Welcome to the BrightGauge Enhancement Forums

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.

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

Currently deeplinks for CWM only go to CWM. We would like to allow them to use the CWM Customer Portal instead for gauges that are used by external customers.

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 

Allow conditional logic in reporting.

Add functionality to only show a gauge/text etc when certain conditions are met.

Eg.. IF a company has an agreement/agreement addition, then show the following gauge.

This allows for a global report template that can be customized to each client depending on business logic.

The datasets associated with SELL/CPQ don't give enough information.

Could you create a new dataset that gives items in a quote.

I checked with CPQ dev documentation and the API allow to read the view: QuoteItemView.

Best regards,

Fred

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

Can we have the option to run snapshots on the day and time of our choosing?  Can we run multiple snapshots per week?

ConnectSecure reporting has great data, but I'd like to reformat it.  Would it be possible to add an API between BrightGauge and ConnectSecure?