Build a Customer Purchase Order Report From Scratch in ConnectWise!

Learn how to create a comprehensive report that links customer names to purchase orders in ConnectWise. If you need to pull a report with the Customer Name, name of the Project, Service Ticket or Sales Order and the Purchase Order number, you're in the right place. 00:00 Introduction to Creating a Customer Report 00:36 Setting Up the Data Source 01:17 Linking Purchase Orders 02:20 Selecting and Filtering Fields 02:56 Final Output and Additional Tips 03:37 Conclusion and Q&A #connectwise #connectwisemanage #connectwisepsa