Configuring Custom Appearances in Reports (using HTML)

In this guide we will cover: – Using HTML to Customise Report Appearance – Example Report/Basic HTML Blocks – Advanced Edits Using HTML to Customise Report Appearance In the reporting suite, click into the desired report and the "Appearances" tab. Check the checkbox, "Customize Table HTML" to get started. From here you will notice four boxes/blocks […]

Charts and Graphs in Reports

In this guide we will cover: – Adding a Chart – Displaying Charts in Scheduled Reports – Types of Chart – Trendlines – Labels Admin Guides: General Settings (Reporting) Related Guides: AI Report Builder Halo In-App Dashboard Reports and Scheduling  Report Builder  Report Data Sources Using the graphing function can provide powerful visual insight into […]

A Quick Guide to Scheduling Reports

Related Articles: Reports screen explained Reports and Scheduling Scheduled reporting is a tool that can email reports to relevant parties on specified schedule. This can be anything from SLA stats on tickets raised/closed in a period to managerial staff all the way to a daily breakdown of agent hours and interactions in the day. To […]

The Report Screen Explained

The core elements of the report screen detailed. Related Articles: Scheduling reports Adding new reports System and Custom Fields The reporting feature is a very powerful tool which allows you to explore your Halo database in full. With this it is possible to view metrics specific to your service desk, interpret this information and subsequently […]

Reports and Scheduling

The following video explores Ticket Reporting and how you can configure actions to generate reports from within a ticket. For Portal Users: Video Link – Ticket Reports                                                               The following video explains the side pane dashboard feature and how to customise it to include your followed tickets. For Portal Users: Video Link – Side Menu Dashboard With […]

Restricting Agent Reporting Access

In this guide we will cover:  – Setting Agent Restrictions for the Reporting Module – Setting Agent Restrictions for Specific Reports – Setting Restrictions for the Types of Reports Agents can Create – Reporting with Sensitive tickets Setting Agent Restrictions for the Reporting Module If you would like certain agents to have no access to the […]

Creating a Report From an Action

In this guide we will cover: – 'Generate Report' System Use – Use on a Ticket – Filtering the Report with Variables 'Generate Report' System Use To create a report in a ticket you can use an action with the system use 'Generate Report'. When creating an action (Configuration > Tickets > Actions > Details) […]

AI Report Builder

In this guide we will cover: – What the AI Query Builder is – Writing a Prompt Admin Guides: General Settings (Reporting) Related Guides: Charts and Graphs in Reports Halo In-App Dashboard Reports and Scheduling Report Builder Report Data Sources What the AI Query Builder is The report builder uses an AI Assistant utilising the […]

Report Builder

In this guide we will cover: – Opening the Query Builder – Adding Fields – Adding Conditions – Generating the Report – Adding Filters – Saving the Report – Using the Report – Customising Fields (Sorting, Grouping, Count, Compare to previous period) – Using the Query Builder to create SQL Admin Guides: General Settings (Reporting) […]

Report filters in the URI parameters for report links

In this guide we will cover: – Date Filters – Text/Number Filters – Special Characters When linking to a report you can include filters as URI parameters. Date Filters When filtering on a date you can use the following parameters: reportingperiod : a number corresponding to the periods in the dropdown e.g. 0 for today […]