A guide to your report options: Custom Client Reports (Word) & Download Data (Excel)
Custom Report Builder - Word
When using Haloo's self-serve Custom Report Building tool, users are empowered to create customized professional reports that are intuitive and client-ready. Select records, customize rankings, analyze conflicts, comment and annotate your federal and common law records directly within the platform in a single unified environment. Haloo puts professional reporting at your fingertips.
Haloo's signature Client Reports are designed by an award-winning creative designer and are polished, professional and a quality product that you can deliver and sell to clients. Your download will be in a Word document.
What's New:
Interactive Table of Contents
Our Table of Contents now features clickable page numbers, allowing you to jump directly to specific sections of the report with one click.
Record View
The new record view layout offers a clearer, more organized display of essential details.
Common Law Summary
A summary of selected Common Law records with quick links to full screenshots using the eyes 👀 in the Preview column.
Full Screenshots
Quickly jump to the full screenshots of your Common law selections including the annotations you made and a timestamp of when the screenshot was taken. Link out to the website referenced using the hyperlink.
