<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p><strong>In this guide we will cover:</strong></p><p><strong>- Downloading Data Sources from the Online Repository</strong></p><p><strong>- Using Data Sources to create Reports</strong></p><p><strong>- Editing Data Sources</strong></p><p><br></p><p><br></p><p><strong>Admin Guides:</strong></p><ul><li style="font-weight: bold;"><a href="https://usehalo.com/haloitsm/guides/1851/" target="_blank" rel="noopener noreferrer"><strong>General Settings (Reporting)</strong></a></li></ul><p><br></p><p><strong>Related Guides:</strong></p><ul><li style="font-weight: bold;"><strong><a href="https://usehalo.com/haloitsm/guides/1777/" target="_blank" rel="noopener noreferrer">AI Report Builder</a></strong></li><li style="font-weight: bold;"><strong><a href="https://usehalo.com/haloitsm/guides/917/" target="_blank" rel="noopener noreferrer">Charts and Graphs in Reports</a> </strong></li><li style="font-weight: bold;"><a href="https://usehalo.com/haloitsm/guides/1249/" target="_blank" rel="noopener noreferrer"><strong>Halo In-App Dashboard</strong><br></a></li><li style="font-weight: bold;"><strong><a href="https://usehalo.com/haloitsm/guides/887/" target="_blank" rel="noopener noreferrer">Reports and Scheduling</a></strong></li><li style="font-weight: bold;"><a href="https://usehalo.com/haloitsm/guides/1563/" target="_blank" rel="noopener noreferrer"><strong>Report Builder</strong></a></li></ul><p><br></p><p><strong><span style="font-size: 14pt;">Downloading Data Sources from the Online Repository</span></strong></p><p>Opening the "Online Repository" in the reporting suite is where a number of pre-made reports can be found, but additionally data sources that be used to easily create your own. Upon opening the repository, these will show at the top, and are indicated by a save icon in their name.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImI1MWE1YmUxLTAzYTctNGVjYi1hZGIyLTc3OGQ4YzI1M2U3OCJ9.BzVmz2QWtfX6GUDXV7_Ft9K_-R_c8hMN423p-Vu6FoU" class="fr-fic fr-fil fr-dib" width="983" style="width: 985px; height: 840.2px;" height="840"></p><p><strong><span style="font-size: 10pt;">Fig 1. Data source list.</span></strong></p><p><br></p><p>Opening one and clicking the "Save Data Source" button will save this to the "Data Sources" area.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjlhOTdkMWRhLTkyZjMtNDE5MC05M2Y3LWFlYjFhNTBkMWE4YyJ9.nvuJ374PcnBsAm46trrGw914Ay5eYKc2FJoDYdmmjSk" class="fr-fic fr-fil fr-dib" width="985" style="width: 987px; height: 566.054px;" height="566"></p><p><strong><span style="font-size: 10pt;">Fig 2. Saving the data source.</span></strong></p><p><br></p><p>In the "Reports" area, you can then click "New" to create a new report as normal.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjNjMjkzZmFmLTcxNjYtNGI1Yy1hMGZiLWVlMGU4N2FhZTcyMCJ9.65QToisOzOZTN1ScFoFsf5SFlmsUuk7vOG41Ija_MEk" class="fr-fic fr-fil fr-dib" width="985" style="width: 987px; height: 564.747px;" height="565"></p><p><strong><span style="font-size: 10pt;">Fig 3. Creating a new report.</span></strong></p><p><br></p><p>In the "Data Source" tab, you can select the downloaded one in the dropdown.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQ1ODMxYTE4LTM2MjQtNGFlZC05ZGZiLTczMWYxNzI3MmNhZSJ9.nzzzynwd8tUs7XYerN6WWw4w-D4-dwyP9WEsFqg3eIA" class="fr-fic fr-fil fr-dib" width="982" style="width: 984px; height: 348.064px;" height="348"></p><p><strong><span style="font-size: 10pt;">Fig 4. Selecting the new data source.</span></strong></p><p><br></p><p><strong><em>Note: From here onwards, the process works in a similar way to the query builder. It is recommended to read the "Report Builder" guide linked at the top of this one for a more in-depth explanation and how filters, etc, can be added.</em></strong></p><p><br></p><p>In the "Fields" tab, you can then select the fields you wish to add to the report using the "Add" button.