Configure, Share, and Demonstrate Value

Learn how to configure ConnectWise Reports and Dashboards within the CW Platform, including how to securely grant internal and client access to the information that matters most. This session will also cover running and scheduling RMM reports, publishing them for client visibility, and best practices for delivering meaningful operational insights.

We’ll review the key data these reports provide, demonstrate how customers can use them to monitor their environments, and discuss the business value of proactive reporting. Attendees will leave with practical knowledge to improve transparency, showcase service outcomes, and enhance the overall customer experience through effective reporting.