First report – Start the wizard and define the data source

1)      Create a New Report using the Table or Matrix Wizard

2)      Create your dataset (I’m trying to figure out how to save a dataset so I don’t have to create it for every new report…. Doing this slowly, I think I just saw the option for this on the previous screen…. A future post)

3)      Create the Data Source Connection

4)      Give the Data Source a name and click the Build… button

(I’m sure there’s a method to this.  Probably should name it appropriately so that it means something next time you select it.  As I learn more, I’m sure this will come together.  If you have guidance, please guide.)

5)      Enter Connection Properties for your ConnectWise database

You’ve successfully defined a Connection String

and Data Source Connection

Up next:  Build the query