Forum: Reports
April 18th, 2019, 05:48 AM
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Replies: 24
Are you using a system DSN ODBC connection?
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Forum: RangerMSP Software Discussion Forum (CCRM)
November 26th, 2018, 02:24 AM
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Replies: 4
Hi Stephan,
The reporting isn't too much of a concern as we can use Power BI to pull any reports needed.
The inventory items is a massive concern obviously. Do you perhaps know if there is an add...
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Forum: RangerMSP Software Discussion Forum (CCRM)
October 30th, 2018, 07:01 AM
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Replies: 4
Hi Nattivillin,
We have been using quickbooks for some time now as well but our accountant uses Xero so just wanted valuable feedback like yours to some of the possible shortfalls.
Thank you for...
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Forum: RangerMSP Software Discussion Forum (CCRM)
October 4th, 2018, 10:08 AM
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Replies: 4
Hi Everyone,
Just want to get an indication of who is using what accounting package and what pros / cons you are experiencing with each.
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Forum: RangerMSP Software Discussion Forum (CCRM)
October 4th, 2018, 03:32 AM
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Replies: 23
We have just finished working with Stanley on the asset report which you can get a better understanding of here
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Forum: RangerMSP Software Discussion Forum (CCRM)
October 3rd, 2018, 05:52 AM
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Replies: 1
CommitCRM Asset Details tab:
/forum_images/Power_BI_assets_details_tab.JPG
Power BI Asset Report:
/forum_images/Power_BI_assets_report.JPG
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Forum: RangerMSP Software Discussion Forum (CCRM)
October 3rd, 2018, 05:41 AM
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Replies: 1
Hi All,
Following discussions with fellow CommitCRM users we have implemented power BI reports for the assets. These enable reports to show assets expiring by date order, product types as well as...
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Forum: RangerMSP Software Discussion Forum (CCRM)
September 20th, 2018, 03:52 PM
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Replies: 23
Hi Stanley Ng,
Not to worry. We are based in South Africa so have a relative exchange rate. We have recently signed an implementation deal with Absolutely PC.
I have replied on email with more...
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Forum: RangerMSP Software Discussion Forum (CCRM)
September 13th, 2018, 05:29 AM
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Replies: 23
Hi,
Would be glad to assist. Much easier to replicate it. With your guys exchange rate it would be pennies to you as well.
Please send me a mail to craig@multi.co.za and we can discuss further.
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Forum: Reports
August 12th, 2018, 02:01 PM
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Replies: 24
This is for the contracts and assets for technicians
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Forum: Reports
August 12th, 2018, 02:00 PM
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Replies: 24
Ill have to block out the sensitive information but here is what the technicians power BI report looks like. We have one for sales as well as for the customers. Also using it for KPI and surveys.
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Forum: Reports
April 12th, 2018, 01:57 AM
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Replies: 24
Hi Bridgesint,
I would highly recommend you map the drive of your CommitCRM server as well. This is essential for the odbc connection.
Craig
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Forum: Reports
February 10th, 2018, 10:13 AM
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Replies: 24
You would create a ODBC connection into the DB. We have perfected the reporting and would highly recommend using power BI.
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Forum: Reports
August 9th, 2017, 02:22 PM
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Replies: 24
I have completed the Accounts and Tickets reporting as well as the employees for the tickets as well. Still working on getting feedback on this first. Once thats done will put up a screenshot.
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Forum: RangerMSP Software Discussion Forum (CCRM)
August 6th, 2017, 01:08 PM
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Replies: 23
Hi Luke,
That looks really decent!
I suppose you could put each category in a table to colour each background. Colouring the background is easy enough but then shaping the corners and all that is...
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Forum: RangerMSP Software Discussion Forum (CCRM)
August 4th, 2017, 02:31 AM
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Replies: 23
Hi Luke,
Fully agree with the image problem. It does seem to be working but agree that the html coding in the email for the numbers is the right way to go.
Using Power BI to pull the data from your...
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Forum: RangerMSP Software Discussion Forum (CCRM)
August 3rd, 2017, 08:27 AM
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Replies: 23
Hi Luke,
Thanks. The numbers are images each with their own piping code so that the user doesnt have to fill that detail out again. They are highly compressed (1KB each) so each mail has loaded the...
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Forum: RangerMSP Software Discussion Forum (CCRM)
July 31st, 2017, 08:02 AM
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Replies: 23
/forum_images/z_customer_image_power_bi_screenshot.png
This is the result using Power Bi to get a fully interactive dashboard
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Forum: RangerMSP Software Discussion Forum (CCRM)
July 31st, 2017, 07:15 AM
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Replies: 23
Hi Commit, please advise how best to embed the image? I want to add the power BI dashboard to this thread as that the real power of the surveys.
Thanks
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Forum: Reports
July 29th, 2017, 04:36 PM
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Replies: 24
Has anyone done a Power BI report from CommitCRM?
I have gotten incredibly far with the Power BI reporting for CommitCRM (Set up connection, set up gateway, done a ton of DAX calculations for...
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Forum: RangerMSP Software Discussion Forum (CCRM)
July 29th, 2017, 04:22 PM
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Replies: 3
pops100uk try using filters to manage your tickets. You can check last update date open for more than X days etc. Works well for us :)
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Forum: RangerMSP Software Discussion Forum (CCRM)
July 29th, 2017, 03:59 PM
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Replies: 23
Here is what the email to the client looks like:
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/forum_images/z_customer_image_survey_email_capture.jpg
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Forum: RangerMSP Software Discussion Forum (CCRM)
July 29th, 2017, 03:51 PM
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Replies: 23
Here is what the survey looks like:
/forum_images/z_customer_image_survey_capture.jpg
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Forum: RangerMSP Software Discussion Forum (CCRM)
July 29th, 2017, 03:51 PM
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Replies: 23
Hi Everyone,
Just thought i would help everyone else out here. Over the past week or so we have been implementing a powerful survey feature to our ticketing system. We have looked at all the...
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Forum: RangerMSP Software Discussion Forum (CCRM)
July 12th, 2016, 02:08 AM
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Replies: 3
Hi rfbalmer,
Do you simply send out open quote reports every two weeks or do you have something that notes when the initial quote was sent and then resends the open quote two weeks after the initial...
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