Reporting

Adding Dashboards to Custom Tabs

This article provides a guide on adding dashboards to custom tabs, giving users the ability to display dashboards specific to certain entities like tickets, customers, and users. The guide explains how to create these custom tabs, configure dashboards, and filter dashboard data to show only relevant information for the selected entity, such as a specific customer or user. It also covers importing and exporting dashboards using JSON, as well as troubleshooting common issues with filters on dashboards.

AI Report Builder

Composite Reports

Configuring Custom Appearances in Reports (using HTML)

This article provides guidance on customizing the appearance of reports using HTML. It covers configuring report table headers, rows, grouping, and totals with HTML to enhance the display. It includes examples of inserting HTML blocks to modify appearance, such as adding hyperlinks to agent names via dynamic URLs, centering text, and changing text color in reports. The article also explains using SQL queries to expose necessary data for HTML customization and offers snippets for various HTML customizations.

Connecting Halo to BI Tools: Publish Profiles & Direct Database Access

This article provides instructions on using Publish Profiles in Halo to send report data to BI tools like Power BI and Postman. Users can create a Publish Profile, add reports for publication, and authenticate via basic or bearer methods. The guide explains accessing and connecting data in BI tools, setting up scheduled emails, and exporting reports to SharePoint. With Publish Profiles, users can easily manage large data sets without database access, ensuring seamless data transfer and integration with BI platforms.

Creating a Report From an Action

Document Management Area

The article provides a comprehensive guide to setting up and managing the document management module in Halo. It covers enabling and configuring the module, setting agent permissions, and navigating the documents area. Key features include uploading, editing, and managing document versions, with options for table or catalogue display views. Agent permissions can be set for varying levels of access, and folder access control can be enabled to manage who can view, modify, or own folders. The guide also explains how documents can be attached to tickets and actions using the module.

How to Restrict Users Access to Reports

This article explains how to control user access to reports within a portal. It details steps to make reports available in the portal, restrict access to specific reports, and make reports publicly accessible. Access can be limited by configuring visibility restrictions on portal buttons or setting user access permissions at different organizational levels. The article also describes how to publish reports via dashboards for public viewing and how to share raw report data while managing anonymous access settings to prevent unauthorized report sharing.

Link Excel to Halo Report

Pulling Report Data into a PDF template

Report Colour Palette Based on Brand Colour

Report filters in the URI parameters for report links

Reports and Scheduling

The article provides detailed guidance on how to effectively use the reporting and scheduling features within a service desk environment. It explains how to generate and customize ticket reports, utilize the side pane dashboard, and create reports using various tools such as SQL Query Builder. Users can schedule reports to be sent automatically to specified parties and configure reports to display viewer-specific information. The guide also offers tips on customizing report formats, managing report changes, and accessing an extensive online repository for pre-made reports.

Restricting Agent Reporting Access

The article provides a comprehensive guide on restricting agent access to reporting modules. It covers setting restrictions based on agent roles and individual profiles, controlling access to specific reports, and managing report groups. It also details how to restrict the types of reports agents can create by limiting data source access, and explains how to ensure agents only access data aligned with their permissions. Additional guidance is given on managing sensitive data and ensuring agents adhere to data visibility rules based on their roles and permissions.

Ticket Dashboards

This article provides a comprehensive guide on using Ticket Dashboards for organizing and displaying ticket information in a customized manner. It covers the benefits and methods of creating and configuring these dashboards, including how to add and display widgets for detailed ticket insights. The guide also explains the use of Reports, Ticket Details, and Custom HTML widgets, offers configuration tips, and outlines the process for customizing the dashboard layout for optimal ticket management and visibility within an organization.