ConnectWise Reporting

Name: ConnectWise Reporting
Brand: ConnectWise
Rating: 4.6 (114 reviews)

A platform of software & services built for TSPs. Follow us for product updates, company news, business advice and more.

Est 1982|Valuation $1.5B|Raised $6.1B

LinkedIn 225K|Website|Web traffic 1.0M|FTEs 3,409|HQ Tampa, Florida, US

MarketsProfessional Service Automation (PSA)Board Reporting for Audit & Internal Controls Self-Service Analytics

Published Oct 14, 2026

01Common complaints

(Scenarios where alternatives are likely a better fit.) 1) Needs enterprise BI governance and bespoke modeling - Choose Power BI or similar solutions when advanced semantic models, data lineage, and enterprise governance are required and the organization can fund data engineering. 2) Cost-sensitive needs for a few simple dashboards - Consider Klipfolio, Databox, or lightweight internal dashboards if cost-per-value is the primary constraint. 3) Requirement for operational automation triggered from KPIs - Consider MSPbots or other automation-first platforms when the goal is to drive actions and remediation from KPI thresholds rather than reporting alone. 4) Prior, unresolved vendor support/account management issues - Reporting engagements are iterative; organizations that have experienced persistent support/account-management problems may prefer platforms with stronger customer success or an internally owned BI stack. 5) High confidence required in uptime/data sync for client deliverables - If monthly reviews or SLAs depend on reporting output, validate SLAs and redundancy. Community reports of sync and access issues suggest maintaining fallbacks (cached exports or a BI warehouse) for critical reporting. **Product/technical limitations reported publicly** - Some BrightGauge documentation indicates starter configurations may be limited to recent data windows (for example, last 30 days) for certain gauges; this affects trend reporting unless the account is upgraded or architecture is adjusted. - Community-reported issues include dataset sync timestamps not matching expectations and anecdotal report access outages. - Some users report UI/UX friction and confusion with the report writer. **Vendor-acknowledged limitations** - Plan-based limits (data sources, features) are documented in plan comparison materials. **Roadmap / change risk** - ConnectWise has indicated ongoing integration of BrightGauge capabilities into the Asio platform theme. Buyers should validate roadmap commitments and timelines as part of procurement if these changes are material to their decision.

Deal disqualifiers (poor fit)

Highly customized data sources where the organization will not invest in data hygiene and mapping.
A requirement for multi-year retention and heavy modelling without willingness to fund a BI engineering investment.
Requirements for guaranteed enterprise-grade support response times where previous vendor support issues are a concern.

Why customers leave / churn reasons (commonly stated)

Support responsiveness and account management quality concerns.
Data synchronization reliability issues for some integrations.
Pricing and contract concerns, including perceived high cost as usage scales.
Preference for alternatives that provide stronger BI flexibility or automation capabilities.

02Why they buy

**unique selling points supported by evidence (non-marketing language)** - MSP-focused templates and prebuilt gauges: reviewers and users cite BrightGauge as providing commonly used MSP KPIs and reducing initial setup time for those metrics. - Integration breadth: reviewers note that BrightGauge can consolidate data from ConnectWise PSA, accounting systems, and spreadsheets for consolidated reporting. **unique selling points requiring validation** - Vendor claims of broadly transformative operational impact should be validated via disclosed methodology and independent measurement. **Where competitors have advantages** - Power BI: deeper modeling, governance, and flexibility for enterprise BI use cases. - MSPbots: integration of analytics with automation workflows. - Generic dashboard tools: potentially simpler pricing and faster setup for basic KPI dashboards.

03Field reports

Because “ConnectWise Reporting” spans multiple products, feedback clusters into (1) PSA built-in reporting, and (2) BrightGauge/Reports & Dashboards.

Review platforms (examples)

**TrustRadius (BrightGauge)** - TrustRadius shows BrightGauge with generally positive scores across several reviews. Positive themes commonly include dashboarding visibility and client reporting; negatives commonly reference complexity and cost scaling. **Capterra (BrightGauge)** - Capterra reviewers emphasize integrations (e.g., QuickBooks/ConnectWise/Excel) as a frequent benefit. **Trustpilot (ConnectWise / BrightGauge)** - Trustpilot contains a range of perspectives. Some reviewers expressed strongly positive views of BrightGauge, while others posted critical accounts and warnings. Trustpilot entries provide additional user sentiment but vary in moderation and represent individual experiences.

