Halo AI Reporting Insights goes beyond charts and numbers. It reads your service desk data, flags anomalies, forecasts trends, and tells you what's actually happening — in language your team can act on immediately.
What is AI Reporting?
Halo already ships with a powerful reporting module — real-time dashboards, custom report builder, scheduled exports. AI Reporting Insights doesn't replace any of that. It adds a layer of intelligence that reads the data and tells you what it means: what's changed, why it changed, and what you should pay attention to next.
AI generates written summaries of your reports. Instead of reading a table, you read: "Resolution times improved 18% this week. The biggest contributor was a reduction in Network category backlogs."
AI monitors your metrics continuously and alerts you when something unexpected happens — a sudden SLA breach spike, an unusually high volume from one department, or a metric trending in the wrong direction.
Describe the report you need in plain English. Halo builds the query for you — no SQL, no report builder expertise, no waiting for an analyst.
Core Capabilities
From automated narrative summaries to natural language queries — AI Reporting Insights is built for every member of your team, not just your analysts.
After every reporting period, AI writes a plain-language summary of performance. Share it in your Monday morning meeting without formatting a single slide.
AI uses historical patterns to forecast volume, resolution time, and SLA performance — giving you the data to plan headcount and capacity ahead of time.
When a metric spikes, AI cross-references related data to surface probable causes — so you spend time fixing the problem, not finding it.
Ask Halo a question in plain English: "Which team had the highest SLA breach rate last month?" and get the answer instantly.
AI Query Builder
The AI Query Builder is one of the most immediately practical AI features in Halo. Describe what you want to know — 'Show me all P1 incidents raised in the last 30 days grouped by category' — and Halo builds the report query automatically.
It works with Halo's full data model. Tickets, assets, changes, problems, contracts — anything Halo tracks can be queried in plain English. No SQL, no JSON, no training required.
Beyond the service desk
Narrative summaries, anomaly detection, forecasting and plain-language queries run over whatever Halo holds. Because sales, customer service and managed services live in the same database as your tickets, they get the same reporting intelligence — without a second tool, a second licence or a second data warehouse.
“Which deals slipped a stage this month, and what are they worth?”
The same anomaly detection that spots a ticket spike spots a conversion rate falling away — and the same narrative summary explains why.
See Pipeline & opportunities →“Which customers' satisfaction scores dropped after their last escalation?”
CSAT, deflection and channel volume are just more columns. Ask the question in plain English and the report builds itself.
See Halo CSM →“Which contracts are consuming more hours than they are billing?”
Contracts, time entries and invoices sit in the same database as the tickets, so profitability questions get answered the same way.
See Halo PSA →AI audit trail
From Halo v2.236, anything created by AI is flagged as such in the reporting data. Tickets, actions and knowledge base articles each carry an AI-created flag, alongside the ID of the agent that produced them — so “how much of this did the AI actually do?” is a report, not an argument.
It covers all three routes into the platform: virtual agents on the chatbot, AI agents working in the background, and anything an external assistant does through Halo MCP.
80% of CX leaders say AI transparency will be a requirement for customer-facing AI within two years, and 95% of consumers expect an explanation for decisions made by AI.
Source: Zendesk, CX Trends 2026 (11,297 respondents, 22 countries; published 18 November 2025) — vendor research. View the release
AI activity — last 30 days
Illustration of an AI-activity report — not a product screenshot.
Industry Recognition
Halo was included in the September 2025 Gartner Magic Quadrant for AI Applications in IT Service Management, with AI capabilities specifically cited. Halo AI Reporting Insights is part of the same AI engine — available in every Halo licence at no additional cost.
FAQ
Book a demo with Allied ESM to see Halo AI Reporting Insights in action — from narrative summaries to the AI Query Builder.