HaloPSA holds the operational truth for your clients — tickets, projects, SLAs, and notes. But turning that data into consistent HaloPSA client reports every week still falls on your PMs. Handover is the HaloPSA reporting tool that closes that gap for UK MSPs and teams worldwide.
How Handover connects to HaloPSA
Handover uses the native HaloPSA API with your existing credentials. There is no middleware layer and no extra HaloPSA modules to install. Connect once, map clients to tickets and projects, and generate your first report.
Native integration details
- Full ticket detail: notes, actions, priorities, SLA timers, and status history
- Project data: tasks, completion rates, milestones, and linked tickets
- One-click push-back of generated summaries into HaloPSA as ticket notes
- Scheduled weekly reports per client account
Learn more on our HaloPSA integration page or the HaloPSA marketplace listing.
What Handover generates from HaloPSA data
Weekly client reports
Plain-English summaries of activity, open tickets, risks, actions required, and next steps — written for business stakeholders, not engineers.
QBR packs & Excel exports
Branded quarterly business review packs and structured Excel report packs from the same HaloPSA dataset — in minutes instead of hours.
Delivery health visibility
Internal RAG-style views across your HaloPSA portfolio so PMs spot overdue work before clients chase.
Automate HaloPSA reports without changing how you work
Your team keeps logging tickets in HaloPSA as normal. Handover is the HaloPSA report generator that turns that activity into professional client communication — a true managed service provider reporting layer on top of your PSA.
See pricing or book a demo.
Frequently asked questions
What is the best HaloPSA reporting tool for client updates?
Handover connects natively to HaloPSA and generates narrative client reports, QBR packs, and scheduled weekly updates from your live tickets and projects — without middleware or complex configuration.
How do I automate HaloPSA reports?
Connect Handover with your HaloPSA API credentials, select tickets and projects per client, then generate or schedule reports. Handover pulls notes, SLA data, and project progress automatically.
Is Handover listed on the HaloPSA marketplace?
Yes. Handover is listed on the HaloPSA marketplace. UK MSPs can connect through the standard integration flow and start generating HaloPSA client reports within minutes.
Can Handover push reports back into HaloPSA?
Yes. Generated summaries can be pushed back into HaloPSA tickets and projects as notes, keeping your PSA history complete without copy-paste.