AdvanTech Reporting Platform

Generate Report

Pull live data from ConnectWise, NinjaRMM, and SmileBack

Settings

Configure API credentials and SMTP. All data is stored securely in Netlify Blob Storage.

Client Information

Client Name

CW Company IdentifierThe company/identifier value used in CW API conditions

ConnectWise Manage

Server URL

Company ID

Public Key

Private Key

Client ID

NinjaRMM

Client ID

Client Secret

SmileBack CSAT

Client ID

Client Secret

Account Email

Account Password

SMTP (SMTP2GO)

Sender EmailMust be verified in SMTP2GO

Test Email Address

SMTP2GO API Key is set in Netlify Environment Variables (SMTP2GO_API_KEY)

Report Schedule

Configure automatic report delivery. The report runs every Monday at 8:00am Arizona time.

Schedule Settings

Enable Automatic Reports

Send the weekly report automatically every Monday morning

Report Subject Line

Recipients (one email per line) Add one email address per line. The report Excel will be attached to each send.

Schedule Info

Frequency	Every Monday
Time	8:00 AM Arizona (MST / UTC-7)
Report Period	Previous Sunday–Saturday week
Last Sent	—