HaloPSA reporting vs Handover
HaloPSA has excellent built-in reporting for operational data. What it does not do is generate narrative client communication, automate weekly client emails, or produce QBR packs. Handover connects directly to HaloPSA and handles all of that — in 30 seconds.
The honest verdict: HaloPSA native reporting and Handover are not competitors. HaloPSA handles your operational data. Handover handles your client communication. The two work together — Handover reads from HaloPSA and pushes back into it.
What HaloPSA does vs what Handover adds
| Feature | Handover | HaloPSA Native |
|---|---|---|
| Narrative client reports | AI-generated prose client updates from live HaloPSA ticket data in 30 seconds | Ticket lists, SLA reports, and data exports — not narrative prose |
| Automated weekly client emails | Scheduled reports sent to clients automatically — set up once, runs forever | No automated client email sending |
| QBR pack generation | Complete QBR with executive summary, PowerPoint, and Excel from live HaloPSA data | No QBR pack builder |
| Push notes back to tickets | Generated notes pushed directly back into HaloPSA tickets via the API | HaloPSA is the source — no push-back needed |
| AI output quality | Trained on MSP delivery language — reads like a senior PM wrote it | No AI narrative generation |
| Custom field mapping | Maps HaloPSA custom fields into every report automatically | Custom fields available but not auto-mapped to report outputs |
| Week-over-week continuity | Tracks what changed — reports show progression not repeated status | No report continuity |
| Delivery health dashboard | RAG status per client, overdue ticket alerting, portfolio health view | Reporting available but not delivery-health focused |
| Client portal | Branded client login to view reports (Enterprise) | Client portal available via HaloPSA |
| HaloPSA Marketplace | Listed on HaloPSA marketplace — one-click install | Native — already in your instance |
Frequently asked questions
Frequently asked questions
Does HaloPSA have built-in reporting?
Yes. HaloPSA has extensive built-in reporting — ticket reports, SLA dashboards, time and billing summaries, custom report builders, and a client portal. These are designed for operational data visibility. They do not generate narrative client-facing communication — the kind of professional weekly update or quarterly business review that demonstrates value to a client and protects contract renewals.
Why do HaloPSA MSPs use Handover?
HaloPSA MSPs use Handover to automate the client communication that HaloPSA's native reporting does not produce. Handover reads live HaloPSA ticket and project data and generates professional narrative reports — weekly client updates, QBR packs, action logs, risk registers, and client emails — automatically. It also pushes the generated notes back into HaloPSA tickets, keeping the PSA history complete.
Is Handover listed on the HaloPSA marketplace?
Yes. Handover is listed on the official HaloPSA marketplace and has a native API integration with HaloPSA. The integration was built directly with the HaloPSA team and supports live ticket data, project data, custom field mapping, and push-back of generated notes to tickets.
Can Handover read HaloPSA custom fields?
Yes. Handover supports custom field mapping for HaloPSA. You map your HaloPSA custom fields to Handover once, and every report generated automatically incorporates those fields into the output. This means reports reference your account-specific data — not just standard ticket fields.
What is the difference between HaloPSA reporting and Handover?
HaloPSA reporting gives you operational data in structured formats — tables, charts, exports. Handover gives you client communication in professional prose — weekly updates, QBR packs, action logs, and client emails written from the perspective of a senior service delivery manager who knows the account. They solve different problems and most HaloPSA MSPs use both.
How long does it take to set up Handover with HaloPSA?
Under 2 minutes. Connect your HaloPSA instance via API key, select the clients and tickets you want to include, and click generate. Your first report is ready in 30 seconds. Scheduled automation can be set up in another 5 minutes.
What HaloPSA MSPs save by using Handover?
Typically 3-5 hours per week. HaloPSA delivery teams spend significant time copying ticket data into client emails, formatting weekly updates, and building QBR presentations. Handover automates the entire process — reading live HaloPSA data and generating professional outputs in under 60 seconds.