ConnectWise Manage - IT Glue Export Report

Export ConnectWise Manage Configuration Questions & Answers for IT Glue Import

Note: By default, Report Writer is enabled for only the Admin Security Role
 
 
1. Sign in to ConnectWise Manage and navigate to System > Report Writer
 
itglue-export-report-cw-manage-00-login.png
 
 
 

2. Go to + New > Report
 
itglue-export-report-cw-manage-01-new-report.png

 
3. In the Data Sources tab:
  • Check Distinct
  • Check v_rpt_Configuration

itglue-export-report-cw-manage-02-data-sources.png

 

4. In the Fields tab:
  • Add fields to match screenshot below
  • Check Sort for Company Rec ID
  • Check Sort for Config Rec ID
  • Use Function drop-down to specify Group (every field will change to this at the same time)

itglue-export-report-cw-manage-03-fields.png

 

5. In the Misc tab:
  • Enter Title: IT Glue Export Report
  • Enter Description: Export ConnectWise Manage Configuration Questions & Answers for IT Glue Import
  • Check Limit Outputs to CSV

itglue-export-report-cw-manage-04-misc.png

 

6. In the Filters tab:
  • Add fields to match screenshot below
    • Set Operator to Equals (Select) for:
      • Company_Name (Leaving out this will run the report against ALL companies)
      • Config_Type
      • ConfigStatus
    • Set Operator to Isn't Blank for:
      • Question
  • Check Show Filters in Report Description

itglue-export-report-cw-manage-06-filters.png

 

7. Save the Report to be used for later.
    (You may want to add a new Category and call it IT Glue Export for clarity)
 
 itglue-export-report-cw-manage-07-save-report.png
 
 
 
 

Working with the Report and Exporting data to CSV

1.  This is what the report should look like if you've followed each step above correctly.

itglue-export-report-cw-manage-08-filter-results.png

 

2.  To view more data in your web browser before exporting, you can use the Results
      per page
 drop-down.

  • This does not affect what data gets exported to CSV, this only applies to how many results to display in your web browser.

itglue-export-report-cw-manage-07-show-all-results.png

3. Use the filter drop-downs to specify the CompanyConfiguration Type, and 
    Configuration Status (if applicable).

  • Any configuration that doesn't have any Answers will be omitted from this report.

itglue-export-report-cw-manage-06-default-view.png

4. Use the Export to Excel drop-down then select CSV

itglue-export-report-cw-manage-11-save-as-csv.png

5. Using Excel, open the CSV you've just created and use Power Query to restructure the data
    into a format that's ready to import into IT Glue.

 

 
 
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