Add a Report Writer Report to All Reports in ConnectWise

After a member is granted security access to Report Writer, any report you register in the Custom Reports setup table becomes available under System > All Reports. Without that security access, the member won’t see the report even after you’ve registered it.

Register the report

1. Go to System > Report Writer and open the report you want to add.
2. Select Send report. An Outlook window opens with the report URL in the message body.
3. Copy the report URL, then close the Outlook window.
4. Go to System > Setup Tables > Custom Reports.
5. Select + Add Custom Report.
6. In the Report Name field, enter a name for the report.
7. In the Link to Report field, paste the URL you copied in step 3.
8. In the Module drop-down, select the module most closely related to this report.
9. In the Description field, enter a brief description.
10. Select Save.

The report is now listed under System > All Reports.

Note: Members won’t see the report in All Reports unless they have security access to Report Writer. Grant access in System > Members > [Member] > Security before directing anyone to the report.