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 […]
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 guide we will cover: – What are PDF Templates in Halo? – How to Customise your PDF templates – Who can configure PDF Templates? – XML Ticket 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 […]
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 […]
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 to match viewers to the data on a report. Within the reporting suite 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 to the viewing agent. […]