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ConnectWise Client Onboarding Report Template for MSPs

Structured onboarding documentation covering asset inventory, network topology, access credentials, and transition planning for new MSP clients.

What's Included

Client Overview & Contacts
Asset Inventory
Network Topology Map
Current Software & Licenses
Access & Credential Documentation
Identified Risks & Issues
30-60-90 Day Transition Plan

Why ConnectWise MSPs Need a Onboarding Report

First impressions determine client lifetime. A thorough onboarding report shows professionalism, uncovers hidden issues early, and sets the foundation for a successful long-term relationship.

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

Schedule a discovery session to gather all client environment details
Run network scans and document the complete asset inventory
Map the network topology and identify all critical systems
Document current licensing and identify compliance gaps
Create a prioritized 30-60-90 day plan for environment stabilization

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 client onboarding 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 Onboarding Report FAQ

How do I export onboarding 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 onboarding 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 long should MSP onboarding take?

Plan for 30-90 days depending on environment size. The discovery and documentation phase should be 1-2 weeks, with ongoing stabilization after.

What if the previous MSP won't cooperate with transition?

Document everything you can discover independently. Use network scans, asset discovery tools, and direct client interviews to build your baseline.

Should I charge separately for onboarding?

Many MSPs include basic onboarding in the contract but charge for extensive discovery or remediation. Be clear about what's included upfront.

What's the most common onboarding mistake?

Rushing it. Skipping thorough documentation leads to firefighting later. Invest the time upfront — it pays dividends for the entire contract.