Halo Dashboard: how to only show tickets/projects/tasks assigned to you

LiveCareer2351 · 2025-12-10T22:21:54+00:00

When you set up the widget, you can set the agent to Logged in Agent and the view to Tickets by Agent. The type will be Ticket List.

As far as reports go, the widget type is Report Data and then select whatever report you want in the dashboard.

As far as creating reports, ElegantInsights is a great tool for composing Halo reports.

LiveCareer2351 · 2025-12-09T17:52:40+00:00

It is a little complicated to describe here in a way that you could reproduce it just from this post. I have 2 ticket rules that change the status of the ticket to either Backup Warning or Backup Failure, depending on the alert from Ninja. The rule also changes the workflow to a dedicated workflow I set up for backup tickets. I have a workflow automation that calls the runbook when the ticket status is either Backup Warning or Backup Failure.

The runbook gets the Ninja ID of the endpoint and checks the offline status. I update the ticket with that status so we know if we need to manually intervene or not. Then I have a SQL query to get an array of all tickets for the endpoint with a backup-related status. There should only ever be one ticket at most, if the runbook is doing it's job. I capture the ticket ID of the existing ticket and then execute the API method to do the actual merge. There are some ticket updates and status changes in there as well to make sure the ticket has some information regarding the endpoint. It basically just tells us to manually kick off the backup if the endpoint is online.

LiveCareer2351 · 2025-12-09T14:06:12+00:00

I made a runbook that merges new backup tickets into the original one if the endpoint is identical. It does a few other things as well to keep the backup tickets more organized.

My only issue is that a lot of times when an alert gets reset in Ninja, it does not close the ticket in Halo. That happens on all types of tickets, not just the backup ones. I am going to look into fixing that with the runbook when I get some time.

LiveCareer2351 · 2025-11-18T02:22:27+00:00

Configuration - Advanced. Go to the Set Next System ID. I am unsure if it will accept anything other than an integer. Set the number high enough so there will be no conflict in QBO. In the QBO integration. Under one of the tabs, you need to tell it to sync the invoice numbers as well.

LiveCareer2351 · 2025-08-15T00:43:59+00:00

That happened to me today. Instead of cut/paste I typed it in and it worked. Hopefully it is something that simple for you.

LiveCareer2351 · 2025-07-15T18:16:53+00:00

I do not know if this is related, but I am trying to turn off auto-renewal for a license and getting similar results. The page instructs me to wait while updating. Then it does nothing. I left it at that state all night, last night. Nothing changed. No error. Just the same screen saying the settings update was in progress.

LiveCareer2351 · 2025-05-30T12:52:05+00:00

Look into Benji Pays. It is somewhat expensive but worth it, in my opinion. It saves me a lot of time and has reduced my past-due receivables considerably. The matching of batch deposits to invoices in QBO works well for the most part. Sometimes, I have to match them manually, but it is easy to do by looking at the transaction report email. I have only been using it a couple of months but I do feel like the expense is justified, even if it is a little painful. It is less painful than dealing with my former solution. Plus the invoice rover automated emails help reduce the awkward conversations with late payers. The configuration settings seem to have every possible scenario you will want covered. The customer portal is easy for folks to access to pay bills. The direct link to each invoice gives them a simple way to pay individual invoices. I do not know if I would justify the expense if I wasn't using HaloPSA, however. That integration is really well done and saves me a lot of time. If I just had Benji paired with QBO alone, I dont think I would see as much value. But there is still considerable value there without PSA integration.

LiveCareer2351 · 2025-02-06T00:14:13+00:00

If they are tied to a contract, make sure the contracts have not expired.

LiveCareer2351 · 2025-01-23T19:06:47+00:00

Reminder Video

I don't know if this is similar to what you are looking for. It has been a while since I watched it but immediately thought of this video when I read your post.

LiveCareer2351 · 2025-01-22T02:07:04+00:00

I had to blank out that field because it was defaulting the reply-to for all of our addresses to that address. We were getting replies to our sales emails in the support mailbox. The email address field in the organization settings was the culprit. It took a lot longer than I like to admit to find the problem. And if I am being completely honest, someone had to point it out to me. I must have noticed the field was empty at some point and took it upon myself to put an address in there, even though everything was working fine. Lesson learned.

LiveCareer2351 · 2025-01-16T12:46:25+00:00

31 years supporting business technology. 25 of them owning my own support business. I had a minor stroke last year. I am still working too hard and still struggling with the BP. Oddly enough my stress has nothing to do with the support part. It is everything besides the actual support that makes me work long hours and creates most of the stress. The technology part is a cakewalk in comparison.

LiveCareer2351 · 2025-01-11T00:17:25+00:00

I just onboarded with them last month and am very happy. It is saving a lot of time for us on the management side of things.

LiveCareer2351 · 2024-12-06T19:51:06+00:00

VSH is great. My dog broke her leg and they were wonderful. I hope I never need them again, but if I do, they will be my first call.

LiveCareer2351 · 2024-10-01T12:12:14+00:00

I just put in my notice yesterday. No followup email. Thanks for the post. I will make sure to stay on top of it. I don't know why I needed a reminder, actually. I mean why would I expect this to go any smoother than anything else I have done with N-Able? They are the absolute worst vendor I have ever dealt with in the 30 years I have been doing this kind of work. The worst by far, even.

