Connecting Halo to BI Tools: Publish Profiles & Direct Database Access

In this guide we will cover: – Creating a Publish Profile – Adding the Report – Connecting to Postman – Connecting to Power BI – Upload Scheduled Reports to SharePoint 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 […]

Report Builder

In this guide we will cover: – Opening the Query Builder – Adding Fields – Adding Conditions – Generating the Report – Adding Filters – Saving the Report – Using the Report – Customising Fields (Sorting, Grouping, Count, Compare to previous period) – Using the Query Builder to create SQL Admin Guides: General Settings (Reporting) […]

Start to Finish: Project Dashboards

In this guide we will cover: – Tracking Projects – Creating a Company-Wide Dashboard – Creating an Individual Project Dashboard  – Creating a Ticket List Dashboard – Report Examples – Widget Formatting Related Guides: Adding Dashboards to Custom Tabs  Charts and Graphs in Reports How to Use Custom CSS and HTML on Halo Reports Tracking […]

Reporting Access Control

In this guide we will cover: – Access Control on Existing Report Groups – Variations of Access Control – Granting Access Control on Reports Related Guides: Access Control Access Control on Existing Report Groups Three methods of restricting Report access through this method are available in Configuration > Reporting > General Settings. The below setting […]

Statistics Tables

In this guide we will cover: – What is a Statistics Table? – Creating a Statistics Table – Reporting on Statistics Tables Related Guides: Ticket Volumes and Forecasting What is a Statistics Table? Statistics tables are type of Custom Table which allow you to take a snapshot of data based on a query which is […]

How to Use Custom CSS and HTML on Halo Reports

In this guide we will cover: – How to customise the appearance of Report tables using HTML – Pin Scrollbar to the bottom of the page HTML can be applied to reports to customise how they appear/are formatted. This allows you to completely customise how your reports look.  How to customise the appearance of Report tables […]

Ticket Volumes and Forecasting

In this guide we will cover: – What is Ticket Forecasting? – Ticket Volume History – Configuring Forecasting – Running Forecasts – Reporting on Forecast Output – Adding Forecasts to Existing Reports Related Guides: Nixtla TimeGPT Integration What is Ticket Forecasting? Ticket Forecasting uses historic Ticket Volume data to allow predictions of future inbound Ticket […]

Common SQL Tables and Joins

In this guide we will cover: – Common SQL Tables and What Each Contains – Example Joins Between Them This guide will cover some commonly referenced SQL tables and the information that can be pulled from each. A majority of the tables listed here are also within the following schemas. ITSM Schema PSA Schema CRM […]

Optimising Reports to Improve Efficiency

In this guide we will cover: – Selective Data Retrieval – Join Recommendations – Subquery Alternatives – Minimising Use of Wildcard Characters – Use of $-filters Larger or more complex reports can potentially have slower loading times. This guide outlines a few key points to consider when writing reports to help combat this. Selective Data […]

Agent Cost Tracking and Profitability Reporting

In this guide we will cover: – What is Agent Cost tracking? – Setting Agent Costs – Profitability Reports What is Agent Cost tracking? The reporting suite in Halo can be utilised to create profitability reports based on real time data. This allows you to track the profitability of different areas of your business, including […]