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ConnectWise Monthly Service Report Template for MSPs

A comprehensive monthly summary of all IT service activities, ticket volumes, resolution metrics, and SLA performance for your MSP clients.

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

Export your ticket and performance data from your PSA/RMM tool
Fill in the executive summary with key highlights and wins
Populate the metrics sections with actual numbers from the reporting period
Add your recommendations and planned work for the next month
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:

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 monthly service 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

Create Your Report Online

Import your ticket data, customize in your browser, export professional PDF. Free, no sign-up, data stays local.

Open Report Editor Download DOCX

ConnectWise Monthly Report FAQ

How do I export monthly 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 monthly 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 often should I send monthly reports?

Send them within the first week of each new month, covering the previous month's data. Consistency matters more than perfection — clients value predictability.

What metrics should I highlight?

Focus on ticket resolution time, SLA compliance percentage, system uptime, and any security incidents. These are the numbers your clients care about most.

Should I include technical details?

Keep the executive summary non-technical. You can include a technical appendix for IT-savvy contacts, but most client stakeholders want business outcomes, not server logs.

How long should a monthly report be?

Aim for 3-5 pages. Enough to demonstrate value, short enough to actually get read. Use charts and visuals over dense text.