Insights for Technology Solution Providers | Visionary 360 Blog

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Day: March 1, 2021

Schedule Reports | ConnectWise Manage

Team lead reviewing time entries, without access? Service Manager or Dispatch reviewing ticket load without logging into Manage? These and many others can be accomplished by using the Scheduled Report function within Manage. First:  Pick a report.  Within Manage, navigate to System > All Reports > Reports List.    See the Report Dependency Matrix located in the ConnectWise University for detailed list of all available reports built into the system. Second:  Click Add to My

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