Use AI to analyse Report Data
In this guide we will cover: – Enabling AI Report Analysis – Analysing a Report – Reporting on Summaries AI programs can be used to analyse data contained within reports, and provide a summary that shows at the top of the report. This summary can be reported on as well. Enabling AI Report Analysis (v2.179.1+) […]
Database Reporting Functions
In this guide we will cover: – What is a Database Function? – List of Database Functions – Example Report What is a Database Function? A database function is a section of text that runs a built-in SQL query when used in another query. This can be used to format a report without making your […]
Report Online Repository
In this guide we will cover: – What is the Online Repository? – Downloading Reports – Downloading Data Sources Related Guides: Report Builder Report Data Sources Reports and Scheduling What is the Online Repository? The Online Repository is Halo's built-in compilation of pre-made reports and data sources that are available for download and use within […]
(HH:MM) Conversion of a field in SQL to Hours and Minutes
Converting a decimal hours field to an Hours and Minutes field ,left(CAST(CONVERT(VARCHAR,DATEADD(SECOND, {INSERT YOUR DECIMAL HOURS FIELD HERE} * 3600, 0),108) AS TIME), 5) as [Insert Field Name]
Making Reports Show Viewer Specific Information
How to use the built in pseudo-variables within halo to match viewers to the data on a report. Within the reporting suite in halo there are pseudo-variables that you are able to match the date on the report to, some being $agentid,$userid, $siteid, $clientid, and $invoiceid. $agentid allows you to make internal reports only match […]
Link Excel to Halo Report
In this guide we will cover: – Setting an Access Level on a Report – Setting Up Excel Setting an Access Level on a Report We first need to gather the API link to access the report. This can then be concatenated onto your URL. The API extension on your report can be found within […]
Reporting Variables
List of the dynamic variables that can be used in the reporting suite $USERID $SITEID $CLIENTID $FAULTID $INVOICEID $QUOTEID $CONSIGNMENTID $CONTRACTID $AGENTID
Report Colour Palette Based on Brand Colour
In this guide we will cover: – Changing Report Colour Palette from Application Colour Changing Report Colour Palette from Application Colour You can change the Report Chart Default Colour Palette in Configuration > Reporting > General Settings: Fig 1. Report Chart Default Colour Palette in Configuration > Reporting > General Settings By default, this setting […]
SQL For Auditing Passwords In Halo
The below SQL is for auditing of passwords in Halo, the same report can be found in the online repository by searching for "Password Audits" select apfid [ID] , nhd_user.username [Name] , apfdate [Date] , CASE when apfobjecttype=1 then 'Asset' when apfobjecttype=2 then 'Site' when apfobjecttype=3 then 'Custom Field' when apfobjecttype=4 then 'Supplier' end as [Field Type] , CASE WHEN apfobjecttype = 1 THEN (SELECT dinvno FROM device WHERE did = apfobjectid) WHEN apfobjecttype = 2 THEN (SELECT sdesc FROM site WHERE ssitenum = apfobjectid) WHEN apfobjecttype = 3 AND (SELECT fiusage FROM fieldinfo WHERE fiid = apffieldid) = 1 THEN concat('Ticket – ', (SELECT faultid FROM faults WHERE faultid = apfobjectid)) […]
Navigating The Reporting Suite
This guide walks you through the reporting suite and how to use it. The reporting suite is vital to keeping track of your KPI's and progress in Halo. Reporting Suite Basics To check out the reporting suite, head to the reporting module on the left-side hand of your screen: Out of the box, Halo has […]