Community/social proof (examples & summarized comments)

**Reddit — critical views** - Some community discussions describe ConnectWise reporting capabilities as limited or inadequate for certain users’ needs. - Community posts include reports of extended outages or prolonged support cases that affected report access. - Several posts identify concerns about perceived cost relative to utility for some configurations. **Reddit — pragmatic/positive views** - Other users report that BrightGauge meets needs for monthly client reports and dashboards, noting it can be effective for common reporting tasks compared with PSA-native report writers. **TrustRadius (ConnectWise PSA reviews referencing reporting)** - In ConnectWise PSA reviews, some customers note using BrightGauge to produce business review metrics and trend reports.

Why customers choose it over alternatives

Common reasons cited in reviews and community threads:

Partial native alignment with the ConnectWise PSA data model, which can reduce some build effort compared with a pure Power BI integration.
Automated client-report distribution.
MSP-focused prebuilt dashboards and gauges, which can reduce initial setup time for common MSP KPIs.

Case Studies

Vendor marketing pages and webinars provide use-case narratives (e.g., project tracking, KPI dashboards). Observations:

Outcomes in vendor materials are typically described qualitatively and may state substantial operational improvements without detailed methodology.
Vendor-published ROI metrics are common but often lack third-party validation in the public domain.

What’s useful from vendor materials

Product webinars (for example, project tracking with Reports & Dashboards) can help buyers understand feature workflows and practical setup.

Methodology gaps to note

Public case studies frequently omit baseline metrics, sample sizes, or attribution methodology (for example, how much improvement is attributable to reporting changes versus operational adjustments).

04Best fit

Company sizes

Typically small-to-midsize MSPs (from tens to a few hundred employees), or smaller MSPs with disciplined operational processes, that:
- use ConnectWise PSA as the system of record,
- have recurring needs for monthly or quarterly client reporting,
- require standardized KPI visibility across service desk and projects.

Industries/verticals

MSPs serving SMB and mid-market customers across regulated and non-regulated sectors (healthcare, legal, manufacturing), keeping in mind varying compliance requirements.

Roles/personas

Decision makers: MSP owner/GM, Service Delivery Manager, Finance/Operations lead
End users: Service desk manager, project manager, vCIO/QBR presenter, dispatch

Primary pain points addressed

Difficulty consolidating performance, utilization, SLA health, and profitability into a single reporting surface.
Need for consistent client-facing reporting without manual spreadsheet work.

05The pitch

What the product does (objective value proposition)

ConnectWise Reporting is implemented as a set of reporting capabilities across the ConnectWise ecosystem, primarily: - ConnectWise PSA reporting (built-in reporting engine + report scheduling/report center inside PSA/Manage). - ConnectWise Reports and Dashboards (formerly BrightGauge), a BI-style dashboards and client reporting product positioned as cross-tool analytics for MSPs/TSPs. - ConnectWise Automate reporting (Report Center with packaged reports). - Marketplace reporting add-ons (e.g., ConnectWise Reports / CFAR for ad hoc reporting). This report focuses on the functionality most buyers refer to as “ConnectWise Reporting” in practice: PSA reporting combined with Reports & Dashboards (BrightGauge).

Target market & positioning

Primary: MSPs and TSPs already using ConnectWise PSA (Manage) and/or other ConnectWise tools.
Positioning: operational reporting (tickets, SLA, projects, utilization, finance) and executive/client-facing dashboards for business review meetings.

Get a comprehensive analysis of ConnectWise Reporting including market position, competitive landscape, adoption trends, and peer benchmarks.

Download full report →

Published Oct 14, 2026

01Common complaints

(Scenarios where alternatives are likely a better fit.)

Needs enterprise BI governance and bespoke modeling

Choose Power BI or similar solutions when advanced semantic models, data lineage, and enterprise governance are required and the organization can fund data engineering.

Cost-sensitive needs for a few simple dashboards

Consider Klipfolio, Databox, or lightweight internal dashboards if cost-per-value is the primary constraint.

Requirement for operational automation triggered from KPIs

Consider MSPbots or other automation-first platforms when the goal is to drive actions and remediation from KPI thresholds rather than reporting alone.

