HaloPSA reporting
The HaloPSA Reporting Tool Built for MSP Delivery Teams
Handover connects directly to HaloPSA, pulls your live ticket and project data, and generates five professional outputs in under 30 seconds. No copy-pasting. No manual formatting. No Friday afternoon spent writing client emails.
Why HaloPSA reporting takes so long
HaloPSA is an excellent PSA platform for managing tickets, projects and client relationships. But turning that data into client-ready reports is still a manual process for most MSP delivery teams.
A typical Friday afternoon for an MSP Service Delivery Manager looks like this: open HaloPSA, find the relevant tickets for each client, copy the key updates into a document, write a client email summarising the week, compile an action log, update the risk register, produce a status report for the account manager.
Repeat for every client. That is two to four hours of work that adds no value to the client — it just documents work that has already been done.
Handover eliminates that process entirely.
How Handover connects to HaloPSA
Connect your HaloPSA instance
2 minutes, credentials encrypted
Select tickets and projects
Filter by client, date, status
Generate five outputs
Client email, action log, risk log, summary, status report
Push back to HaloPSA
Outputs post directly back as ticket notes
Five professional outputs from your HaloPSA data
Client Email
Professional update addressed to your client contact. Your signature, your tone.
Action List
Every open action with owner, priority and status. Export to CSV instantly.
Risk Log
Risks identified from ticket data with impact and mitigation. Export to Excel.
Internal Summary
Two paragraph internal update for your team or manager.
Status Report
Full structured report with RAG status, progress, actions and next steps. Push results back to HaloPSA as notes on Pro.
Everything you need for HaloPSA reporting
- Native HaloPSA API integration — no manual data export required
- Push outputs back to HaloPSA as ticket notes automatically
- Scheduled weekly reports — runs automatically every Monday
- Supports HaloPSA tickets and projects
- Email correspondence included in AI context
- Excel export — action log, risk log, status report
- Custom writing style and tone per user
- Multi-client reports — all clients in one generation
- Team plans — shared HaloPSA connection, pooled generations
- Works with HaloPSA Cloud and On-Premise
Trusted by MSP delivery teams
40+ MSP teams96% average time saved4 hours → 10 minutes per week
Read the full case study →“From 4 hours to 10 minutes. Every week.”
HaloPSA reporting tool — frequently asked questions
Does Handover work with HaloPSA On-Premise?
Yes. Handover works with both HaloPSA Cloud and On-Premise instances. You will need your HaloPSA instance URL, Client ID, and Client Secret to connect.
What HaloPSA API permissions does Handover need?
Handover requires read:tickets, read:projects, read:customers, edit:tickets and edit:projects. Edit permissions are required only for pushing generated outputs back to HaloPSA as ticket notes.
Does Handover store my HaloPSA ticket data?
No. Your ticket data is processed to generate outputs and is never stored on Handover's servers. Credentials are encrypted using AES-256.
Can Handover generate reports for multiple HaloPSA clients at once?
Yes. You can select tickets from multiple clients in a single import and Handover will generate separate client emails for each organisation automatically.
How long does it take to connect HaloPSA to Handover?
Under two minutes. You will need your HaloPSA URL, Client ID and Client Secret. Full setup instructions are available at gethandover.uk/integrations/halopsa.
Does Handover push outputs back to HaloPSA?
Yes. After generating outputs, you can post them directly back to the relevant HaloPSA ticket or project as a note with one click. Scheduled reports also push back automatically.
What is the difference between Handover and writing reports manually in HaloPSA?
Manual HaloPSA reporting typically takes 2-4 hours per week per PM. Handover reduces this to under 10 minutes by pulling the data automatically, generating professional outputs in 30 seconds, and pushing them back to HaloPSA without any manual copying.
Want a full comparison of HaloPSA reporting tools? Read our comparison guide →