Included as Standard · No Extra Cost

Reporting & Dashboards
that actually tell you something.

700+ prebuilt reports. A zero-code query builder. AI-powered report generation. Interactive, drill-through dashboards. All included in every Halo ITSM licence — no reporting add-on, no BI licence required.

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700+ prebuilt reports
Zero code query builder
AI-powered report generation
Halo ITSM prebuilt reports library showing over 700 available reports
700+
Prebuilt reports
∞
Dashboards — no limit
0
Lines of code needed
£0
Extra cost — all included

700+ reports,
ready on day one.

Halo's report library includes over 700 curated reports — covering the SDI Best Practice set recommended by the Service Desk Institute, core ITIL KPIs, SLA compliance, breach analysis, agent performance, and more. Every report is configured, graphed, and ready to run without setup.

  • SDI Best Practice Reports — the full set recommended by the Service Desk Institute, included out of the box.
  • ITIL KPIs and metrics — incidents, problems, changes, requests, SLA targets, breach rates, and resolution times.
  • Add to your library — save any report to your personal library and access it instantly from the home screen.
Halo report library showing categorised list of prebuilt ITSM and ITIL reports
Halo ITSM zero-code query builder showing field selection and condition configuration
No code required

Build any report.
No SQL. No training.

The Halo Query Builder lets anyone create reports by selecting entities, fields, and conditions — no coding knowledge required. Rename columns, apply count, sum, or average operations, and group results automatically. If you can describe what you want to know, you can build the report.

  • Point-and-click field selection — choose entities, apply conditions, and define groupings without writing a line of SQL.
  • AI query builder — type a plain-English prompt and Halo's AI generates the query directly from the database schema.
  • Role-based access — reports can be restricted by role or team, and dynamically filter to show each user only their own data.

Every chart type.
Full SQL access too.

Customise any report's visualisation — bar charts, line graphs, pie charts, tables, or combined views. For technical users who need it, full custom SQL access is available against the Halo database. Both paths produce the same polished output.

  • Chart customisation — choose colours, chart types, and display options to match your reporting standards.
  • Custom SQL — for advanced users, write directly against the Halo database schema for complete flexibility.
  • PowerBI integration — connect Halo data directly to Microsoft PowerBI for enterprise-grade visualisation.
Halo ITSM report chart editor showing bar chart configuration options and preview
Halo ITSM scheduled report configuration showing recurrence options and email recipients

Reports that
deliver themselves.

Schedule any report to run and distribute automatically — daily, weekly, monthly, or on a custom schedule. Send directly to individuals, teams, or external stakeholders. Reports reach the right people without anyone having to remember to run them.

  • Flexible scheduling — set any recurrence and choose your delivery window to align with management reporting cycles.
  • Email distribution — send formatted reports directly to recipients inside or outside the platform.
  • SharePoint publishing — publish reports automatically to SharePoint or any external website.

Live dashboards.
For every team, every role.

Create unlimited dashboards — globally, per team, or per agent — each showing real-time metrics drawn directly from your live Halo data. Widgets are interactive: click any widget to drill through to the underlying tickets or report. No page refresh required.

  • 3 pre-configured dashboards — SLA health, end-user feedback, and ticket resolution data, ready from day one.
  • Unlimited dashboards — no cap on the number of dashboards, at no additional cost.
  • Drill-through widgets — click any metric to go directly to the ticket list, report, or individual record behind it.
  • Mobile-ready — dashboards and reports are fully accessible from any modern mobile browser.
Halo ITSM live dashboard showing SLA metrics, ticket volumes, and resolution statistics
Halo ITSM dashboard builder showing drag-and-drop widget layout interface

Drag, drop,
done.

Building a new dashboard takes minutes. Add widgets from the library, drag them into position, and choose which data source each one draws from. Publish globally, pin to a specific team's home screen, or set a personal default — no IT request needed.

  • Drag-and-drop layout — position and resize widgets freely without any technical knowledge.
  • Global, team, or personal — control exactly who sees which dashboard at login.
  • No performance impact — dashboards run against optimised data views and don't affect platform performance.

Everything in the reporting suite

All included. No add-ons. No per-report licensing.

700+ Prebuilt Reports
SDI Best Practice reports, ITIL KPIs, SLA tracking, and common service desk metrics — all configured and ready.
Zero-Code Query Builder
Build custom reports by selecting fields and conditions. No SQL, no developer, no training required.
AI Report Generation
Describe what you need in plain English. Halo's AI writes the query against your live database schema.
SLA Performance Reports
Track SLA compliance, breaches, response times, and resolution rates — by service, team, or time period.
Scheduled Distribution
Automatically run and email any report on any schedule. Publish to SharePoint or external sites.
Composite Reports
Group multiple reports into a single view for management packs and executive reporting.
Interactive Dashboards
Unlimited dashboards with drill-through widgets. Click any metric to reach the underlying tickets.
Role-Based Access
Restrict reports by role or team. Dynamic filtering shows each user only their own relevant data.
Audit Trail Reporting
Full audit logs on every ticket, asset, and system change — date, time, user, field before and after.
PowerBI Integration
Connect Halo's data directly to Microsoft PowerBI for enterprise-grade visualisation and analysis.
Mobile Access
All reports and dashboards are accessible from any modern mobile browser — no app required.
Time-Based Reporting
Build reports around response times, SLA windows, business hours, and custom time periods.

Common questions

About reporting and dashboards in Halo ITSM.

How many reports come out of the box?
Over 700 — including the full SDI Best Practice set, ITIL KPIs, SLA compliance reports, breach analysis, agent performance, and asset reporting. All pre-configured with graphs and ready to run from day one.
Do I need to know SQL to build reports?
No. The zero-code Query Builder lets anyone create reports by selecting fields and conditions. For technical users who prefer it, full custom SQL access is also available. Halo's AI query builder is a third option — describe what you want in plain English and it writes the query for you.
Can reports be restricted to specific teams or users?
Yes. Any report can be restricted by role, team, department, or site. Reports can also be configured to dynamically filter — showing each user only the data relevant to them, without needing separate report versions.
Is there a limit on the number of dashboards?
No. You can create as many dashboards as you need — globally, per team, or per agent — at no additional cost. Halo comes with 3 pre-configured dashboards out of the box.
Can I schedule reports to run automatically?
Yes. Any report can be scheduled to run and distribute via email on any recurrence — daily, weekly, monthly, or custom. Reports can also be published automatically to SharePoint or external websites.
Is reporting included in the standard Halo licence?
Yes, fully. There are no reporting add-ons, no separate BI licences, and no per-report charges. The entire reporting suite — including AI-powered report generation, unlimited dashboards, and scheduled distribution — is included in every Halo ITSM licence as standard.

See the reporting suite in your environment.

Book a demo with Allied ESM and we'll walk you through Halo's full reporting and dashboard capabilities — using your own use cases.

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Official Halo Partner

Allied ESM is a pure play Halo partner — licensing, implementation, consulting & managed services.