HaloPSA reporting guide

How to Get Client Reports
Out of HaloPSA

HaloPSA logs ticket volumes, SLA performance, agent activity, and CSAT scores across your client base. Getting that data into a formatted monthly client report means choosing between three approaches: the built-in Reports module, manual CSV export and formatting, or automated delivery through a third-party layer. This page walks through all three.

Get My Free Sample Report → Built from your HaloPSA data in 48 hours. No system disruption.
30–90 min per client using HaloPSA's Reports module each month
2–4 hrs per client with manual CSV export and formatting
$800/mo flat for fully automated delivery across your client roster with Roviret
Your options

Three ways to get reports out of HaloPSA

Option 1

HaloPSA Reports module

How it works

  1. Go to the Reporting section in the main navigation
  2. Click the New button (top right) and select Use Query Builder
  3. Choose an entity type such as Tickets
  4. Go to the Fields tab and add columns: ticket volume, SLA % met, response time, resolution time
  5. Add a filter condition: Client = [client name] and date range = previous calendar month
  6. Run the report, then export as CSV or print to PDF
  7. Send the output to your client manually
Time: 30–90 min per client (longer to build a custom report for the first time)
Best for: Internal ops reviews, not client-facing delivery
Limitation: Query Builder covers common use cases but complex reports require SQL knowledge. No automated delivery to clients.
Option 2

Manual export and formatting

How it works

  1. Go to Tickets in HaloPSA, filter by client and set date range to last month
  2. Click Export to download as CSV
  3. Open in Excel or Google Sheets
  4. Build a summary: total tickets, ticket categories, SLA compliance rate, average resolution time
  5. Add a trend chart showing ticket volume by week
  6. Write a 2–3 sentence narrative about the month
  7. Apply your logo and brand colors, then export as PDF
  8. Email the PDF to each client separately
Time: 2–4 hours per client per month
Best for: MSPs with 1–3 clients and a dedicated resource
Limitation: Does not scale. Quality varies month to month. Someone has to do it every month without fail.
Recommended
Option 3

Done-for-you with Roviret

How it works

  1. Fill out the contact form below to request a free sample report
  2. We sign an NDA before any system access is granted
  3. You provide read-only API credentials for HaloPSA
  4. We map your client accounts and configure data field mappings
  5. We build your branded report template with your logo and colors
  6. A sample built from your real HaloPSA data is delivered within 48 hours
  7. Full setup completes within 30 days
  8. Reports generate and deliver automatically at month-end, every month
Time to first sample: 48 hours
Full setup: 30 days
Cost: $1,500 one-time setup + $800/month flat for your full client roster
How it works

Your HaloPSA setup stays exactly where it is.

01

Connect to HaloPSA

We connect via HaloPSA's REST API using read-only credentials. NDA signed before any access is granted. We pull reporting data only and cannot modify tickets, workflows, SLA configurations, or any other record in your instance.

02

Build your branded template

We build your report template with your logo, colors, and data mapping across your client accounts. Reports look like they came from your company. Each client account type is mapped separately so the metrics that matter to their business are front and center.

03

Deliver every month, automatically

Reports pull from HaloPSA at month-end and go out on your fixed schedule. No one on your team exports data or formats a document. When HaloPSA updates its API, we handle any reconnection without you filing a support ticket.

Get My Free Sample Report →
What Roviret pulls from HaloPSA

Six data categories. All pulled automatically. None requiring manual export.

Ticket Metrics
Volume, priority breakdown, and trend vs prior month
SLA Performance
Response and resolution compliance per client
Agent Workload
Team productivity data summarized at the service level
Customer Satisfaction
CSAT scores if enabled in your HaloPSA configuration
Knowledge Base Usage
Self-service activity if applicable to your setup
Recurring Patterns
Repeat ticket categories and resolution trends over time

Get a free sample report built from your HaloPSA data

Tell us your PSA and RMM. We build a fully formatted sample in 48 hours. No cost. No disruption to your HaloPSA setup.

  • Direct integration with HaloPSA via read-only REST API
  • We cannot modify, delete, or write anything to your HaloPSA instance
  • NDA signed before any connection
  • Sample delivered in 48 hours
  • $800/month flat for your full client roster after $1,500 one-time setup
FAQ

Questions worth asking before you fill out the form.

Does Roviret integrate with HaloPSA?

Yes. HaloPSA is a supported PSA integration for Roviret. We connect via HaloPSA's REST API using read-only credentials. No platform changes are required, and no HaloPSA Marketplace add-on is needed. The connection is entirely read-side.

What HaloPSA data appears in client reports?

Ticket volume and priority breakdown, SLA adherence by response and resolution time, agent workload summaries, CSAT scores if enabled, knowledge base usage if applicable, and recurring ticket patterns. The exact fields depend on your HaloPSA configuration and are mapped during setup.

Does Roviret change anything in my HaloPSA setup?

No. Read-only access only. We cannot create, modify, or delete anything in your HaloPSA instance. An NDA is signed before any connection is made, and your credentials are used solely to pull the reporting data needed for client reports. Nothing in your configuration is touched.

How long does HaloPSA reporting setup take?

A free sample report built from your HaloPSA data is delivered in 48 hours. Full production setup covers the API connection, data mapping across your client roster, and your branded template build. The one-time setup fee is $1,500 and the process typically completes in 30 days. After that, reports run automatically each month for $800 flat.

What integrations does Roviret support alongside HaloPSA?

For PSA, Roviret supports HaloPSA, ConnectWise Manage, and Autotask. For RMM, we support NinjaRMM, Datto RMM, and N-able. If you run HaloPSA alongside one of those RMM platforms, both data sources feed into a single client report.

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