Welcome to the BrightGauge Enhancement Forums

The client mapping process requires a lot of clicking, adding clients one by one.  Same thing with contacts to receive reports, they have to be entered one by one.  I would like to see some automation using the data in datasources we already have.  For instance all our clients are alreadyin our PSA, let me choose which ones I do or don't want to sent reports to, even using a filter like all companies with "x" company classification would be awesome.

For Contacts we coud have filter criteria like "is primary contact" or other things to help define who should receive reports.

MSPbots does this kind of automation using a feature they call "automated contact list", which is a gauge that can then be used as a list of receipients to send a report to.

Documetation about that feature: https://support.mspbots.ai/hc/en-us/articles/9074355649551-Sending-a-Scheduled-Report-Using-the-Automated-Contact-List

I would like to request that the "Next Step" field gets added to the Opportunity dataset. It would be great to be able to filter Opportunities by those that have a Next Step added. Example of requested field below:

Currently the API for hosted Manage does not allow the Discussion, Internal, or Resolution Flags to be pulled into BG for use as a filter on data.  Would really love to see this become enabled so we can better filter gauges that are looking at Time Entries.

Add Next week date filter for all date fields. 

The ITBoost Integration, specifically the knowledge base dataset is not useful.

It would be much more useful if all activities were available to report on like "Add" or "Edit" or "Delete".  With this information we can report on the activity of our staff updating our documentation and provide this information via dashboard to our customers.

The only available activity is "Get".  This activity is not even selectable individually within ITBoost's activity log inside of the program.

I was under the impression that I had virtually unlimited access to tables and fields in on-premise applications such as QuickBooks with Brightgauge??  The first attempt at a gauge I attempted was for my retail division... to show daily sales by payment method (Cash, Credit Card, Check, etc.)... no such fields are available.

These limitations are very crippling and disappointing with this otherwise potentially impressive product.

Back to the drawing board with the horrible QB Advanced Reporting Tool, which is similar to PSA Report Writer, which I assume I will also have to use for a lot of what I still need out of PSA as well.... we will see.

I would like to see the ability to directly download dashboard templates featured by other companies instead of having to reference the buildout key and having to build them manually. This would save a massive amount of time and allow for quicker modifications as needed.

We'd like the ability to report on retired assets in Automate. We have a client that requires information on historical assets, but these don't pull into BrightGauge

We are currently able to pull in Service Total and Expense Total along with Invoice Total and Balance Due, but we cannot see Product Total in the Invoice Data Dataset.

We need to have this to accurately capture invoice amounts on invoices which include products (such as Agreements) but are paid via downpayment and have a zero balance due.

Would love to see more options on times for scheduling reports.  We send monthly health reports to clients and I need to spread out hundreds of clients over 24 time slot options which time out occasionally.  Would be helpful to have time of day for report scheduling be broken up into half hour increments instead of hour increments.  Better yet 15 min if possible.