news/calendar


10

JAN 2017

Announcement: CFAR now works with Continuum

Starting in January, Continuum users will be able to use CFAR to create reports from their API data. The new version comes with almost 60 pre-built reports and dashboards,  Or choose to create your own reports from any Connectwise view or table.

Contact us for details on this exciting new development.


20

MAR 2015

Announcement: CFAR now works with Cloud Version of Connectwise

Users of Connectwise in the Cloud can now use CFAR to meet all their reporting needs. CFAR for Connectwise comes with over 125 pre-built reports and dashboards,  Or choose to create your own reports from any Connectwise view or table.

Contact us for details on this exciting new development.


19

MAR 2015

CFAR Seminar
Topic: Automating CFAR reports - Part 1 (repeat)

Problem: Ever wish there was a way you could package up a set of reports for a client, create a single PDF, then attach the PDF to an e-mail with a custom message and send it to the client? Going one step further, how about scheduling that e-mail so it is generated automatically each month.

There are several ways to automate CFAR reports. The technique we will demonstrate in this seminar is called "Automating Reports in CFAR using multiple XML Jobs". This technique is beyond the basics and is very flexible, but there are still other ways to automate reports that are even more powerful.  These other techniques will be covered in a future seminar.

More Information

5

FEB 2015

CFAR Seminar
Topic: Automating CFAR reports - Part 1

Problem: Ever wish there was a way you could package up a set of reports for a client, create a single PDF, then attach the PDF to an e-mail with a custom message and send it to the client? Going one step further, how about scheduling that e-mail so it is generated automatically each month.

There are several ways to automate CFAR reports. The technique we will demonstrate in this seminar is called "Automating Reports in CFAR using multiple XML Jobs". This technique is beyond the basics and is very flexible, but there are still other ways to automate reports that are even more powerful.  These other techniques will be covered in a future seminar.

More Information

8

JAN 2015

CFAR Seminar

Topic: Making LabTech and Connectwise reports easier with grouping formulas

Problem: Ever wish there was a field you could just pick that summarized a group of records in another table and magically put that result in the table with which you are currently working? Without having to write a lot of custom SQL code? Without having to pull your hair out (if there is any left)?

For example, wouldn't it be nice if the LabTech Computers Table had some additional fields you could select that gave you CPU utilization rates for the last seven days,  and the last 24 hours?

Now with Grouping Formulas - a major new feature in Release 5 of CFAR - you have a tool which allows you to easily create new "summary" fields.  This seminar will examine the parts of a grouping formula, and how you can immediately begin to use these formulas in your daily work. Mastering this feature will save you hours in development time - and open up new reporting possibilities both in content and format.

More Information

18

DEC 2014

CFAR Seminar
Topic: Use CFAR and Office Automation to create custom Excel worksheets from LabTech and Connectwise data

Problem: As users of CFAR already know, its easy to send the output of a report to an Excel file. In addition, CFAR even provides you with a choice of two formats for the resulting worksheet (Data Only or Report Layout).

However, there are times when you want finer control over Excel. For example, you may have some existing worksheets that the CFO has built that just need a few cells filled in with information that's currently in a Connectwise report. Or, perhaps you have a custom worksheet you give new clients during the Onboarding process in LabTech that would be much less work for you if you could just get the right data from LabTech into the proper cells.

The answer for these kinds of problems is Excel Automation. This seminar will cover the basics of Excel Automation and provide a demo of creating custom Excel sheets from CFAR report data.


1

JAN 2014

CFAR for Connectwise released

by Rick Hawkins
for RVSS

In August 2013, work began on initial designs for CFAR for Connectwise. We are now proud to announce the release of this exciting product. CFAR for Connectwise uses the same reporting engine and "application-centric" interface as CFAR for LabTech. Besides making ad-hoc reporting easy for Connectwise users, CFAR for Connectwise will also make it possible to create reports that combine LabTech and Connectwise data.

 The version released works with Connectwise local data only. (A version that works with remote data - in the cloud - is scheduled for release in the first quarter of 2015.)


03

JUN 2013

Automation Nation 2013

by Rick Hawkins
for RVSS

Please come meet us in person at Latch's premiere educational event for partners.  This is our second year to sponsor AN, and we are eager to show off all the new features we've added to CFAR in the last year. Our theme this year is M&Ms - Mining and Marketing. Drop by our booth so we can show you the essential role good reports play in both targeting problems and retaining clients.