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 […]
Composite Reports
In this guide we will cover: – Creating and Selecting Reports – Customising SQL with $-Variables – Building the Composite Report – Appending/Prepending a PDF – Appearance Tab – Reports Table – Formatting the Composite Report – End-User Access – Scheduled Emails Composite reports in Halo allow you to present multiple reports to your clients […]
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 […]
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 […]
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 […]
Document Management Area
In this guide we will cover: – Turning on and Configuring the Module – Agent Permissions – Documents Area Turning on and Configuring the Module Halo has a dedicated area for document management. Here you can create folders, upload new documents, and manage versions of documents. First head into Configuration and hover to enable the […]
Configuring Custom Appearances in Reports (using HTML)
In this guide we will cover: – Using HTML to Customise Report Appearance – Example Report/Basic HTML Blocks – Advanced Edits Using HTML to Customise Report Appearance In the reporting suite, click into the desired report and the "Appearances" tab. Check the checkbox, "Customize Table HTML" to get started. From here you will notice four boxes/blocks […]
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 […]
Reports and Scheduling
The following video explores Ticket Reporting and how you can configure actions to generate reports from within a ticket. For Portal Users: Video Link – Ticket Reports The following video explains the side pane dashboard feature and how to customise it to include your followed tickets. For Portal Users: Video Link – Side Menu Dashboard With […]
Restricting Agent Reporting Access
In this guide we will cover: – Setting Agent Restrictions for the Reporting Module – Setting Agent Restrictions for Specific Reports – Setting Restrictions for the Types of Reports Agents can Create – Reporting with Sensitive tickets Setting Agent Restrictions for the Reporting Module If you would like certain agents to have no access to the […]
