ConnectWise Manage - IT Glue Export Report

Export ConnectWise Manage Configuration Questions & Answers for IT Glue Import

Log into ConnectWise Manage and navigate to System > Report Writer. Then, click on New > Report.

Manage__Report_Writer.png

Note: By default, Report Writer is enabled for only the Admin Security Role.

Instructions

  1. In the Data Sources tab, select the following checkboxes:
    • Distinct
    • v_rpt_Configuration


      itglue-export-report-cw-manage-02-data-sources-2.png

  2. 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-2.png

  3. In the Misc tab:
    • Enter a title (example: IT Glue Export Report)
    • Enter a description (example: Export ConnectWise Manage Configuration Questions & Answers for IT Glue Import)
    • Select the Limit Outputs to CSV checkbox


      itglue-export-report-cw-manage-04-misc-2.png

  4. 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-2.png

  5. 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-2.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-2-2.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 and only applies to how many results to display in your web browser.

    itglue-export-report-cw-manage-07-show-all-results-2.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-2.png

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


    itglue-export-report-cw-manage-11-save-as-csv-2.png

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