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 Access Control has been added to various areas of Reporting in v2.208.1+. Three methods of restricting Report access through this method […]

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 Note: The features outlined in this guide are available as of v2.208.1+. What is a Statistics Table? Statistics tables are type of Custom Table which allow you […]

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 v2.208+ HTML can be applied to reports in Halo to customise how they appear/are formatted. This allows you to completely customise how your reports look.  How to customise the appearance […]

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 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 Retrieval Using a SELECT […]

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 […]

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 – Adding Summaries to Report PDFs (v2.212.1+) AI 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 or […]

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 only available out-of-the-box to customers using HaloPSA, if you are using another Halo product and would like to use this functionality please contact our support team.  How […]