ConnectWise Power BI Reporting Packages by Opal Business Solutions

Utilize custom ConnectWise Power BI reports, built by Opal Business Solutions, to see your business in a holistic view which enables you to create efficiencies where they are needed.

  • Overview

  • Integration

  • Support

Utilize custom ConnectWise Power BI reports, built by Opal Business Solutions, to see your business in a holistic view which enables you to create efficiencies where they are needed. We have the ability to create reports that cater to your specific needs. We offer a starter reporting package and an advanced reporting package. Contact us to learn more!

ConnectWise PSA

Requirements: ConnectWise Manage v2019.5 Microsoft Power BI Pro License

Features:

  • Connect directly to your ConnectWise Manage data, via free web URL and start visualizing your data in a whole new way.
  • Monitor Operational statistics such as WIP reports, Utilization, along with Invoice, Agreements and Time.
  • Monitor Service Desk statistics and track close rates, along with SLAs.
  • View trending across modules and make business decisions based on data analytics. See data from Operations, Support, Projects, Products, Marketing, etc.

ConnectWise Power BI Reporting Packages by Opal Business Solutions' PSA Integration is certified via the ConnectWise Invent Program.

If you need assistance with creating API members or integration setup please send a note to Help@ConnectWise.com and the ConnectWise PSA support team can assist. For any other questions with this integration, please contact the vendor directly to resolve any issues.

Details

Overview

Utilize custom ConnectWise Power BI reports, built by Opal Business Solutions, to see your business in a holistic view which enables you to create efficiencies where they are needed. We have the ability to create reports that cater to your specific needs. We offer a starter reporting package and an advanced reporting package. Contact us to learn more!

Integration

ConnectWise PSA

Requirements: ConnectWise Manage v2019.5 Microsoft Power BI Pro License

Features:

  • Connect directly to your ConnectWise Manage data, via free web URL and start visualizing your data in a whole new way.
  • Monitor Operational statistics such as WIP reports, Utilization, along with Invoice, Agreements and Time.
  • Monitor Service Desk statistics and track close rates, along with SLAs.
  • View trending across modules and make business decisions based on data analytics. See data from Operations, Support, Projects, Products, Marketing, etc.

Support

ConnectWise Power BI Reporting Packages by Opal Business Solutions' PSA Integration is certified via the ConnectWise Invent Program.

If you need assistance with creating API members or integration setup please send a note to Help@ConnectWise.com and the ConnectWise PSA support team can assist. For any other questions with this integration, please contact the vendor directly to resolve any issues.