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ConnectWise Manage - IT Glue Export Report

Export ConnectWise Manage configuration questions & answers for IT Glue import

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


    Manage__Report_Writer.png

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

Configuring the export

  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 as shown in the screenshot below.
    • Check Sort for Company Rec ID.
    • Check Sort for Config Rec ID.
    • Use the 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 (e.g. IT Glue Export Report).
    • Enter a description (e.g. 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 as shown in the 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. Ensure that this is what the report looks like.


    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 does not have an answer will be omitted from the report.


    itglue-export-report-cw-manage-06-default-view-2.png

  4. Click the Export to Excel drop-down and select CSV.


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

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

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