Report Writer is ConnectWise PSA’s built-in reporting tool for building custom reports, dashboards, and — for MSPs — custom invoice templates. You’ll find it under the System module in PSA.
Note: The first load of Report Writer in a session is often slow. 30 seconds of latency is normal, and larger data sets can take 30-40 seconds even after the initial load.
The Report List
Opening Report Writer takes you straight to the Report List. This is where you create new reports and dashboards, open recent ones, and search by name.
| Field | Description |
|---|---|
| Reports | Filter to show only reports. |
| Dashboards | Filter to show only dashboards. |
| New | Create a new report, instant report, or dashboard. |
| Search | Find reports by name or category. |
| Categories | Reports grouped by type. |
| Recent | Your recently opened reports. |
Create a report or dashboard
Three things can be created from the New button:
- Report — Opens the Data Sources tab of the Report Designer. Select a data source from Recent Data Sources or browse categories.
- Instant Report — A quick way to locate fields or tables by keyword. Useful when you know the name of a field but not where it lives.
- Dashboard — Opens the Dashboard Designer. Dashboards combine reports and charts into a single view.
Edit, print, or delete a report
From the Report List, hover over any report or dashboard to reveal action icons:
- Edit — Opens the report in the Report Designer. Select Save or Save As when done.
- Print — Opens a print dialog.
- Remove — Deletes the report after confirmation.
Report Writer is also how ConnectWise’s default custom invoice templates are built. If you’re here to build a branded invoice from scratch, Better Invoice replaces the Report Writer workflow — you get a branded PDF invoice without editing reports, subreport links, or field expressions.