Note: If your security role does not include Report Writer access, contact your ConnectWise administrator.

1. Go to System > Report Writer.
2. In the Categories pane, select Standard Reports. This is where all example reports live. Your own saved reports and dashboards also appear in this pane.
3. Select the report you want to examine.
4. Select Save As to create a copy before making changes. This preserves the original.
5. Make your edits, then select Update Results to preview the output.
6. Select Save.

Example reports by category

Companies

Report	Features demonstrated
Agreement List with Summaries	Visual grouping; pie and bar charts (line value showing two metrics); subtotal sums; checkbox and hidden filters; field-value visual group style
Company Team	Visual grouping; calculated columns using field concatenation ([First_Name]+' '+[Last_Name]) and a CASE statement to distinguish contacts from members
Contacts Without Portal Access	Calculated column with CASE WHEN on a flag field; checkbox filters

Finance

Report	Features demonstrated
Invoice Summary by Company	Visual grouping; calculated column for outstanding balance (SUM([Invoice_Amount]) - SUM([Paid_Amount]))
Invoice Trending	Pivot table; chart with year separator and scaling; column size defaults

Marketing

Report	Features demonstrated
Campaign Profits	Visual grouping; calculated profit column (SUM([won_revenue]) - SUM([Actual_cost])); bar and pie charts using calculated columns; subtotals; checkbox and hidden filters
Campaign Revenue	Group and sum functions; bar chart with a line value showing two metrics; hidden filters
Campaign Status	Count and group functions; horizontal bar chart; analysis grid visual group style
Campaigns	Column grouping; group and sum; calculated win percentage using CONVERT(DECIMAL) and CASE WHEN
Closed Campaigns	Column grouping; group and sum; calculated win percentage
Open Campaign Revenue	Subtotals; hidden filters
Open Campaigns	Column grouping; group and sum; calculated win percentage; pie chart (combine bottom 10%) and bar chart with line value; hidden filters

Procurement

Report	Features demonstrated
Picked or Shipped and Not Invoiced	Visual grouping (multi-level); group and sum; calculated columns for cost at each fulfillment stage ([Quantity] * [Unit_Cost], etc.) and serialized flag; column size defaults; checkbox and hidden filters

Project

Report	Features demonstrated
Projects Summary	Visual grouping with field-value style; calculated columns for budget vs. actual hours; horizontal bar and pie charts with scaling; equals (select) filter

Sales

Report	Features demonstrated
Opportunities by Type and Stage	Drill-down parent (opens Opportunity by Sales Rep DrillDown as a pop-up); pivot table; funnel chart with scaling; landscape printing; boolean and greater-than filters
Opportunity by Sales Rep DrillDown	Drill-down child with a matching key field; URL links that open ConnectWise company and opportunity records directly; drill-down filter

Service Desk

Report	Features demonstrated
Closed Ticket Metrics Last 7 Days	Group and average functions; bar and pie charts; time-period filter

System

Report	Features demonstrated
Member List by Role	Group and count; visual grouping; URL link that opens a mailto: address; landscape printing

Time and Expense

Report	Features demonstrated
Member Minimum Time Compliance	Visual grouping; group and sum; URL link for email address; calculated shortfall column ([Hours_Min] - SUM([Hours_Actual]))