Reporting Access Control
In this guide we will cover: – Access Control on Existing Report Groups – Variations of Access Control – Granting Access Control on Reports Related Guides: Access Control Access Control on Existing Report Groups Access Control has been added to various areas of Reporting in v2.208.1+. Three methods of restricting Report access through this method […]
Statistics Tables
In this guide we will cover: – What is a Statistics Table? – Creating a Statistics Table – Reporting on Statistics Tables Related Guides: Ticket Volumes and Forecasting Note: The features outlined in this guide are available as of v2.208.1+. What is a Statistics Table? Statistics tables are type of Custom Table which allow you […]
Ticket Volumes and Forecasting
In this guide we will cover: – What is Ticket Forecasting? – Ticket Volume History – Configuring Forecasting – Running Forecasts – Reporting on Forecast Output – Adding Forecasts to Existing Reports (v2.202.1+) Related Guides: Nixtla TimeGPT Integration Note: Forecasting via Nixtla TimeGPT is available from v2.188.1+, but built-in functionality is available as of v2.208.1. […]
Optimising Reports to Improve Efficiency
In this guide we will cover: – Selective Data Retrieval – Join Recommendations – Subquery Alternatives – Minimising Use of Wildcard Characters Larger or more complex reports can potentially have slower loading times. This guide outlines a few key points to consider when writing reports to help combat this. Selective Data Retrieval Using a SELECT […]
Automatic HTML Additions to Reporting
In this guide we will cover: – Example of Automatic Additions – List of Column Names Automatic HTML additions can be added to reports to apply hyperlinks within certain columns. Example of Automatic Additions Halo supports the addition of hyperlinks on rows without the need for writing custom HTML for the report. The links are […]
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 […]
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 […]
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. […]