Deprecation of Summary Contains for Filter Profiles and Filters in Lists
Halo will be removing the ability to use the summary field as a filter in lists (by September for all customers, end of July for beta customers). In order to identify the affected filter profiles and lists, please use the following report: https://{YOURHALODOMAIN}/reports?mainview=onlinerepository&id=5556 For reference to the affected area of Halo: Fig 1. Create a […]
Useful Type lookups for writing SQL reports
The below list of Tables, Columns and References can be used when writing reports for table such as Devicechange or Userchange so that you can properly label the field that was changed. UserChange – UCFieldID Add = -1, SiteChange = 1, Inactive = 2, [ProRata] Delete = 3, ServiceAccount = 4, IgnoreAutomatedBilling = 5, PopUpNotes […]
Deprecation of DCDSite & DCDevNum from DeviceChange
This article details the deprecation of the ‘DCDSite’ & ‘DCDevNum’ columns from the DeviceChange table, and how to identify & address and affected entities The motivation for this change is to improve the performance of the platform, which is hindered by the inclusion of the (redundant) DCDSite & DCDevNum columns, found within the DeviceChange table […]
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 […]
