Drag and Drop Tickets Onto a Calendar to Create Appointments
In this guide 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 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 […]
Reporting Variables
List of the dynamic variables that can be used in the reporting suite $USERID $SITEID $CLIENTID $FAULTID $INVOICEID $QUOTEID $CONSIGNMENTID $CONTRACTID $AGENTID
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" […]
Embed XML Attachments to Invoice PDFs
In this guide we will cover: – eInvoicing – How to embed an XML Attachment to an invoice PDF eInvoicing Commencing January 1st 2025, the European Union will begin to implement eInvoicing. Compliance for this will be optional for 1 year. Commencing January 1st 2026, eInvoicing will be made mandatory for all customers in the […]
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 […]