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ConnectWise Manage - IT Glue Export Report - Connect IT Community | Kaseya
<main> <article class="userContent"> <h3 data-id="export-connectwise-manage-configuration-questions-answers-for-it-glue-import">Export ConnectWise Manage configuration questions & answers for IT Glue import</h3> <ol><li>Log in to ConnectWise Manage and navigate to <strong>System > Report Writer</strong>.</li> <li>Then, click on <strong>New > Report</strong>. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/P87UR43PQOZO/manage-report-writer.png" alt="Manage__Report_Writer.png" width="386" height="574" class="embedImage-img importedEmbed-img"></img></p> </li> </ol><div> <strong>Note:</strong> By default, Report Writer is enabled for only the Admin Security Role.</div> <h3 data-id="configuring-the-export">Configuring the export</h3> <ol><li>In the <strong>Data Sources</strong> tab, select the following checkboxes: <ul><li>Distinct</li> <li>v_rpt_Configuration <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/9UCYAYGADYJ0/itglue-export-report-cw-manage-02-data-sources-2.png" alt="itglue-export-report-cw-manage-02-data-sources-2.png" class="embedImage-img importedEmbed-img"></img></p> </li> </ul></li> <li>In the <strong>Fields</strong> tab: <ul><li>Add fields as shown in the screenshot below.</li> <li>Check <strong>Sort</strong> for <strong>Company Rec ID</strong>.</li> <li>Check <strong>Sort</strong> for <strong>Config Rec ID</strong>.</li> <li>Use the <strong>Function</strong> drop-down to specify <strong>Group</strong> (every field will change to this at the same time). <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/CUUP35YMDSF4/itglue-export-report-cw-manage-03-fields-2.png" alt="itglue-export-report-cw-manage-03-fields-2.png" class="embedImage-img importedEmbed-img"></img></p> </li> </ul></li> <li>In the <strong>Misc </strong>tab: <ul><li>Enter a title <em>(e.g. IT Glue Export Report).</em> </li> <li>Enter a description <em>(e.g. Export ConnectWise Manage Configuration Questions & Answers for IT Glue Import).</em> </li> <li>Select the <strong>Limit Outputs to CSV </strong>checkbox. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/RUJQ91JTG3US/itglue-export-report-cw-manage-04-misc-2.png" alt="itglue-export-report-cw-manage-04-misc-2.png" class="embedImage-img importedEmbed-img"></img></p> </li> </ul></li> <li>In the <strong>Filters</strong> tab: <ul><li>Add fields as shown in the screenshot below. <ul><li>Set <strong>Operator</strong> to <strong>Equals (Select)</strong> for: <ul><li>Company_Name (leaving out this will run the report against ALL companies)</li> <li>Config_Type</li> <li>ConfigStatus</li> </ul></li> <li>Set <strong>Operator</strong> to <strong>Isn't Blank</strong> for: <ul><li>Question</li> </ul></li> </ul></li> <li>Check <strong>Show Filters in Report Description</strong>. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/0X4W3A7ULW27/itglue-export-report-cw-manage-06-filters-2.png" alt="itglue-export-report-cw-manage-06-filters-2.png" class="embedImage-img importedEmbed-img"></img></p> </li> </ul></li> <li>Save the report to be used for later. You may want to add a new category and call it <em>IT Glue Export</em> for clarity. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/ST1H12MQHPVK/itglue-export-report-cw-manage-07-save-report-2.png" alt="itglue-export-report-cw-manage-07-save-report-2.png" class="embedImage-img importedEmbed-img"></img></p> </li> </ol><h3 data-id="working-with-the-report-and-exporting-data-to-csv">Working with the Report and Exporting data to CSV</h3> <ol><li>Ensure that this is what the report looks like. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/GYCQTUF17ND0/itglue-export-report-cw-manage-08-filter-results-2-2.png" alt="itglue-export-report-cw-manage-08-filter-results-2-2.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>To view more data in your web browser before exporting, you can use the <strong>Results per page</strong> 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. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/0IPLJVLL944A/itglue-export-report-cw-manage-07-show-all-results-2.png" alt="itglue-export-report-cw-manage-07-show-all-results-2.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>Use the filter drop-downs to specify the <strong>Company</strong>, <strong>Configuration Type</strong>, and<br><strong>Configuration Status</strong> (if applicable). Any configuration that does not have an answer will be omitted from the report. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/MJUG6RKAVYE4/itglue-export-report-cw-manage-06-default-view-2.png" alt="itglue-export-report-cw-manage-06-default-view-2.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>Click the <strong>Export to Excel</strong> drop-down and select <strong>CSV.</strong> <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/2GRGDENKUTR6/itglue-export-report-cw-manage-11-save-as-csv-2.png" alt="itglue-export-report-cw-manage-11-save-as-csv-2.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>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.</li> </ol> </article> </main>