Reports

Gain greater insight into operational performance with ConnectWise Reporting. Choose from five standard reports or customize one to fit the specific needs of your business. Detailed, accurate, activity-based feedback enables you to better run your business and improve profitability. Reports include...

Employee Chargeability/Utilization
Allows you to view each employee’s utilization and client billable hours against their individual goals.

Report List Screenshot
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Sales Activity Points
Provides detailed information into how and where your salespeople spend their time –better enabling you to coach them to success.

Forecast-to-Actual
Gives you a snapshot view to easily assess whether or not you’re hitting team and company billable goals. A great report to post by the water cooler to create healthy competition. 

Employee Base Compensation
Enables organizations to assess their return on their biggest investment, review effectiveness of pay plans, and reward top performers.

Service Level Agreement (SLA)
Ensures you’re delivering the performance you’ve promised your clients.

Reports Feature List

  • Standard reports supplied with the application
  • Roles-based security down to the individual report level
  • Custom report integration
  • Documented database views
  • Partners available to write custom reports

See the other Analyze & Report modules