ConnectWise Manage Report Templates for MSPs
Free, professional report templates designed specifically for MSPs using ConnectWise. Export your data, fill in the template, and deliver polished client reports in minutes.
About ConnectWise Manage
ConnectWise Manage is the leading PSA platform for MSPs, offering ticketing, project management, billing, and reporting in one unified system.
Key integrations: ConnectWise Automate, ScreenConnect, QuickBooks, IT Glue, BrightGauge, Xero, Datto, Microsoft Teams
How to Export Data from ConnectWise
Steps to export your ticket data for use with our report templates.
- Navigate to Service Desk > Tickets or Reports
- Go to System > Report Writer > New
- Add desired ticket fields and date filters
- Click Preview to generate the report
- Click Export and select CSV format
- Save the file for import into your report template
ConnectWise at a Glance
| Pricing | Quote-based, estimated $35-65/user/month. Three tiers: Basic, Standard, Premium. |
| User Base | 40,000+ organizations globally, ~7% PSA market share |
| Best For | Mid-to-large MSPs who need the deepest integrations ecosystem and the most granular operational control. |
| API | Full REST API with CRUD operations on tickets, companies, contacts. SSL required, API key auth. |
| Built-in Reporting | Report Writer with pre-built and custom reports. BrightGauge (acquired) fills the gap for client-facing dashboards and executive reports. |
All ConnectWise Report Templates
8 report templates optimized for ConnectWise workflows and data exports.
Monthly Service Report
A comprehensive monthly summary of all IT service activities, ticket volumes, resolution metrics, an...
- Executive Summary
- Ticket Volume & Trends
- SLA Compliance Metrics
Quarterly Business Review
A strategic quarterly review template covering business alignment, IT roadmap, budget planning, and ...
- Business Alignment Review
- Quarterly Performance Summary
- Budget vs. Actual Analysis
SLA Compliance Report
Track and demonstrate service level agreement compliance with detailed uptime, response time, and re...
- SLA Overview & Targets
- Uptime Performance
- Response Time Metrics
Ticket Analysis Report
Deep-dive analysis of support ticket patterns, categories, resolution efficiency, and workload distr...
- Ticket Volume Overview
- Category Breakdown
- Priority Distribution
Security Assessment Report
Comprehensive security posture assessment covering vulnerabilities, patch status, threat detection, ...
- Security Posture Overview
- Vulnerability Scan Results
- Patch Compliance Status
Billing & Usage Report
Transparent billing breakdown showing service utilization, license consumption, project hours, and c...
- Billing Summary
- Service Utilization Breakdown
- License & Subscription Usage
Client Onboarding Report
Structured onboarding documentation covering asset inventory, network topology, access credentials, ...
- Client Overview & Contacts
- Asset Inventory
- Network Topology Map
Incident Response Report
Post-incident documentation template covering timeline, impact assessment, root cause analysis, and ...
- Incident Summary
- Timeline of Events
- Impact Assessment
Why ConnectWise MSPs Need Better Reports
ConnectWise provides powerful data management and automation capabilities, but its built-in reporting often falls short of what clients expect to see. Standard exports are technical, dense, and not designed for executive-level communication.
These templates bridge that gap. They take the data you already have in ConnectWise and present it in a format that builds client trust, demonstrates your value, and supports strategic conversations about IT investments.
Whether you need a quick monthly summary or a comprehensive quarterly business review, each template is structured around the metrics and workflows specific to ConnectWise environments.