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImU3NGRmMmIxLWRjNjItNDMxZC04NTdmLWZlNjdhZDdiZmNhMCJ9.E7UF6A5L_EW4xn6kecmp_0X--mJjeyK8iFyn2lY71TA" class="fr-fic fr-fil fr-dib" width="982" style="width: 984px; height: 338.496px;" height="338"></p><p><strong><span style="font-size: 10pt;">Fig 5. Fields tab.</span></strong></p><p><br></p><p>You can then added the fields you wish to show in the report here.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjJiOGZiNzU0LTYxODQtNGRjZi1iNzY2LWQ1ZjlhMDJmMmQ3YiJ9.-mVFXcOcdvBhpbnKc9keG2nfigdHByTsn-7JUq4J1TY" class="fr-fic fr-fil fr-dib" width="591" style="width: 593px; height: 222.446px;" height="222"></p><p><strong><span style="font-size: 10pt;">Fig 6. Selecting the fields.</span></strong></p><p><br></p><p>Upon saving, the following screen will show. If you hover over the field, the dotted icon will appear. This allows you to drag-and-drop the fields to rearrange their order.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImY3MzRlZTdhLWE4ZjktNGZmZS1iZWQyLTNkNWJkMjM3MTQ0MyJ9.Oa9Q-mysADkR8XvXEidlyMgp0LlsT_snspgwD_lrP54" class="fr-fic fr-fil fr-dib" width="985" style="width: 987px; height: 512.557px;" height="513"></p><p><strong><span style="font-size: 10pt;">Fig 7. Changing field order.</span></strong></p><p><br></p><p>You can also click the pencil icon to customise the fields with options to sort, group, sum, etc. The report builder guides goes through each of these uses in more detail.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRkZjkzMDAzLTI0MjUtNGRkOS05YjYxLWE3NTEzN2RhMjNlYSJ9.rMyIm-vVf2WbGikJjVxxIyBgNRbVyB2tGJjOy10rKPs" class="fr-fic fr-fil fr-dib" width="653" style="width: 655px; height: 556.561px;" height="557"></p><p><strong><span style="font-size: 10pt;">Fig 8. Customise Fields popup.</span></strong></p><p><br></p><p>You can then "Load Report"/"Refresh Report" to see how this looks like now, and edit as required.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjAxZjJlOTM3LTEzNTQtNDg2Ny05ZTBmLWIzNjgzMzRmYWNlNSJ9.htfZDIk9zkrJyCPMJIyBfE86AC1KePkBpIWdAKZC_y0" class="fr-fic fr-fil fr-dib" width="990" style="width: 992px; height: 726.573px;" height="727"></p><p><strong><span style="font-size: 10pt;">Fig 9. Loading the report.</span></strong></p><p><br></p><p>I have decided I wish to group by report by the Agent column, so have gone back to the Fields tab to add this.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjBmMTgxZDE2LTgxYjQtNDA0YS05NTlmLTU5ZGIyMzQ2NDkwNSJ9.VYJSLssABZTNYYXAis2NlTxE_kfCNn2RumxJhniw5XY" class="fr-fic fr-fil fr-dib" width="720" style="width: 722px; height: 607.927px;" height="608"></p><p><strong><span style="font-size: 10pt;">Fig 10. Grouping by the Agent column.</span></strong></p><p><br></p><p>Upon saving that change and refreshing the report, it is now grouped by agent in expandable dropdowns.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjU5NTM2MjBmLWMzYzktNGM3NS05MTVhLTAxOGNjNDlkMTE4NCJ9.Obp2w3_FtkcrQAXqF2zAunqj2UeBHDqen2IccV7bGVA" class="fr-fic fr-fil fr-dib" width="988" style="width: 990px; height: 723.513px;" height="724"></p><p><strong><span style="font-size: 10pt;">Fig 11. Report after grouping.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Editing Data Sources</span></strong></p><p>Data Sources can be edited as they are presented as a large SQL Query. However, you will be faced with a warning upon doing so that this may affect reports downloaded from the Online Repository in future. The "Other Uses" tab shows when editing to show which reports will be impacted upon doing so.</p><p><br></p><p>In general, it is recommended to "Save as New" and create a new report instead to edit these.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImNkNTJlZjUwLWJlNjAtNDI0ZS1iYTQ0LTcwMzllMDFmNjIxYiJ9.5z7u_jJ1PjNh7nbFw0p6H68GAVVA30sptfD8tv9xfTE" class="fr-fic fr-fil fr-dib" width="1115" style="width: 1117px; height: 341.555px;" height="342"></p><p><strong><span style="font-size: 10pt;">Fig 12. Where the Data Source has been used.</span></strong></p><p><br></p>
