ConnectWise
ConnectWise Report Automation: How MSPs Stop Building Reports by Hand
ConnectWise stores everything. Getting that data into a polished monthly report without manual work is the problem Roviret solves.
Read article →ConnectWise Report Writer was built for your ops team, not your clients. Roviret pulls your ConnectWise data each month and delivers a branded PDF to every client automatically, with no manual exports or formatting work from your team.
After months on ConnectWise, your database is rich with evidence of your work: ticket resolution times, SLA adherence, patch coverage, project milestones. None of it reaches clients in a form they can read. ConnectWise's reporting tools produce raw data views that make sense to your team. They do not produce the polished, plain-English monthly report a business owner reads without a technician in the room.
So someone on your team exports the data, pastes it into a document, adds a narrative, formats it to look professional, and sends it. Then repeats that process for every client. Every month. That is the gap Roviret closes.
Get My Free Sample Report →ConnectWise Dashboards give your team internal visibility. Neither delivers a polished, branded monthly PDF report to each client without manual work.
| ConnectWise native reporting | Roviret | |
|---|---|---|
| Client-facing branded PDF reports | No | Yes |
| Automated monthly delivery to every client | No - manual export required | Yes |
| Plain-English executive summary | No - raw data output | Yes |
| Report Writer or custom SQL required | Yes | No |
| Works without ConnectWise developer | No | Yes |
| Per-client report customization | Manual only | Included |
| Ongoing maintenance when CW updates | Your team's responsibility | Yes - covered in retainer |
| Fixed monthly cost | Developer time varies | $800/month flat |
When clients do not receive consistent monthly reports, they have no record of what you delivered. One bad month looms larger than twelve good ones. Renewal conversations start from a position of doubt, not proof.
Manual ConnectWise reporting costs roughly 3.5 hours per client per month. At 20 clients, that is 70 hours. At 40 clients, it is 140. Roviret's $800/month flat rate stays constant regardless of how many clients you add.
Roviret reads from ConnectWise via read-only API. No new platform. No workflow changes. No Marketplace add-on required. Your ConnectWise instance is untouched.
We connect via the ConnectWise Manage REST API using a dedicated read-only member with scoped permissions. NDA signed before access is granted. We pull reporting data only and cannot touch tickets, configurations, billing, or any other record in your instance.
We build your report template with your logo, colors, and data mapping across client accounts. Reports look like they came from your company, not from Roviret. Client account types are mapped separately so healthcare clients get different metrics than manufacturing clients.
Reports pull from ConnectWise at month-end and go out on your fixed schedule. No one on your team exports data or formats a spreadsheet. When ConnectWise releases an API update, we handle any reconnection without you filing a ticket.
Want more detail? Read our full guide to ConnectWise report automation.
Tell us your PSA and RMM. We build a fully formatted sample in 48 hours. No cost. No disruption to your ConnectWise setup.
Yes. ConnectWise Manage is our primary PSA integration. We connect via the REST API using a read-only member with scoped permissions. No third-party middleware or Marketplace add-on required. We have handled ConnectWise API connections across a range of versions and configurations.
We use read-only access only. We cannot create, modify, or delete anything in your instance. An NDA is signed before any connection, and your API credentials are used solely to pull the reporting data needed to generate your client reports. Credentials are stored encrypted.
Service desk data (ticket volume, response times, SLA adherence), time logged by category, project milestones, and endpoint and patch status from your RMM integration. The exact fields depend on your ConnectWise configuration. We map this during the setup phase and adjust based on what matters most to each client account type.
We handle it. API maintenance is included in the $800/month retainer. When ConnectWise changes API behavior, we fix the connection on our end without you filing a ticket. This is the core difference between a platform you operate and a service that operates for you.
If the sample looks right, we scope the full setup. The $1,500 one-time setup fee covers the API connection, data mapping across your client roster, and your branded template build, typically completed in 30 days. After that, reports run automatically every month for $800/month flat. No per-client fees, no long-term contract required. If the sample does not look right, there is no further obligation.