Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

List of Widgets and Features


WidgetNameDescription PSA Availability
SlicerCompany filter
Filter per client results
This slicer detects the currently logged-in MSP's clients by their email address and will only display the data belonging to the company set in the client portal management. MSP's admin users can view all the companies listed.
  •  ConnectWise
  •  Autotask
Card Number Open ClientShow the count of client open tickets.
  •   ConnectWise
  •   Autotask
Waiting on Customer - Client Show the count of tickets waiting on client response.
  •  ConnectWise
  •   Autotask
Average to RespondShow average time to respond in minutes for tickets updated in the last 14 days and status is not closed. 
  •  ConnectWise 
  •  Autotask (Not available)
Average to ResolutionShow average time to resolution in minutes for tickets updated in the last 14 days and status is not closed per Client.
  •  ConnectWise
  •  Autotask (Not available)
Pie ChartOpened Last 14 Days By TypeShow the count of tickets opened in the last 14 days by type.
  •  ConnectWise
  •   Autotask
Column ChartTickets Open by Tech - ClientShow open tickets (non-resolved tickets) by Technician per Client.
  •  ConnectWise
  •   Autotask
Tickets Opened by Contact Last 14 days - ClientShow the count of tickets opened by contacts in the last 14 days.
  •  ConnectWise
  •  Autotask
Tickets Opened vs Closed Last 14 Days - ClientShow the count of tickets opened by day and the count of tickets completed end of day for the last 14 days.
  •  ConnectWise
  •  Autotask


How to Access the Client Portal Dashboard Template

...