Automatic HTML Additions to Reporting
In this guide we will cover: – Example of Automatic Additions – List of Column Names Automatic HTML additions can be added to reports to apply hyperlinks within certain columns. Example of Automatic Additions Halo supports the addition of hyperlinks on rows without the need for writing custom HTML for the report. The links are […]
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+) […]
Use AI to Analyse Business Performance
In this guide we will cover: – How can AI be used to Analyse Business Performance – Overview of the Process – Customise this process This functionality is available as of v2.184+ of Halo. This functionality is only available out-of-the-box to customers using HaloPSA, if you are using another Halo product and would like to […]
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 […]
PDF Templates
In this guide we will cover: – What are PDF Templates in Halo? – How to Customise your PDF templates What are PDF Templates in Halo? PDF templates are used when printing or generating PDFs for various entities within Halo. This allows those entities to be exported in a document-friendly format for distribution to customers, […]
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 […]
Consignment PDFs
In this guide we will cover: – How to create PDF templates for Consignments – How to set the PDF template as default Create and edit consignment PDF Templates In Configuration > Reporting > PDF Templates, select type "Consignments" on the dropdown at the top. Fig 1. Consignments type on PDF Templates The full list […]
Drag and Drop Tickets Onto a Calendar to Create Appointments
In this guide we will cover: – Creating the Dashboard – Configure the Appointment Action A very useful feature of Halo is the drag and drop of tickets onto a calendar, this is a sea level operation of the Pax8 Academy, making it a known and proven way to deal with appointment scheduling. This feature […]
Device Change Field ID’s
Device Change Field ID's Explained DCFieldID Value -1 User -2 Moved -3 Status -4 Assembled -5 Used in Assembly -6 Linked to Ticket -7 Passed Commission -8 Failed Commission -9 Reset Commission -11 Asset Tag -12 Note -13 Commission Date -14 Unchanged Commission -15 Attachment Added -16 Attachment Removed -17 Image Added -18 Image Removed […]
(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]
