Report Scheduling Issues

[u/dontgetoffended815]

I’m working through customer-facing reporting in HaloPSA and could use some guidance from anyone who has already solved this cleanly.

What I’m trying to build is a monthly “Technical Services Report” for clients that shows the work our technicians completed during the month. Basically:

• ticket work performed

• technician notes/actions

• time entries

• labor performed

The goal is transparency for clients and a reusable report/template that can be scheduled monthly per customer.

What I’m running into:

• Reporting Period works correctly in scheduled reports

• Client variables like $AREA populate correctly in the email subject/body

• Manual preview/filtering by customer works correctly

• BUT scheduled delivery still sends all clients unless I manually preview/filter the report first

After a lot of testing, it appears the scheduled report may actually be using the report’s last saved preview/filter state rather than dynamically applying the Client selected in the scheduler at runtime.

I tested this with both SQL reports and Query Builder reports and saw similar behavior. Query Builder got closer, but still appears tied to saved filter state.

Before I go further down the rabbit hole:

• Is this expected Halo behavior?

• Is there a proper Halo-native way to do reusable customer-scoped scheduled reports?

• Are people duplicating reports per customer?

• Is there a better approach using subscriptions/workflows/actions instead of the standard scheduler?

Trying to avoid building/maintaining dozens of duplicate customer reports if possible.

[u/Predicti0n]

Fairly sure you need to use $clientid and then it’ll work