Pulling Report Data into a PDF template

In this guide we will cover: – Adding a Report to a PDF Template – Filtering reports for a specific entity PDF templates are used to apply set formatting to various entities in Halo. The following entities can also have reporting data added to their template: Tickets Quotations Sales Orders Purchase Orders Invoices  Agreements  Assets […]

Creating a Report From an Action

In this guide we will cover: – 'Generate Report' System Use – Use on a Ticket – Filtering the Report with Variables 'Generate Report' System Use To create a report in a ticket you can use an action with the system use 'Generate Report'. When creating an action (Configuration > Tickets > Actions > Details) […]

Using Publish Profiles to Send Report Data to BI Tools

In this guide we will cover: – Creating a Publish Profile – Adding the Report – Connecting to Postman (Bearer and Basic Auth Method) – Connecting to Power BI Creating a Publish Profile On the "Availability" tab of reports there is a checkbox for publishing reports. The "Scheduled Emails" tab will eventually include a section […]

AI Report Builder

In this guide we will cover: – What the AI Query Builder is – Writing a Prompt Admin Guides: General Settings (Reporting) Related Guides: Charts and Graphs in Reports Halo In-App Dashboard Reports and Scheduling Report Builder Report Data Sources What the AI Query Builder is The report builder uses an AI Assistant utilising the […]

Report filters in the URI parameters for report links

In this guide we will cover: – Date Filters – Text/Number Filters – Special Characters When linking to a report you can include filters as URI parameters. Date Filters When filtering on a date you can use the following parameters: reportingperiod : a number corresponding to the periods in the dropdown e.g. 0 for today […]