The Reporting Layer HaloPSA Was Always Missing.

Connect HaloPSA and generate your first report free

HaloPSA is one of the most powerful PSA platforms available to MSPs. The ticket management is flexible. The project module is capable. The automation engine is genuinely impressive.

But when it comes to client-facing reporting, HaloPSA gives you data. It does not give you communication.

Handover is the reporting layer that sits on top of HaloPSA and turns your live data into professional client communication automatically.

Native HaloPSA Integration. No Middleware. No Configuration.

Handover connects directly to the HaloPSA API using your existing credentials. There is no middleware layer, no third-party connector, and no additional configuration required in HaloPSA.

Connect once. Select your tickets and projects. Generate your first report.

The integration pulls full ticket detail including notes, actions, agent assignments, priorities, SLA data, and status history. For projects it pulls task completion rates, project health, milestones, and associated tickets. Everything you need to produce a complete, accurate, and intelligent client report.

What HaloPSA Users Use Handover For

Automated Weekly Client Reports
Select your HaloPSA tickets and projects for each client, set a weekly schedule, and Handover sends a professional client update automatically every week. Your team does not write it. It just goes. See Weekly Client Reporting.
QBR Pack Generation
Generate a complete branded QBR pack from your HaloPSA data in under a minute. Executive summary, SLA charts, project status, risk register, and recommendations. Exported as PowerPoint, PDF, or Excel. See QBR.
Push Notes Back to HaloPSA
When Handover generates a report, it can automatically push a summary note back to the relevant tickets and projects in HaloPSA via the Actions API. Your PSA stays updated without any additional manual entries.
Delivery Health Dashboard
See a RAG status view across all your active HaloPSA tickets and projects. Know which clients need attention before anyone escalates.
Scheduled Reports With Full Control
Configure exactly what each scheduled report includes. Which tickets, which projects, which output sections, what branding, who receives it. Set it once and Handover handles the rest.

Listed on the HaloPSA Marketplace

Handover is an approved HaloPSA partner and is listed on the HaloPSA marketplace. You can find us directly through your HaloPSA account, or connect via gethandover.uk.

Built For How HaloPSA Actually Works

Most reporting tools that claim PSA integration provide a shallow connection. They pull basic ticket data and call it done.

Handover was built from the ground up with HaloPSA as the primary integration target. We understand the HaloPSA data model, ticket type structures, project task hierarchies, and Actions API. The reports Handover generates reflect the full richness of your HaloPSA data, not just the surface-level fields.

The First Purpose-Built, Out-of-the-Box Reporting Tool for HaloPSA MSPs

Connect your HaloPSA instance and generate your first client report today. Nothing to configure. Nothing to install. Nothing to learn.