We are in need of a custom report to pull data from our CRM/Service Management tool.
* The CRM tool utilizes MS SQL for the back end database. The CRM is ConnectWise. You can read more about it at [][1][[login to view URL]][2]
* The data tables change from time to time, with vendor updates, and the vendor provides numerous SQL views for the purpose of report building. The report would need to use as many views as possible.
* The report is to be columnar with the ability to enter date and time parameters and sort by all columns.
* The report is to be deployed to 2005 SQL Reporting Services
* The report should not require any additional 3rd party tools for deployment.
* Other info:
* We will provide a simple mock-up in excel.
* We will provide the developer with a login and an introduction to the CRM so they can see the data.
* We will show the developer where the data exists in the CRM.
* We will provide several SQL queries we use now for basic reporting to help the developer gain an understanding of the table structure.