Test Report
Runs the SQL on your live Halo data and shows the first five rows. They go straight from Halo to your screen, and the AI never sees them.
Needs Halo connected
"Show me all open tickets created this week"
How it works
AI Chat for HaloPSA.From question to Halo report.
Ask in English, get SQL immediately. Then test it on your live data and save it straight into Halo.
Live demo
One chat, start to finish.
Open tickets this week
You
Show me all open tickets created this week
Assistant
Here's every open ticket logged this week, with the customer and the agent it's assigned to.
The dates come from the report period you pick, so the same report works for any week.
Report Period:
Save to RepositoryQuery executed successfully. Showing 5 rows.
Report Created| Ticket ID | Subject | Customer | Agent | Date Created |
|---|---|---|---|---|
| 10482 | Printer offline on second floor | Northwind Ltd | Sam Patel | 2026-10-26 09:14 |
| 10479 | New starter laptop | Brightside Dental | Alex Reid | 2026-10-26 08:52 |
| 10471 | VPN drops every hour | Carter & Moss | Sam Patel | 2026-10-26 08:31 |
| 10466 | Shared mailbox access | Hillcrest Academy | Jo Turner | 2026-10-26 08:05 |
| 10460 | Outlook not syncing on mobile | Northwind Ltd | Alex Reid | 2026-10-26 07:48 |
Type your message...
After the reply
Finish it your way.
Create Report
Give it a name and it's saved in Halo, in the ElegantInsights Reports group, ready to run.
Needs Halo connected
Copy
Puts the SQL on your clipboard. Paste it into Halo yourself, or keep it for later.
No connection needed
Before you start
Good questions.
Do I need to connect Halo?
Only to test or create reports. Asking questions and copying SQL work without it. Connecting is a one-time setup on your Integrations page, for HaloPSA, HaloITSM or HaloCRM. How to connect Halo
Does the AI see my Halo data?
No. Test results go straight from Halo to your screen, and the AI never sees the rows. It writes the SQL from your question and Halo's database structure. More on your data
Will the SQL always be right?
Not always, and we won't pretend otherwise. That's what Test Report is for. If Halo sends back an error, it goes straight into the chat and EL's crew fixes the SQL.
Can I change the report after the first answer?
Yes. Reply in the same chat, like "add the ticket priority" or "only show Northwind", and EL's crew updates the SQL.
How is it charged?
Each chat uses tokens from your monthly plan. Longer chats use more, so start a new chat for each new report. See pricing
What does Save to Repository do?
It shares your query with the community repository, so other Halo users can use it too. You can hide your name and company.