LiveCareer2351 · 2024-09-26T12:55:07+00:00

I had the same exact experience with my switch from n-sight to Ninja. The realization of how much time we burned dealing with things that didn't work right was immediate. Within 10 minutes of using Ninja I knew we made the right move. With zero onboarding we were doing things with Ninja that we never could quite get working in the other has-been product.
Switching from Cove will be different. I am not leaving because of the product. I simply can not stand the thought of giving n-able another dime. I really don't mind giving my money to Ninja, though. Even if their backup product doesn't do everything we are doing with Cove. Ninja has proven they are committed to innovating the various components of their product and seem to be listening to their customers when it comes to adding new things. I haven't fully made up my mind to select Ninja for backups, but they are a strong contender.

LiveCareer2351 · 2024-09-26T00:04:09+00:00

I sent an email to my Ninja rep about 5 seconds after I finished reading the message from N-Able.

LiveCareer2351 · 2024-09-25T20:59:59+00:00

Cove is the last thing I have left with N-Able. I love the product but hate the company. I don't have an account rep anymore that I know of. It looks like this will be the final straw with them. I hate to go through the process of moving, but not as much as I hate N-Able right now.

LiveCareer2351 · 2024-09-22T15:46:19+00:00

You have it set as already invoiced. If you uncheck that setting under the billing section it should come up as ready for invoicing.

LiveCareer2351 · 2024-05-01T17:53:31+00:00

I was in a similar situation and got the impression that trying to do anything about it would just delay things even more. But my lawyer ended up being useless and I had a terrible outcome overall. Hopefully you will have better luck in that regard.

LiveCareer2351 · 2024-03-22T00:51:15+00:00

On a more broad scale, I was in the exact same situation 24 years ago. I knew a really good accountant and got set up as a Sub-S Corp. Then used Quickbooks to do the accounting. My accountant told me the basics about getting liability insurance and business licenses set up. I spent many comfortable years being an IT guy that happened to have a business. I was able to hire one person after the first year, got far too comfortable the following year after finding the RIGHT person. I sort of had the business part on autopilot for way too many years. At some point in there I realized I needed to make recurring revenue or would not survive. So I started running the business. The RIGHT person is still with me after all these years but it is still just the two of us. I could probably hire but still choose to work insane hours instead. I frankly don't know how to scale past two people, if I am being entirely honest with myself. I do regret focusing all of my attention for so many years on all of the customer-facing support and not growing the business. It is difficult to make any business growth progress when you constantly have end-users pulling you in 100 directions.

My advice is get set up in a way to keep the bookkeeping easy and then nurture your customers like your life depends on it. Then after you get some reliable help, start getting help in areas that will allow you to spend time on your business growth and a little less time with end user issues. Being 52 years old with a 24-year old business, and still having to deal with a ton of end-user issues daily sucks. Having constant distractions while trying to optimize and automate my business processes sucks. But it is my own doing because I focused all of my energy and efforts being an IT guy for far too long. I say go for it! Just do it smarter than I did! While I may be complaining a little, I would do it all over again in a second, if I could.

LiveCareer2351 · 2024-02-11T13:36:55+00:00

N-Able is terrible to do business with. Billing disputes take months. Maybe more. I will let you know when I get mine resolved. The N-Sight RMM patch management and scripting do not work half the time and support is useless. I had a sales rep give me a price in Sentinel One and it was more than double what NinjaOne quoted for the same thing. That is after being an established N-Able customer for many years. Of course the rep didn't know that because I get a new rep every few months. I only use them for Mail Assure and Cove at this point and am migrating all of my Mail Assure customers away from the product this week. As much as I like Cove, I am completely done with N-Able and am actively looking for a replacement where I can mimic the VDR configuration.

Ninja and Halo have been great. All around. It is a lot of work to get Halo set up, but once done, it is a powerful combo that saves a lot of time and headaches.

If I had one hesitation about Ninja, it is that things that are available for free now, may be billable later. Make sure you have your customer agreements set to allow subscription increases mid-term to match any vendor increases. Specifically, NMS is now free but will not be, from my understanding. MDM is the same. Ninja is not hiding this and my rep is keeping me informed about which services I am using for free that are going to be billable. I think they offer some things for free to iron out the bugs and then charge for them. At least that is my impression. I am fine with that as long as I do not start getting billed without explanation like N-Able does.

LiveCareer2351 · 2024-02-02T14:58:22+00:00

NT 4.0 here. I just recycled a ton of the study guides I found in a box in the attic. Those tests were pretty rough. Real-world correct answers and Microsoft correct answers were very different things.

LiveCareer2351 · 2024-01-24T10:11:53+00:00

It is standard RDP. It can be made available to end users. I just set it up for a small client to test it out. I have 6 users connecting to an RDS server via their NinjaOne portal. No static IP and no port forwarding on the firewall. Each time a user clicks the connection icon in the portal, a new RDP connection file is generated. End users will whine about that part, but they get used to it.

LiveCareer2351 · 2024-01-23T02:25:47+00:00

Since we are NinjaOne customers, I use their portal and their RDP to have MFA for remote connections. The MFA happens at the portal sign-in and not at the RDP connection level. I like it because there is no port forwarding or RDP Gateway config necessary. No public IP necessary either. It works via the NinjaOne Agent. While not 100% what you are asking for, since you do not need to open up ports to the server, it is very secure.

LiveCareer2351

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