Prior, unresolved vendor support/account management issues

Reporting engagements are iterative; organizations that have experienced persistent support/account-management problems may prefer platforms with stronger customer success or an internally owned BI stack.

High confidence required in uptime/data sync for client deliverables

If monthly reviews or SLAs depend on reporting output, validate SLAs and redundancy. Community reports of sync and access issues suggest maintaining fallbacks (cached exports or a BI warehouse) for critical reporting.

Product/technical limitations reported publicly

Some BrightGauge documentation indicates starter configurations may be limited to recent data windows (for example, last 30 days) for certain gauges; this affects trend reporting unless the account is upgraded or architecture is adjusted.
Community-reported issues include dataset sync timestamps not matching expectations and anecdotal report access outages.
Some users report UI/UX friction and confusion with the report writer.

Vendor-acknowledged limitations

Plan-based limits (data sources, features) are documented in plan comparison materials.

Roadmap / change risk

ConnectWise has indicated ongoing integration of BrightGauge capabilities into the Asio platform theme. Buyers should validate roadmap commitments and timelines as part of procurement if these changes are material to their decision.

Deal disqualifiers (poor fit)

Highly customized data sources where the organization will not invest in data hygiene and mapping.
A requirement for multi-year retention and heavy modelling without willingness to fund a BI engineering investment.
Requirements for guaranteed enterprise-grade support response times where previous vendor support issues are a concern.

Why customers leave / churn reasons (commonly stated)

Support responsiveness and account management quality concerns.
Data synchronization reliability issues for some integrations.
Pricing and contract concerns, including perceived high cost as usage scales.
Preference for alternatives that provide stronger BI flexibility or automation capabilities.

02Why they buy

unique selling points supported by evidence (non-marketing language)

MSP-focused templates and prebuilt gauges: reviewers and users cite BrightGauge as providing commonly used MSP KPIs and reducing initial setup time for those metrics.
Integration breadth: reviewers note that BrightGauge can consolidate data from ConnectWise PSA, accounting systems, and spreadsheets for consolidated reporting.

unique selling points requiring validation

Vendor claims of broadly transformative operational impact should be validated via disclosed methodology and independent measurement.

Where competitors have advantages

Power BI: deeper modeling, governance, and flexibility for enterprise BI use cases.
MSPbots: integration of analytics with automation workflows.
Generic dashboard tools: potentially simpler pricing and faster setup for basic KPI dashboards.

03Field reports

Because “ConnectWise Reporting” spans multiple products, feedback clusters into (1) PSA built-in reporting, and (2) BrightGauge/Reports & Dashboards.

Review platforms (examples)

TrustRadius (BrightGauge)

TrustRadius shows BrightGauge with generally positive scores across several reviews. Positive themes commonly include dashboarding visibility and client reporting; negatives commonly reference complexity and cost scaling.

Capterra (BrightGauge)

Capterra reviewers emphasize integrations (e.g., QuickBooks/ConnectWise/Excel) as a frequent benefit.

Trustpilot (ConnectWise / BrightGauge)

Trustpilot contains a range of perspectives. Some reviewers expressed strongly positive views of BrightGauge, while others posted critical accounts and warnings. Trustpilot entries provide additional user sentiment but vary in moderation and represent individual experiences.

Community/social proof (examples & summarized comments)

Reddit — critical views

Some community discussions describe ConnectWise reporting capabilities as limited or inadequate for certain users’ needs.
Community posts include reports of extended outages or prolonged support cases that affected report access.
Several posts identify concerns about perceived cost relative to utility for some configurations.

Reddit — pragmatic/positive views

Other users report that BrightGauge meets needs for monthly client reports and dashboards, noting it can be effective for common reporting tasks compared with PSA-native report writers.

TrustRadius (ConnectWise PSA reviews referencing reporting)

In ConnectWise PSA reviews, some customers note using BrightGauge to produce business review metrics and trend reports.

Why customers choose it over alternatives

Common reasons cited in reviews and community threads:

Partial native alignment with the ConnectWise PSA data model, which can reduce some build effort compared with a pure Power BI integration.
Automated client-report distribution.
MSP-focused prebuilt dashboards and gauges, which can reduce initial setup time for common MSP KPIs.

