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Halo x Fabio Wardley in Las Vegas

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Now that’s some serious power.

Halo x Fabio Wardley

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FAQ List: Reporting

CSV Templates

Configuration > Reporting > CSV Templates Configuration > Billing > General Settings > Edit CSV Template Related Guides: Integrating with Other Accounts Tools CSV Templates Field Type Description Name Free Text The name given to the CSV template Type Single Select Decide how granular the data is: type can be a row for each invoice […]

PDF Templates

Configuration > Reporting > PDF Templates Related Guides: PDF Templates Details Field Type Description Name Free Text Name of the report Type Entity Chosen After clicking into the PDF Templates module, there will be a dropdown in the top left to decide which entity the PDF template will be created for. The entity chosen will […]

Reporting General Settings

Configuration > Reporting > General Settings Related Guides: Reports and Scheduling Field Type Description Dashboard to show on the home screen Single Select The dashboard selected here will be the one used at the bottom of the Home Screen. This is the global setting for this choice, but this can be overridden on Agent Level. […]

Dashboards

Configuration > Reporting > Dashboards Related Guides: Ticket Dashboards Halo In-App Dashboard Reports and Scheduling Details Field Type Description Dashboard Name Free Text This will be the name of the Dashboard as it is displayed elsewhere throughout the system. Dashboard Type Single Select This will determine where the Dashboard is located, it can be displayed […]