ElegantInsights

HaloPSA reports, in plain English.

Ask a question, get a production-ready SQL report for your HaloPSA, HaloITSM, and HaloCRM data, no SQL required.

Here's everything you need to get the most out of ElegantInsights.

Get startedTips for great results

Try asking

“Show all open tickets grouped by agent”“Last month's SLA breaches by client”“Time logged per client this quarter”“Assets with warranties expiring in 90 days”
Getting startedCreate your account, verify your email, and set up MFA.AI settingsTune how the assistant writes SQL and formats responses.Getting the best resultsPhrasing requests to produce accurate reports first time.TokensPer-chat and monthly limits, and how to make them go further.Reporting a bugSend feedback or a bug report straight from the app.FAQQuick answers to the most common questions.

What ElegantInsights does

You describe the report you want in plain English. The assistant generates a SQL query tailored to HaloPSA, which you can run to produce the report. It understands the Halo database schema, your configured preferences, and the patterns that work with the Halo reporting engine, so you get a working query, not just a guess.

Use the search box at the top of the sidebar (or press ⌘/Ctrl + K) to jump straight to a topic.


Sign up & secure your account

Create your ElegantInsights account, verify your email, and optionally turn on multi-factor authentication.