Best Practices

ConnectWise Manage Reporting: Getting the Data You Need

Louis Romano
January 18, 2026
1 min read
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ConnectWise Manage Reporting: Getting the Data You Need

ConnectWise Manage has powerful reporting capabilities, but many companies struggle to get the insights they need. Proper report configuration and custom reports unlock valuable business intelligence.

Common Reporting Problems

Configuration Issues: - Reports not configured correctly - Missing data fields - Incorrect filters - Poor report organization

Custom Report Challenges: - Don't know how to create custom reports - Report Writer complexity - Data export limitations - Integration with BI tools

Data Quality: - Incomplete data entry - Inconsistent data - Missing information - Data accuracy issues

What You're Missing

Financial Insights: - Profitability by service - Revenue trends - Cost analysis - Margin reporting

Operational Metrics: - Ticket metrics - Response times - Resolution times - Resource utilization

Business Intelligence: - Custom dashboards - KPI tracking - Trend analysis - Predictive insights

Solutions

Report Configuration: - Standard report setup - Custom report creation - Dashboard configuration - Scheduled reports

Data Integration: - BI tool integration - Data export optimization - API utilization - Custom integrations

Training: - Report creation training - Data analysis training - Dashboard configuration - Best practices

Why You Need Stonos

Expertise: - ConnectWise reporting specialists - Report Writer experts - BI integration experience - Data analysis skills

Services: - Reporting audit - Custom report creation - Dashboard configuration - BI tool integration - Training and support

Results: - Actionable insights - Better decision-making - Improved visibility - Data-driven operations

Get Help Now

Stop flying blind. Stonos can audit your reporting, create custom reports, configure dashboards, and integrate with BI tools to give you the insights you need.

Contact us to improve your reporting today.

ConnectWise consulting expertise - CAGE: 02Q10

Tags: ConnectWise Manage reporting analytics business intelligence PSA reporting
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