HaloITSM

HaloITSM Guides

Documentation to assist with the setup and configuration of the HaloITSM platform

Guides > Reports and Scheduling

Reports and Scheduling

The Halo reporting suite is effectively a friendly, front end of your Halo database. You can extract virtually any information from your database with a SQL query and subsequently export raw data for analysis in an external piece of software e.g. Excel.


Your reporting suite comes with an extensive list of out-of-the-box reports. There is also an online repository with even more reports you can download from to add to your own set of reports. This is accessed by clicking 'Online Repository' as below:



Custom Reports


We offer a report writing service as part of the support we provide but any large bespoke reports may incur a fee for the work to be done. More often than not we can provide a report free of charge or one is available in our online repository that we can point you to.


Writing your Own Reports


If you have the required knowledge or wish to learn you can write your own reports in the reporting suite. The Halo reporting suite is read-only access and as such you cannot delete, edit or change the data from here. 


We provide two schemas, maps of the database, and a short documentation piece for this purpose:

The SQL management engine we support and use is Microsoft SQL Server so anything you may need regarding writing your own queries will be available under that syntax and often freely available on the internet.


Reports can be printed, exported to CSV, sent via email, or scheduled to send automatically.


You can also use custom PDF templates when printing reports. See our PDF template guide for more information.



(Released in version 2.103.1) - You can now add Trend Lines to your charts in reports:





Scheduled Reports


Scheduled reporting is a tool that can send reports via email to relevant parties on a specified schedule. This can be anything from SLA stats on tickets raised/closed in a period to managerial staff, all the way to a daily breakdown of agent hours and interactions in the day.


These can be set by editing the given report heading to the scheduled emails section and clicking the ⊕ symbol and filling in the relevant form as necessary.


The days of the week scheduling is self-evident, send every Monday at 09:00 for example.


This screen is a little more involved:

  • "Send on this month" being the calendar month's number with 0=Every Month, 1 = January, 2 = February etc. 
  • Repeat months being repeat every X months.
  • Repeat years being repeat ever X years.
  • Days ahead of schedule meaning you can set a report to send say on the 1st of every month but schedule it one day ahead to be the report for the month up to the last day exclusive. 

If "Send on this month" is 0 then the schedule will ignore repeat months.


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