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+) […]
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 […]
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 […]
Link Excel to Halo Report
In this guide we will cover: – Setting an Access Level on a Report – Setting Up Excel Setting an Access Level on a Report We first need to gather the API link to access the report. This can then be concatenated onto your URL. The API extension on your report can be found within […]
Report Data Sources
In this guide we will cover: – Downloading Data Sources from the Online Repository – Using Data Sources to create Reports Admin Guides: General Settings (Reporting) Related Guides: AI Report Builder Charts and Graphs in Reports Halo In-App Dashboard Reports and Scheduling Report Builder Downloading Data Sources from the Online Repository Opening the "Online Repository" […]
Composite Reports
In this guide we will cover: – Creating and Selecting Reports – Customising SQL with $-Variables – Building the Composite Report – Appending/Prepending a PDF – Appearance Tab – Reports Table – Formatting the Composite Report – End-User Access – Scheduled Emails Composite reports in Halo allow you to present multiple reports to your clients […]
Report Colour Palette Based on Brand Colour
In this guide we will cover: – Changing Report Colour Palette from Application Colour Changing Report Colour Palette from Application Colour You can change the Report Chart Default Colour Palette in Configuration > Reporting > General Settings: Fig 1. Report Chart Default Colour Palette in Configuration > Reporting > General Settings By default, this setting […]
SDI Reports
Reports and Charts The filters in italics are not required. Ticket Reports 8.04 Number of Incidents – Incidents by Channel (Fixed Period) Data Source: 💾 Tickets (All) Filters: ‘ITIL Type’ includes (Incident), ‘Team’ includes (Halo Service Desk Team A, Halo Service Desk Team B) Chart Type: Bar X Axis: Source Y Axis: Ticket ID Order […]
