1. Total open tickets yesterday on monitoring boards

2. Total closed tickets yesterday on monitoring boards

3. Total open tickets yesterday on regular service boards

4. Total closed tickets yesterday on regular service boards

5. Open tickets with no scheduled resource


SQL Data Source:
Use v_rpt_Service as SQL Data Source for above reports

Use following Fields to display the information you need in your report:

Review Finance recap tab to monitor hours by member per Company. Review

If you have specific instructions that you want your service team should follow for a client every time a ticket is opened, you can use ConnectWise Pop Up notifications.

Select the Custom Note check box from ConnectWise Company Status Setup Table. 

Go to the company in ConnectWise and Switch to the company finance screen. New status can apply to this company. Enter the notes you want to display about the company. This can be changed at any time.