General Reporting Information

(HH:MM) Conversion of a field in SQL to Hours and Minutes

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.

Charts and Graphs in Reports

This article provides a comprehensive guide on incorporating charts and graphs into reports for better data visualization. It covers the process of adding charts, customizing their appearance, and features like trendlines and labels. Various chart types such as bar, line, pie, and funnel charts are discussed, including their use cases. The guide explains how to set up schedules for including these charts in reports and how to use different visualization tools to present business data effectively. Emphasis is placed on customizing charts to suit specific reporting needs.

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.

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

Database Reporting Functions

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

Making Reports Show Viewer Specific Information

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 Colour Palette Based on Brand Colour

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.

Reporting Variables

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

SQL For Auditing Passwords

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 Volumes and Forecasting

This article provides a comprehensive guide on ticket forecasting, using historical ticket volume data to predict future inbound volumes. It covers configuring and running forecasts, utilizing the Nixtla TimeGPT integration for more accuracy, and reporting on forecast outputs. The guide includes steps for configuring ticket volume tracking, setting up forecasts, choosing forecasting models, and adding forecasts to reports. The article outlines using moving average, linear regression, and other methods while offering tools for visualizing data in charts and tables. New features enable configuring reports to display predicted values, enhancing reporting capabilities.

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.

Useful Type lookups for writing SQL reports