Drag and Drop Tickets Onto a Calendar to Create Appointments
In this guide we will cover: – Creating the Dashboard – Configure the Appointment Action A very useful feature of Halo is the drag and drop of tickets onto a calendar, this is a sea level operation of the Pax8 Academy, making it a known and proven way to deal with appointment scheduling. This feature […]
Adding Dashboards to Custom Tabs
In this guide we will cover: – Creating a Custom Tab that displays a Dashboard – Filtering the dashboard to only show data for the customer/user/site it is under Associated Administrator Guide: Custom Tabs The following entities can have a custom tab against them containing a dashboard: Tickets Customers Sites Users Contract Sales Orders Purchase Orders […]
Dashboard Publishing Guide
This guide will outline how you can publish your in app Halo dashboards to external sources. By default, in app dashboards are only accessible from within Halo but there are multiple options for how you can publish them. Publishing with Authentication You can publish a dashboard that is accessed by authentication from a user account. […]
Ticket Dashboards
In this guide we will cover: – Overview and Benefits – Creating your Dashboards – Creating Widgets – Dashboard Configuration Overview and Benefits Ticket Dashboards are an alternative way to view your ticket lists and various other important areas of Halo, such as custom tables and in-depth details of tickets. Ticket dashboards are like global […]
Making Dashboards Available to Users on the Self-Service Portal
In this guide we will cover: – Sharing a Dashboard to the Portal – Publishing a Dashboard Sharing a Dashboard to the Portal Configuration > Reporting > Dashboards > *Click New* When configuring an in-app dashboard Fig 1. Dashboard Type You can use the User Access tab to determine who can see the dashboard on […]
Halo In-App Dashboard
In this guide we will cover: – Creating an In-App Dashboard – Widget Types – Adding Widgets – Customising Widgets with Custom CSS – Setting a Dashboard on the Home Screen – Money Widgets – Configure Charts within Dashboards Admin Guides: Dashboards Related Guides: Charts and Graphs in Reports Reports and Scheduling Dashboards in Halo […]
