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 – 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 […]

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 […]

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 […]

SQL For Auditing Passwords

The below SQL is for auditing of passwords, the same report can be found in the online repository by searching for "Password Audits" select  apfid [ID] , nhd_user.username [Name] , apfdate [Date]  , CASE when apfobjecttype=1 then 'Asset' when apfobjecttype=2 then 'Site' when apfobjecttype=3 then 'Custom Field' when apfobjecttype=4 then 'Supplier' end as [Field Type] , CASE WHEN apfobjecttype = 1 THEN (SELECT dinvno FROM device WHERE did = apfobjectid)        WHEN apfobjecttype = 2 THEN (SELECT sdesc FROM site WHERE ssitenum = apfobjectid)        WHEN apfobjecttype = 3 AND (SELECT fiusage FROM fieldinfo WHERE fiid = apffieldid) = 1 THEN concat('Ticket – ', (SELECT faultid FROM faults WHERE faultid = apfobjectid))       […]

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 […]

Dashboard Publishing Guide

This guide will outline how you can publish your in app Halo dashboards to external sources. By default, in app dashboards are only accessible from within Halo but there are multiple options for how you can publish them. Publishing with Authentication You can publish a dashboard that is accessed by authentication from a user account. […]