ConnectWise Monthly Service Report Template for MSPs

What's Included

• Executive Summary
• Ticket Volume & Trends
• SLA Compliance Metrics
• System Uptime Statistics
• Top Issues & Resolutions
• Patch Management Status
• Recommendations & Next Steps

Why ConnectWise MSPs Need a Monthly Report

Monthly reports are the backbone of client communication. They demonstrate the value you deliver, justify your fees, and build the trust that drives long-term retention. Without them, clients only notice IT when something breaks.

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

1. Export your ticket and performance data from your PSA/RMM tool
2. Fill in the executive summary with key highlights and wins
3. Populate the metrics sections with actual numbers from the reporting period
4. Add your recommendations and planned work for the next month
5. Review with your team, then send to the client stakeholder

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:

1. Navigate to Service Desk > Tickets or Reports
2. Go to System > Report Writer > New
3. Add desired ticket fields and date filters
4. Click Preview to generate the report
5. Click Export and select CSV format
6. 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.

ConnectWise Strengths & Reporting Limitations

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

Build Your ConnectWise Monthly Report Online — Free

Skip the manual formatting. Our free browser-based editor turns your ConnectWise ticket export into a client-ready PDF in minutes. No sign-up. No upload — your report data never leaves your browser.

1. Export your tickets from ConnectWise as a CSV (see the export steps above).
2. Import into the editor — it auto-detects your columns and calculates the KPIs for you.
3. Edit & export PDF — add your logo and company name in the browser, write a short summary, and send it to your client.

Columns the editor auto-detects

Ticket ID, Priority, Status, Created Date, Resolved Date, Category, and Time Spent (optional). It fuzzy-matches the column names in common ConnectWise exports, and you can remap any column by hand if a header doesn't match.

What your clients actually want to see

Not a raw ticket dump — the editor surfaces the few metrics non-technical stakeholders care about: total tickets handled, average resolution time, SLA compliance, and system uptime, wrapped in a plain-language executive summary that frames the month's work as business value.

🔒 100% client-side. Don't take our word for it — open DevTools → Network tab → import your CSV → you'll see zero uploads of your report data.

ConnectWise Monthly Report FAQ