Workspace
4 guides
Halo In-App Dashboard
This article provides a comprehensive guide on creating and managing in-app dashboards in Halo. It covers topics such as adding and customizing widgets, setting dashboards on the home screen, filtering data, and using custom CSS for styling. The guide also explains various widget types like Ticket List, Report Data, and Report Chart, and details how to configure charts within dashboards. Additionally, it discusses syncing changes between instances and tracking changes to dashboards for version v2.212.1+. The article is designed to help admins and agents effectively visualize and manage data through accessible dashboards.
Languages
This guide explains how to manage language settings within the Halo platform. It covers steps for changing an agent's language, setting a default language, and customizing language options. Users can import or export language packs, and adjust individual terms through the language configuration settings. Custom translations can also be added, and specific fields can be translated using an 'Add translations' shortcut. This allows flexible and precise control over language settings to suit organizational needs.
Navigating The Reporting Suite
This article provides an overview of the Halo reporting suite, which is essential for monitoring KPIs and progress. It explains how to navigate the reporting module, use default reports, and utilize the online repository for additional report options. The guide walks through report details, data source configurations, and customization options like fields, charts, appearance, and scheduling emails. It also covers creating dashboards to display important reports on Halo's landing page, enhancing accessibility and efficiency for users.
Report Builder
This guide explains how to use the Query Builder function in the reporting suite to create custom reports without SQL knowledge. The article covers steps such as opening the Query Builder, adding fields and conditions, generating the report, applying filters, and saving it. It also provides customization options like sorting, grouping, and using count fields. Additionally, it describes how to create SQL queries using the Query Builder for users with SQL knowledge and provides guidance on report usage and customization.