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 Associated Administrator Guide: Custom Tabs The following entities can have a custom tab against them containing a dashboard: Tickets Customers Sites Users Contract Sales Orders Purchase Orders […]
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. […]
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 […]
Direct SQL Connection Deprecation
Database Access Changes: Currently, we allow direct SQL connections to the Read-only copy of customers’ databases. However, to enhance security and streamline processes, we will be phasing out direct SQL connections. This change is part of our ongoing efforts to strengthen data protection and access controls. If you have any concerns or questions about this […]
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 […]
