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ConnectWise Billing & Usage Report Template for MSPs

Transparent billing breakdown showing service utilization, license consumption, project hours, and cost analysis for MSP client accounts.

What's Included

Billing Summary
Service Utilization Breakdown
License & Subscription Usage
Project & Ad-Hoc Hours
Cost Comparison (Month-over-Month)
Upcoming Renewals
Cost Optimization Suggestions

Why ConnectWise MSPs Need a Billing Report

Billing transparency prevents disputes and builds trust. When clients understand exactly what they're paying for and see the value delivered, renewal conversations become effortless.

ConnectWise Manage Report Writer with pre-built and custom reports. BrightGauge (acquired) fills the gap for client-facing dashboards and executive reports. However, these built-in reports are typically designed for internal operations — not for client communication. This template bridges that gap with a professional, client-ready format structured around ConnectWise's data exports.

ConnectWise is best for: Mid-to-large MSPs who need the deepest integrations ecosystem and the most granular operational control.

How to Use This Template

Export billing data from your PSA and accounting system
Break down charges by service category with clear descriptions
Highlight any changes from previous billing periods
Flag upcoming license renewals or contract milestones
Include cost optimization suggestions to show you're on their side

How to Export Ticket Data from ConnectWise

To populate this report template with real data from ConnectWise Manage, follow these steps to export your ticket data:

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

API alternative: Full REST API with CRUD operations on tickets, companies, contacts. SSL required, API key auth.

Why ConnectWise MSPs Need This Report

Report Writer with pre-built and custom reports. BrightGauge (acquired) fills the gap for client-facing dashboards and executive reports.

This template fills the gap by providing a professional, client-ready billing & usage report format that you can populate with data exported from ConnectWise Manage.

ConnectWise Strengths

Deepest ecosystem with 300+ Marketplace integrations
Most mature PSA with granular ticketing, billing, and project management
Seamless automation across the ConnectWise suite

Reporting Limitations

Built-in reports are functional but lack visual polish for client-facing delivery
Report Writer has a steep learning curve and can't access all stored procedures

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ConnectWise Billing Report FAQ

How do I export billing report data from ConnectWise?

Navigate to Service Desk > Tickets or Reports. Go to System > Report Writer > New Add desired ticket fields and date filters See the full export guide above for detailed steps.

Does ConnectWise have built-in client reporting?

Report Writer with pre-built and custom reports. BrightGauge (acquired) fills the gap for client-facing dashboards and executive reports. This template complements ConnectWise's built-in reporting by providing a professional, client-ready format that non-technical stakeholders can easily understand.

Can I automate this billing report with ConnectWise?

ConnectWise's built-in automation can schedule data exports, but assembling a professional client-facing report still requires manual formatting. This template handles the presentation layer — you provide the data. ConnectWise also offers Full REST API with CRUD operations on tickets, companies, contacts. SSL required, API key auth.

How detailed should billing reports be?

Detailed enough that a client can understand every line item, but organized so they can skim the summary. Use categories and subtotals.

Should I include hours worked for flat-rate contracts?

Yes. Even on flat-rate, showing the hours demonstrates value. If you delivered $15K of work on a $5K contract, the client should know.

How do I handle billing disputes?

Proactive reporting prevents most disputes. If one arises, use the report as documentation. Detail-level backup turns a confrontation into a quick resolution.

When should billing reports be sent?

With the invoice or within 2 business days after. Never make clients wait — delayed billing reports create anxiety and erode trust.