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
๐น Connor is providing a video on reports in HaloPSA and shows how to make them.
๐ Basic report creation in HaloPSA.
๐ ๏ธ SQL schema access for data correlation.
๐ Understanding table relationships.
โ๏ธ Custom SQL queries using SELECT statements.
๐ Joining tables for comprehensive reports.
๐ Filtering data for specific insights.
๐ก Future plans for expanding reporting skills.
Key Insights
๐ Learning SQL enhances reporting skills: Investing time to understand SQL can significantly improve your ability to create tailored reports in HaloPSA.
๐ SQL schema as a valuable resource: Accessing the SQL schema helps users identify how data tables link, making navigation easier.
๐งฉ Table relationships matter: Recognising how different tables relate is crucial for accurate report generation and data analysis.
โจ The power of JOIN operations: Using JOIN statements effectively combines data from multiple tables, leading to richer insights in reports.
๐ฏ Filtering makes reports actionable: Filtering data directly in reports allows users to focus on specific information, enhancing usability.
๐ Building upon foundation: Continuous learning and practice can lead to more advanced reporting capabilities over time.
๐ค Community support is essential: Engaging with forums and support channels can aid and enhance your reporting skills.

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