Reporting and Dashboards

Adding a page break (page-break) in the HTML for PDF documents (IronPDF)

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

Automatic HTML Additions to Reporting

The article discusses adding automatic HTML hyperlinks to reports, enabling easy navigation via clickable links in certain columns like Tickets and Assets. It lists column names that support hyperlinking, such as 'ticketid' and 'assetid', and explains how to apply these hyperlinks without custom HTML. The guide also offers instructions for renaming ticket or asset entities in column entries to maintain functionality, allowing flexibility in report customization.

Common SQL Tables and Joins

This guide provides an overview of common SQL tables and joins, organized by reporting categories such as tickets, SLAs, budgets, customer details, agents, contracts, assets, and more. It highlights significant tables within various schemas like ITSM, PSA, and CRM. For each category, the article explains how tables are joined and details the commonly used columns. The guide serves as a resource for constructing reports on areas like tickets, service agreements, customer information, items, sales orders, and invoices by showcasing example joins and data extraction methods.

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.

Consignment PDFs

Creating a Report From an Action

Dashboard Publishing Guide

Database Reporting Functions

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.

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.

How to Use Custom CSS and HTML on Halo Reports

This article provides a guide on customizing Halo report tables using HTML and CSS. It details steps to customize tables, including enabling 'Customize Table HTML', and describes how to implement various HTML structures for table headers, rows, groups, and total rows. The guide also explains how column header aliases become dollar variables, necessary for integrating report data. Additionally, the article covers styling report tables and the option to pin horizontal scrollbars to the bottom for reports exceeding page width.

Link Excel to Halo Report

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.

Optimising Reports to Improve Efficiency

This guide provides methods to enhance report efficiency by optimizing SQL queries. Key recommendations include avoiding SELECT * statements to fetch only necessary data, using indexed columns for filters, and preferring JOINs over LEFT/RIGHT joins and subqueries for better performance. It advises minimizing the use of wildcard characters as they demand more processing time, suggesting the use of specific filters like user IDs instead. Examples illustrate how these practices can lead to faster report generation and improved query performance.

Pulling Report Data into a PDF template

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.

Report Colour Palette Based on Brand Colour

Report Data Sources

This guide explains how to download, use, and edit data sources for creating reports. Users can access pre-made data sources from an online repository, save them, and use them in their reports. The process involves selecting fields, customizing, sorting, and grouping them as needed. The report builder's functionality is similar to a query builder, allowing modifications to the order and appearance of fields. Editing data sources is possible but may impact future reports, so it's recommended to save as a new report. The guide includes detailed steps and visual references.

Report filters in the URI parameters for report links

Report Online Repository

This article guides users on how to utilize the 'Online Repository' within Halo. It explains the process of downloading and managing pre-made reports and data sources. Users can browse the repository, preview reports, and download them for use in their system. The guide also covers editing SQL and customizing filters for reports. It further details how to use downloaded data sources to create new reports, providing users with comprehensive tools for report building and management.

Reporting Access Control

This article provides guidance on managing access control for reports, introducing three methods for restricting report access in version 2.208.1 and later. Access control can be applied to report groups, data sources, and composite reports, with permissions determining editing capabilities. To set properly, saved reports must be edited to adjust access levels. Agents may have permissions to create reports or data sources, with access options tailored at the group, report, or source level. Detailed steps for applying access controls are included for report groups, composite reports, and data sources.

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.

Service Desk Incident Reports - Available Out of the Box

Start to Finish: Project Dashboards

Statistics Tables

The article provides a guide on creating and using Statistics Tables, which are custom tables for capturing point-in-time data through regular SQL queries. It explains how to set up these tables, write SQL queries, configure table schemas, and schedule data captures for intervals like daily, weekly, or monthly. The guide also details how to generate and test the initial data set, and how to use the data in reporting scenarios. Statistics Tables simplify complex reports and prepare datasets for forecasting.

The Report Screen Explained

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.

Use AI to Analyse Report Data

This article provides instructions on using AI for report data analysis. It details enabling AI report analysis, analyzing reports, and reporting on summaries. To activate AI analysis, configure your system's AI settings and set the maximum data size. Once a report is selected and analyzed, a summary is generated which can be shown or hidden. These summaries can be reported on using SQL queries and can be included in Report PDFs by enabling specific report settings. The feature is available for version 2.212.1 and later.