How to Locate Your Default ConnectWise Reports, Dashboards, and Gauges
If you’ve just become a BrightGauge customer, you’ve probably got lots of questions, and we’re here to help every step of the way!
One thing most users want to know right off the bat is how they can access their default ConnectWise gauges, dashboards, and reports.
With ConnectWise and every datasource we offer, we take the time to figure out what metrics and KPIs would matter most to our users and we pre-build any gauges, dashboards, and reports possible so that you can start monitoring your data immediately.
It’s our mission to help you run a better business by having data-driven insights, but if you can’t get to that data, then what good is it to you?
So, anytime you add a new datasource to your account, you’re going to get access to whatever defaults come with that integration. It happens automatically, and we’ll tell you how to (easily) find what you need.
We highly recommend that each time you add a new datasource, you take the time to go through all of the defaults available so you don't end up recreating something that already exists.
Your default gauges are going to be really easy to get to.
From your BrightGauge overview page, click on GAUGES on the top left.
On the next screen, you’re going to find a list of all the gauges available in your account.
If you just signed up for BrightGauge and you are only connected to one datasource, like ConnectWise Manage, then all of the gauges listed will be your default ConnectWise Manage ones.
But, if you’ve been a BrightGauge user for some time and have built your own gauges, or if you connect to several datasources, there’s an easy way to sort for your defaults.
On the left side of the screen, click the arrow in the Datasource field to access the drop-down menu and then find the datasource you’re interested in, like ConnectWise Manage.
Once you’ve made your selection, you’ll see a whole list of gauges that pertain to that specific datasource.
If it says ‘BrightGauge Admin’ in the ‘Last Modified By’ column, then you’ve got yourself a default.
From your BrightGauge overview screen, click on DASHBOARDS, either in the top nav or the card on the page.
Again, if you’ve just signed up for BrightGauge and you’ve only integrated with ConnectWise, then all the dashboards listed will be your defaults.
But, if you’ve built your own dashboards or have multiple datasources connected, you can usually tell which ones are default dashboards because we tend to tag them as ‘BGS - Dashboard Name’.
Pro tip: got some dashboards you frequent more than others? Save it as a ‘Favorite’ so you can come back to it faster.
From your BrightGauge overview screen, select REPORTS either from the top nav or the card on the page.
Click on Templates on the left-side of the page and you’ll see a list of all the reports you have saved. Anything that says ‘BrightGauge Admin’ in the ‘Created By’ column means that it’s a default report.
Can I modify my defaults?
Yes, of course! These defaults are just meant to get you up and running immediately, but you can absolutely filter them for the exact information you need. For everything you need to know about filters, read this.
Data management can seriously change the way you run your business
The time that you’re going to save and the insights that you’re going to gain by having this data at your fingertips can change your day-to-day drastically.
You’re going to have a lot more time to focus on revenue-generating tasks and you’re going to have real numbers and trends that will help you make sharper business decisions.
Use these defaults to help you get started, since it requires no set up on your end. Once you’ve got an idea of the data you’re tracking and what could be more useful to you, then you can make the necessary changes to suit your needs.
Happy data-viewing! And remember, if you need help along the way, always feel free to drop us a line.