ConnectWise Manage reporting guide

How to Get Client Reports
Out of ConnectWise Manage

ConnectWise Manage logs every ticket, time entry, and SLA event across your client base. Getting that data into a formatted monthly client report means choosing between three approaches: the built-in Report Designer, manual CSV export and formatting, or automated delivery through a third-party layer. This page walks through all three.

Get My Free Sample Report → Built from your ConnectWise data in 48 hours. No system disruption.
30–90 min per client using ConnectWise Report Designer each month
2–4 hrs per client with manual CSV export and formatting
$800/mo flat for fully automated delivery across your client roster with Roviret
Your options

Three ways to get reports out of ConnectWise Manage

Option 1

ConnectWise Report Designer

How it works

  1. In ConnectWise Manage, go to System > Report Designer
  2. Click Add Report or open a pre-built template from the list
  3. Add columns: Company Name, Ticket Count, Total Hours, SLA % Met, Open Tickets
  4. Set the filter: Company = [client name], Date Completed = previous calendar month
  5. Click Run, review the output, then click Export as PDF or Excel
  6. Attach the file to an email and send to your client contact manually
Time: 30–90 min per client per month
Best for: Internal ops reviews, not client-facing delivery
Limitation: No client branding, no automated delivery, and the output format is built for technicians not business owners
Option 2

Manual export and formatting

How it works

  1. Go to Service > Service Board, filter by company and set date range to last month
  2. Click the Export icon in the grid toolbar to download as CSV
  3. Open the CSV in Excel or Google Sheets
  4. Build a summary tab: total tickets, tickets by type, average resolution time, SLA compliance rate
  5. Add a chart showing ticket volume by week or category
  6. Write a 2–3 sentence narrative summarizing the month
  7. Apply your logo and brand colors, then export as PDF
  8. Email the PDF to each client separately
Time: 2–4 hours per client per month
Best for: MSPs with 1–3 clients and a dedicated resource
Limitation: Does not scale. Quality varies month to month. Someone has to do it every month without fail.
Recommended
Option 3

Done-for-you with Roviret

How it works

  1. Fill out the contact form below to request a free sample report
  2. We sign an NDA before any system access is granted
  3. You provide read-only API credentials for ConnectWise Manage
  4. We map your client accounts and configure data field mappings
  5. We build your branded report template with your logo and colors
  6. A sample built from your real ConnectWise data is delivered within 48 hours
  7. Full setup completes within 30 days
  8. Reports generate and deliver automatically at month-end, every month
Time to first sample: 48 hours
Full setup: 30 days
Cost: $1,500 one-time setup + $800/month flat for your full client roster
What Roviret pulls from ConnectWise

Six data categories. Every one of them already in your ConnectWise instance.

Ticket Volume
Total tickets by priority, comparison to prior month
Clients see ticket counts broken out by priority level with a month-over-month trend so increases or decreases read as meaningful.
SLA Adherence
Response and resolution SLA compliance rates per client
First response and resolution SLA percentages pulled directly from ConnectWise, formatted for a business reader.
Time by Category
Hours logged broken down by service type
Time entries grouped by category show clients where your team spent its hours, making the value of your work visible.
Project Milestones
Completed project work and progress updates
Project completions, open milestones, and in-progress items from ConnectWise projects land in each client report.
Contract Utilization
Hours used vs contracted hours
Clients see how much of their contracted hours were consumed, reducing billing disputes and contract renegotiation friction.
Service Desk Trends
Recurring issue patterns and ticket category breakdowns
Patterns in ticket categories show clients where systemic issues exist, creating a basis for proactive conversations.
How it works

Your ConnectWise Manage setup stays exactly where it is.

01

Connect

Read-only REST API connection to ConnectWise Manage. A dedicated read-only member is created with scoped permissions covering only the data needed for reporting. NDA is signed before access is granted. Roviret cannot touch tickets, billing, or configuration in your ConnectWise instance.

02

Build

Your branded template is built with your logo and colors. Data mapping covers all client accounts so each client receives the metrics relevant to their agreement type. Reports look like they came from your MSP, not from Roviret.

03

Deliver

Reports pull from ConnectWise at month-end and go out on your fixed schedule. No one on your team exports data or formats a document. When ConnectWise releases API updates, we handle the maintenance without you filing a ticket.

Get My Free Sample Report →

Want more detail? Read our full guide to MSP reporting automation.

Get a free sample report built from your ConnectWise data

Tell us your PSA and RMM. We build a fully formatted sample in 48 hours. No cost. No disruption to your ConnectWise setup.

  • Direct integration with ConnectWise Manage via read-only REST API
  • We cannot modify, delete, or write anything to your ConnectWise instance
  • NDA signed before any connection
  • Sample delivered in 48 hours
  • $800/month flat for your full client roster after $1,500 one-time setup
FAQ

Questions worth asking before you fill out the form.

Does Roviret integrate with ConnectWise Manage?

Yes, via the ConnectWise REST API using a read-only member with scoped permissions. No ConnectWise Marketplace add-on is required. We have handled ConnectWise API connections across a range of versions and configurations and manage reconnection when ConnectWise releases updates.

What ConnectWise Manage data appears in client reports?

Ticket volume by priority, SLA adherence rates, average response and resolution times, time logged by category, contract utilization, and project milestones. The exact fields depend on your ConnectWise configuration and client agreement types. We map this during setup and adjust based on what matters most to each client.

Does Roviret change anything in my ConnectWise setup?

No. Roviret uses read-only access only. No tickets are created, modified, or deleted. No configuration changes are required in ConnectWise. The only change is a new read-only member account with scoped permissions, which we help create during onboarding.

How long does ConnectWise reporting setup take?

A free sample report built from your ConnectWise data is ready in 48 hours. No system access needed to get started. Full production setup covers the API connection, data mapping per client account type, and your branded template build. It completes in 30 days. After that, reports run automatically every month.

What happens after we get the sample?

If the sample looks right, we scope the full setup. The $1,500 one-time setup fee covers the API connection to ConnectWise, data mapping across your client roster, and your branded template build. Ongoing service is $800/month flat for your entire client roster. No per-client fees, no long-term contract required. If the sample does not look right, there is no further obligation.

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