Case Studies

Vendor marketing pages and webinars provide use-case narratives (e.g., project tracking, KPI dashboards). Observations:

Outcomes in vendor materials are typically described qualitatively and may state substantial operational improvements without detailed methodology.
Vendor-published ROI metrics are common but often lack third-party validation in the public domain.

What’s useful from vendor materials

Product webinars (for example, project tracking with Reports & Dashboards) can help buyers understand feature workflows and practical setup.

Methodology gaps to note

Public case studies frequently omit baseline metrics, sample sizes, or attribution methodology (for example, how much improvement is attributable to reporting changes versus operational adjustments).

04Best fit

Company sizes

Typically small-to-midsize MSPs (from tens to a few hundred employees), or smaller MSPs with disciplined operational processes, that:
- use ConnectWise PSA as the system of record,
- have recurring needs for monthly or quarterly client reporting,
- require standardized KPI visibility across service desk and projects.

Industries/verticals

MSPs serving SMB and mid-market customers across regulated and non-regulated sectors (healthcare, legal, manufacturing), keeping in mind varying compliance requirements.

Roles/personas

Decision makers: MSP owner/GM, Service Delivery Manager, Finance/Operations lead
End users: Service desk manager, project manager, vCIO/QBR presenter, dispatch

Primary pain points addressed

Difficulty consolidating performance, utilization, SLA health, and profitability into a single reporting surface.
Need for consistent client-facing reporting without manual spreadsheet work.

05The pitch

What the product does (objective value proposition)

ConnectWise Reporting is implemented as a set of reporting capabilities across the ConnectWise ecosystem, primarily:

ConnectWise PSA reporting (built-in reporting engine + report scheduling/report center inside PSA/Manage).
ConnectWise Reports and Dashboards (formerly BrightGauge), a BI-style dashboards and client reporting product positioned as cross-tool analytics for MSPs/TSPs.
ConnectWise Automate reporting (Report Center with packaged reports).
Marketplace reporting add-ons (e.g., ConnectWise Reports / CFAR for ad hoc reporting).

This report focuses on the functionality most buyers refer to as “ConnectWise Reporting” in practice: PSA reporting combined with Reports & Dashboards (BrightGauge).

Target market & positioning

Primary: MSPs and TSPs already using ConnectWise PSA (Manage) and/or other ConnectWise tools.
Positioning: operational reporting (tickets, SLA, projects, utilization, finance) and executive/client-facing dashboards for business review meetings.

Get a comprehensive analysis of ConnectWise Reporting including market position, competitive landscape, adoption trends, and peer benchmarks.

Download full report →

(Scenarios where alternatives are likely a better fit.)

Needs enterprise BI governance and bespoke modeling

Choose Power BI or similar solutions when advanced semantic models, data lineage, and enterprise governance are required and the organization can fund data engineering.

Cost-sensitive needs for a few simple dashboards

Consider Klipfolio, Databox, or lightweight internal dashboards if cost-per-value is the primary constraint.

Requirement for operational automation triggered from KPIs

Consider MSPbots or other automation-first platforms when the goal is to drive actions and remediation from KPI thresholds rather than reporting alone.

Prior, unresolved vendor support/account management issues

Reporting engagements are iterative; organizations that have experienced persistent support/account-management problems may prefer platforms with stronger customer success or an internally owned BI stack.

High confidence required in uptime/data sync for client deliverables

If monthly reviews or SLAs depend on reporting output, validate SLAs and redundancy. Community reports of sync and access issues suggest maintaining fallbacks (cached exports or a BI warehouse) for critical reporting.

Product/technical limitations reported publicly

Some BrightGauge documentation indicates starter configurations may be limited to recent data windows (for example, last 30 days) for certain gauges; this affects trend reporting unless the account is upgraded or architecture is adjusted.
Community-reported issues include dataset sync timestamps not matching expectations and anecdotal report access outages.
Some users report UI/UX friction and confusion with the report writer.

Vendor-acknowledged limitations

Plan-based limits (data sources, features) are documented in plan comparison materials.

Roadmap / change risk

ConnectWise has indicated ongoing integration of BrightGauge capabilities into the Asio platform theme. Buyers should validate roadmap commitments and timelines as part of procurement if these changes are material to their decision.