ElegantInsights is an AI reporting assistant for HaloPSA, HaloITSM and HaloCRM. Ask for a report in plain English and get working Halo SQL in seconds, with no SQL skills needed.

Each query is written for Halo's database and reporting engine. Test it against your own Halo data from the chat, then save it as a Halo report in one click. A community library of tested Halo reports gives you a head start.

The Dashboard Builder (builds whole Halo dashboards. Describe the board you need, and ElegantInsights plans the tiles, writes and tests each report's SQL, then creates the reports and the dashboard in Halo. Click a row and the ticket or invoice behind it opens, so the board is ready to act on.

What the integration does:
- Connects through an OAuth application in your Halo instance, using the read:reporting and edit:reporting permissions. Tokens are stored encrypted.
- Runs each query read-only to test it before anything is created.
- Creates reports and dashboards in Halo only when you ask it to.

Built for MSPs and IT teams who want answers from their Halo data without writing SQL.