QBR Report Instructions

ConnectWise Reports

Gather the information you need for your next QBR meeting with an existing customer.

Login to StreamlineIT

General Reports

Follow these instructions to access all general reports, UTM reports, and the AV Defender report.

  1. Login to StreamlineIT
  2. Search desired Subscriber by "Company Name"
  3. Click "Service" tab
  4. Under "Summary Description" type “*report”
  5. Select desired report ticket
  6. Click "Documents" tab
  7. Click the XLS file
  8. Click View
  9. Save As into desired folder

Interactive QBR Overview Report (BrightGauge)

  1. Login to StreamlineIT
  2. Search desired Subscriber by "Company Name"
  3. Click "Service" tab
  4. Under "Summary Description" type “*report ”
  5. Select "Quarterly Business Review" report ticket
  6. Click "Documents" tab
  7. Click the email file
  8. Click View
  9. Click hyperlink to access live document via BrightGauge

What's Next?

Here are some tips on how you can prepare your QBRs to effectively show the value you provide to keep customers for a lifetime.