Insights
Choose measures for Halo to watch. It flags a value outside its usual range, and Halo AI explains what moved. Checking uses no credits, and each person sees only flags from rows they can read.
Insights tells you when a number does something unusual, without anyone having to look. Pick the measures that matter on a dataset, and Halo checks them on its own. What falls outside the usual range shows on the Insights page in the sidebar, with Halo AI's explanation of what moved.
Choose what to watch
You need to be able to edit the dataset. It also needs a visible date or time field and at least one measure.
Open the dataset, then its Insights tab.
Turn on Check this dataset.
Choose the Time field, and how often to Check each: day, week or month.
Choose up to 10 Measures.
Choose Save. Halo checks straight away, and after that after each extract refresh, or once a day on live data.
The tab says when the dataset was last checked.
A measure needs enough history to know what's usual:
| Check each | History it needs |
|---|---|
| Day | 28 days |
| Week | 12 weeks |
| Month | 12 months |
What counts as a change
Each period is compared with what its recent history predicts. Halo draws a trend through that history and, once it has seen two full cycles, allows for the usual difference between weekdays or months. So steady growth and a normal weekend aren't flagged, and one past outlier doesn't throw off the rest.
A value is flagged when it falls well outside that range: by several times how much the measure usually varies, and by at least 10% of what was expected, so a very steady measure isn't flagged over a small move.
This part is arithmetic. Halo AI isn't involved, and it uses no credits.
Read what's flagged
The Insights page lists flags newest first. Each one has the measure and its dataset, the change against what was expected, such as Up 45%, Halo AI's explanation, and "Written by Halo on" a date, or "Flagged on" a date when there's no explanation. Open chart shows the measure over time, for those who can make charts.
Halo AI writes its explanation from the breakdowns that moved most. It says what changed in the data, not why it happened in the world, so treat it as a place to start looking. If a goal on that measure is falling short, it says so.
If you see "No explanation: Halo AI was switched off or out of credits when this was checked", the flag still stands. Later checks try again for seven days.
Dismiss removes a flag from your own feed. Nobody else's changes.
Who sees what
Each person sees only flags from rows they can read. Row policies apply: someone limited to one region gets no flag or explanation drawn from another region's rows, so two people can see different flags on the same dataset. You also need to be able to view the dataset.
Changing a row policy retires what was worked out under the old one.
What it costs
Checking uses no credits. Only Halo AI's words do: each explanation uses credits, for up to 10 changes a check, under its own line in your usage. See AI credits and limits.
An Admin can switch Halo AI's part off with Insights and written summaries, under Features in Settings, Halo AI. Measures are still checked, and flags still show, without an explanation. The same goes if whoever last saved the settings no longer has the Use Halo AI permission.