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Reports and How to Use them in HaloPSA

Reports and How to Use them in HaloPSA

Summary

A quick guide on creating basic reports in HaloPSA, emphasising SQL schema navigation and report building techniques.

Highlights

  • ๐Ÿ“น Connor is providing a video on reports in HaloPSA and shows how to make them.

  • ๐Ÿ“Š Basic report creation in HaloPSA.

  • ๐Ÿ› ๏ธ SQL schema access for data correlation.

  • ๐Ÿ”— Understanding table relationships.

  • โœ๏ธ Custom SQL queries using SELECT statements.

  • ๐Ÿš€ Joining tables for comprehensive reports.

  • ๐Ÿ“ Filtering data for specific insights.

  • ๐Ÿ’ก Future plans for expanding reporting skills.

Key Insights

  • ๐Ÿ“ˆ Learning SQL enhances reporting skills: Investing time to understand SQL can significantly improve your ability to create tailored reports in HaloPSA.

  • ๐Ÿ” SQL schema as a valuable resource: Accessing the SQL schema helps users identify how data tables link, making navigation easier.

  • ๐Ÿงฉ Table relationships matter: Recognising how different tables relate is crucial for accurate report generation and data analysis.

  • โœจ The power of JOIN operations: Using JOIN statements effectively combines data from multiple tables, leading to richer insights in reports.

  • ๐ŸŽฏ Filtering makes reports actionable: Filtering data directly in reports allows users to focus on specific information, enhancing usability.

  • ๐Ÿ“… Building upon foundation: Continuous learning and practice can lead to more advanced reporting capabilities over time.

  • ๐Ÿค Community support is essential: Engaging with forums and support channels can aid and enhance your reporting skills.

Founder & Consultant.
author Connor Fagan Founder & Consultant

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