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 – Editing Data Sources 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 […]
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 […]
Navigating The Reporting Suite
In this guide we will cover: – Reporting Suite Basics – Walk-Through of a Report – Dashboards Related Guides: Charts and Graphs in Reports Halo In-App Dashboard Reports and Scheduling The reporting suite is vital to keeping track of your KPI's and progress. This guide provides an overview of navigating each area. For more information […]
How to Restrict Users Access to Reports
In this guide we will cover: – Making Reports Available in the Portal – Restricting which Reports Users can see in the Portal – Making a Report Publicly Available Making Reports Available in the Portal Head to Configuration > Self Service Portal, and then to the Menu Buttons area. Here, add the button called 'My […]
Adding Dashboards to Custom Tabs
In this guide we will cover: – Creating a Custom Tab that displays a Dashboard – Filtering the dashboard to only show data for the customer/user/site it is under Admin Guides: Custom Tabs The following entities can have a custom tab against them containing a dashboard: Tickets Customers Sites Users Contract Sales Orders Purchase Orders Quotes […]