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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Need a dataset that contains Budget data entered into Xero
There are no datasets available with the Xero data source that has the budget information entered into Xero. We are wanting to create gauges that track revenues and costs against our budget.
Ability to copy or template Drilldown fields
It would save a lot of time if we could copy or template the drilldown fields in gauges. There are a few ways I could see this being useful
Default drilldown field list linked to dataset. Code in a list of the most commonly used fields in a dataset drilldown, and default these in the first tab of any new gauge created using that dataset- The ability to template drilldown fields and import them to a gauge.
- The ability to copy the drilldown fields from another tab in the same gauge
Wildcard filtering at the dashboard level in Brightgauge
Please add the ability to use wildcard filters at dashboard level.
CUurrenlty, we can use wildcard filters on gauges, but not on dashboards.
eg: Service Board like %ervice%
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.
Estimated Time Revenue - Project Phase Reporting
We have projects in CW Manage that require multiple phases with estimates time revenue for each phase. When trying to report on estimated time revenue we are only able to report on the "Base Project" phase. Would be a great addition to be able to report on multiple phase projects. Please refer to CW case #02628641. Thank you.
Allow Reports to go out in Excel
We setup several reports to deliver to our clients throughout the month and the biggest complaint we get back is that the gauges only output to a PDF. We would love to be able to setup an Excel version of the reports so the clients can easily see the data in ways that work better for them.
I would love to be able to export GOALS into a csv.
GOALS should be exportable. I track weekly for a performance review metric and without the export, such a pain!
Add in Crewhu Data from API
It would be great to pull in all data from the API for Crewhu. We heavily use the internal Badges and currently, only the customer survey is pulled in the BrightGauge.
Add Needs Renewal as field on Configuration dataset
I believe the Needs Renewal? checkbox was added as a field in Configurations in PSA in 2022. However, this field is not available as a data field in the Configuration Data Dataset in Brightgauge.
This would be an extremely useful field for us to use as part of our renewal management workflow.
Pull data through from "External Assigned to" Field
In the ServiceNow Cases Dataset, can you please pull through the data for the "External Assigned to" field so we can report on where the case has been sent to?
Customer support service by UserEcho