Welcome to the BrightGauge Enhancement Forums
The Enhancement Forums is one of several listening posts used to bring enhancement ideas to the ConnectWise Product Management Team. We utilize information from support tickets, information gathered from our onsite Consulting Team and our Sales Team during the sales process, as well as one-on-one or group discussions with our partners.
Do you have an enhancement you want to suggest or have you come across an enhancement you would like our Product Management Team to review? Vote and leave a comment. The more information gathered on the enhancement, the easier it is to make the case to the Product Management Team. The Product Management team automatically reviews enhancements with 250 votes or more and we will provide any updates to that enhancement as they become available.
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Now get out there and make your voice heard to help BrightGauge grow your company!
Include Product Totals in the Invoice Data Dataset
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.
report scheduling
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.
Soft label for drilldown fields
It would be so useful to apply a soft label to all fields, so that when we use them in Drilldown they always default to that soft label.
Ideally we can then overwrite that default soft label on a case by case basis
I'm currently working through a task to standardise our drilldown list, which means manually updating the soft label across hundreds of gauges, it's very painful
Report Page Export Option
The reports page currently has very limited sorting and search functions. While these features are being enhanced could we please get an option to export the data on the page? We can then work with the data in excel to find what we are looking for.
Examples:
- Hard to find customers when there are hundreds for reports.
- Counting reports when they fail to generate.
Super Admin role or Administrator access to all dashboards
Please add either a super administrator role or grant administrators access to all dashboards regardless of being invited to it or not. In case that one administrator user departs the company suddenly without allowing any other user access to that board, this would save ourselves and CW support time to fix it.
Send a report from Brightgauge as a Spreadsheet
Why can't we send reports with the data as an attachment in the csv or xlsx format? This is much more helpful in some cases than PDF.
Folders to manage and sort dashboards
We have more than 100 dashboards and it is not easy to navigate and fin the one we are looking for. We do use the search and add some dashboard in "favorites" to keep them on top of the list, but having a folder structure would be much better.
There's a related post, in this forum, about hidding dashboards from the drop down list. Having folder would solve this as unused dashboard created by Brightgauge could be moved to a specific folder.
Add Project Team/Project Resources to Project Statistics dataset
There is no "project team" or "assigned resources" data in the Project Statistics dataset. We can filter by resource list in the Project Phase and Tickets dataset, but this doesn't contain all of the same data as Project Statistics (i.e. overall budget).
Add a filter for used Gauges
In the gauges search I would like to have the ability to filter on gauges that are actually being used.
We can currently filter by Type, Datasource, Dataset, Unused and Public but not those that are actively being used on dashboards and reports. This would definitely help navigate when an update is needed
Customer support service by UserEcho