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 Lesson 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 lesson 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 lesson 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]
HTML for ‘Today’s Date’
HTML for 'Today's Date' for use in PDF template. <p><b>Date:</b> <span id="p1"></span> <script> var date = new Date(); var current_date = date.getDate()+"/"+(date.getMonth()+1)+"/"+date.getFullYear(); document.getElementById("p1").innerHTML = current_date; </script> </p>
Making Reports Show Viewer Specific Information
How to use the built in pseudo-variables within halo to match viewers to the data on a report. Within the reporting suite in halo there are pseudo-variables that you are able to match the date on the report to, some being $agentid,$userid, $siteid, $clientid, and $invoiceid. $agentid allows you to make internal reports only match […]
Link Excel to Halo Report
In this lesson 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 […]
