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ConnectWise Security Assessment Report Template for MSPs

Comprehensive security posture assessment covering vulnerabilities, patch status, threat detection, and compliance for MSP-managed environments.

What's Included

Security Posture Overview
Vulnerability Scan Results
Patch Compliance Status
Endpoint Protection Coverage
Security Incident Log
Compliance Checklist
Risk Mitigation Recommendations

Why ConnectWise MSPs Need a Security Report

Security reports are your strongest upsell tool and your best liability protection. They demonstrate due diligence, justify security spending, and create urgency for additional security services.

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

Run vulnerability scans and compile results by severity
Check patch compliance across all managed endpoints
Review security incident logs for the reporting period
Map findings against relevant compliance frameworks
Prioritize recommendations by risk level and business impact

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 security assessment 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 Security Report FAQ

How do I export security 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 security 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 security reports be generated?

Monthly for ongoing monitoring, with deeper assessments quarterly. After any security incident, generate an immediate report regardless of schedule.

What compliance frameworks should I reference?

Depends on the client's industry: HIPAA for healthcare, PCI DSS for retail/payments, SOC 2 for SaaS, NIST CSF as a general baseline.

How do I present vulnerabilities without causing panic?

Use a risk matrix. Categorize by severity and likelihood. Focus the conversation on your remediation plan, not the scary numbers.

Should I include penetration test results?

If you've done a pentest, include a summary. Keep the full technical report separate — the client report should focus on business risk and recommended actions.