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
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
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.
Allow Global Filters
At the moment, filters are unique to a report or dashboard. It would be a significant time saver to allow global filters that can be imported or added to reports or dashboards. We have account managers that manage a certain subset of accounts, and manually creating and maintaining these filters is already unmanageable before we hit scale.
Send report as CSV option
As well as having a pdf options, have the ability to export the report as a CSV. This will allow those of us who want to do granular reporting utilize items such as PowerBI to graph and trend this over and beyond the 240 days available in brightgauge.
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.
Customer support service by UserEcho