Miscellaneous Report Writer Settings

The Misc tab is where you set a report’s title, description, header, footer, sharing controls, scheduling, and drill-down configuration.

Field descriptions

Field	What it does
Report Header Image Justification	Positions the report header image: left, center, or right.
Title	The report’s display title.
Description	A text description of the report. Supports data field placeholders for filtered reports — see Add a data field description below.
Report Header	Sets content that appears once at the top of the report. Accepts HTML.
Page Header	Sets content that repeats at the top of each printed page.
Footer	Sets content that appears at the bottom of the report. Accepts HTML.
Owner	The report’s owner.
Drill-Down Key	Designates this report as a subreport and sets the key used to link it to a main report.
Ignore first key	When selected, the subreport receives only the second key value. Use this when you want the subreport to show all records matching a broader criterion (e.g., all records for a Location, ignoring the Group). Also enables passing a proxy value.
Schedule	The date and time the report first runs.
Repeat Type	How often the report reruns after the scheduled date.
Send Email As	The file format for scheduled email delivery: PDF, Word, Excel, HTML, Link, Embedded, RTF, or CSV. The sender address comes from the default address on the My Company screen.
Recipients	Email addresses to receive the scheduled report. Separate multiple addresses with commas.

Note: Report Header, Page Header, and Footer fields accept HTML. To embed a logo, use an <img> tag pointing to a publicly accessible image URL — for example: <img src="https://www.mycompany.com/logo.jpg" alt="My Company">.

Note: When Repeat Type is set to Alert Hourly or Alert Daily, ConnectWise only sends the email if the report returns at least one record. Use these types to build threshold-style alerts.

Include subreport data in a main report

Use a drill-down key to pull subreport data into a main report. Any filters on the subreport also apply to the main report.

1. Open the subreport in Report Writer.
2. In the Misc tab, select one or two drill-down keys.
3. Select Save.
4. Open or create the main report. In the Fields or Summary tab, select the fields that correspond to the drill-down key fields on the subreport. You can hide the second key field — its value is still passed.
5. Select Advanced Field Settings for each field you designated as a drill-down key.
6. Select OK.

Add a data field description

Use a data field placeholder in the Description box to display the current filter value in the report output. This is useful when you run the same report filtered by different values and need the output to identify which filter was applied.

1. In the Misc tab, enter the field placeholder in the Description box — for example, [Company_name].
2. Go to the Filters tab. Add a filter on company_name.
3. In Value(s), select the company to filter by.
4. Run the report. The resolved field value prints above the report output.