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FAQ List: General Information

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

In this guide we will cover: – Reporting Suite Basics – Walk-Through of a Report – Dashboards Related Guides: Charts and Graphs in Reports Halo In-App Dashboard Reports and Scheduling The reporting suite is vital to keeping track of your KPI's and progress in Halo. This guide provides an overview of navigating each area. For […]

How to Restrict Users Access to Reports

In this guide we will cover: – Making Reports Available in the Portal  – Restricting which Reports Users can see in the Portal – Making a Report Publicly Available Making Reports Available in the Portal  Head to Configuration > Self Service Portal, and then to the Menu Buttons area. Here, add the button called 'My […]

Charts and Graphs in Reports

In this guide we will cover: – Adding a Chart – Displaying Charts in Scheduled Reports – Types of Chart – Trendlines – Labels Admin Guides: General Settings (Reporting) Related Guides: AI Report Builder Halo In-App Dashboard Reports and Scheduling  Report Builder  Report Data Sources Using the graphing function can provide powerful visual insight into […]

A Quick Guide to Scheduling Reports

Related Articles: Reports screen explained Reports and Scheduling Scheduled reporting is a tool that can email reports to relevant parties on specified schedule. This can be anything from SLA stats on tickets raised/closed in a period to managerial staff all the way to a daily breakdown of agent hours and interactions in the day. To […]