Halo Reports

 

Halo Reports is a tool that allows you to explore, adjust, and enrich raw study data to uncover business insights through crosstabulation or visual analysis.

 

 

-   Broad analytical capabilities, with a wide range of available statistics and advanced calculation options;

 

-   Dedicated support for various types of questions commonly used in survey-based studies, such as numeric, categorical (single or multiple choice), evaluation sets, and verbatim questions;

 

-   Multiple productivity features, including the ability to search for questions and responses, browse response tables across multiple datasets, and download study-related materials (such as questionnaire PDFs);

 

-   Flexibility to adjust original data to a required format using recodes or user-defined questions;

 

-   Ability to work on multiple queries simultaneously in separate tabs, with an option to share filters between queries;

 

-   Easy export of calculation results through copy/paste or Excel-export feature;

 

-   Powerful collaboration features, including the ability to share reports, recodes, user-defined questions, and output styles with other users.

 

 

Halo Reports includes three modules Connect, Query and Compose.

 

 

Connect gives you the ability to:

 

-   Create a new data connection;

 

-   Manage existing data connections;

 

-   Apply connections to tabs in Query.

 

    

 

Query is the module where you conduct your analysis and create a chart or visualization. When opening a report, it starts in the Query module with three main sections: Sources, Query, and Results.

 

 

In Query you can:

 

-   Build a query based on the questions included in the survey; the analysis is displayed in the Results section;

 

-   Create Recodes - they allow you to put answers for a particular question into different code. For example, you can create groups out of makes or create ranges from age. It allows you to recode numeric questions as categorical ones;

 

-   Define New Questions (User-Defined  Questions). The User-Defined  Questions feature enables new questions to be created in a study. Multiple questions can be used when creating User-Defined  Questions. This allows for a more powerful and versatile tool for uncovering insights/patterns in data;

 

-   Utilize a set of functions known as Expressions to retrieve and modify data. These functions can be leveraged to create custom user-defined questions (UDQs) in the Query section.

 

-   Use Filters and create User-Defined Filters (UDF);

 

-   Top / Bottom N;

 

-   Use Significant Differences rules - which put another level of confidence into what you are reporting. It allows to visually mark spreadsheet cells which deviate from specified reference in a significant manner;

 

-   Use Output Style which will define what kinds of calculations will be applied in the query and how the results will be displayed in the spreadsheet;

 

-   Use Transformations which gives you the possibility to refer calculations results to a decided base and find out about differences and relations between the scores. Available transformations: Index, Difference, % difference;

 

-   Create Parameters which help you easily change the context of your report without digging into the definition of the query.

 

-   Create and use KPIs (Key Performance Indicator which includes ready to use definition written in R script);

 

-   Select Weighting Factor for a given calculation using the "Weight variable" option;

 

-   Manage spreadsheet layout and templates;

 

-   Define sort order, freeze rows/columns, and control live view settings;

 

-   Download attachments and SPSS data files;

 

-   Export report with options for current or all sheets, formatting adjustments, and customizable filename.

 

-   Create and manage tabs for independent queries and data connections.

 

-   Choose the tabular report or visualization:

 

    -   Pivot

 

    -   Crosstab

 

    -   Structure Analysis

 

    -   Frequency Analysis

 

    -   Scatterplot

 

    -   Bar/Line Chart

 

    -   Spider Map

 

    -   Pie/Donut Chart

 

 

 

After creating queries in the Query module, you can go ahead and build pages in Compose by using various functionalities. What is worth noting is that all data shown within Compose pages are connected to the data in the Query module.

 

In Compose you can:

 

-   Place charts on the page (e.g., Area chart, Radar chart, Circle range chart, and the visualizations from query);

 

-   Insert a table into the page;

 

-   Influence the visual settings of the page components (e.g., edit text in row and column headers; change the width of the columns and height of rows that are available; changing colors, font size, axis settings);

 

-   Use floating and non-floating elements on pages;

 

-   Use Expression references. Expressions are a set of functions available in  Halo Reports. In Compose, expressions allow connecting page objects to data from Query;

 

-   Use Parameters which help you easily change the context of your report;

 

There are additional Compose tools which can be used when creating a page:

 

-   Grid Widget - The Grid feature in Compose allows you to display data in tables, making it a useful tool for presenting complex information. One of the advantages of using Grids is their ability to support large amounts of data on a single page while maintaining clarity and ease of interpretation.

 

-   Conditional Formatting - You can define rules and apply a specific formatting to e.g., cell or text field.

 

-   Select Query - Once you drag and drop the Grid Widget to your page, you can use the Select Query button to automatically fill in the Grid with all the content from one of the selected queries in the report;

 

-   TabReference - Allows you to easily refer to specific value(s) from existing Queries and use it on the Compose side;

 

-   Shape, Gauge, Multi-shape Widgets - Those are infographics, which are automatically updated when data are changed. Referencing data points (expressions) and conditional formatting can be used with widgets.

 

-   Dynamic Images - Allow you to include images on pages based on data results. With Dynamic images, a different image will be shown depending on context or results in the data.

 

-   Shapes, images, text fields;

 

-   Export pages to PowerPoint, Excel and PDF formats;

 

-   Apply the company's corporate CI to all pages automatically.

 

 

This feature allows sharing a report consisting of one or more pages and/or tables with other users that will be only able to view, not edit, those reports.

 

You can:

 

-   Consume reports through a new module added to the mTab Halo experience;

 

-   Open documents in the Viewing mode if access has been granted, even without Halo Reports rights;

 

-   View reports containing data from specific datasets, provided you have the necessary access rights;

 

-   Share view-only reports;

 

-   See the last saved version of the report when it is shared with others;

 

-   Work with a temporary report copy of the report in the Viewing mode, which remains unchanged throughout the session;

 

-   Copy and merge reports;

 

-   Manage document location and sharing through the Content Services workflow, separate from the Viewing mode.

 

 

This mode empowers you to build your own stories by reusing available content such as pages or tables. Storybuilding enables you to create and share your own reports on Halo, without the necessity of access to authoring tools for building personalized narratives.

 

You can:

 

- Build reports by reusing existing content such as pages and tables;

 

- Merge content from multiple reports, add, remove, or reorder pages, change report themes, and apply parameters;

 

- Save and share the reports you build;

 

-Modify reports you have Edit access to, within the limits of the Storybuilding interface.