What’s new

What changed in Halo, newest first.

• Edit a website's page together Several people can now edit one page of a website at once, seeing each other's changes as they're made, with undo of your own.
• One way to do it, in every product Versions, secrets, links, notes, deliveries, saved views and schedules look and work the same in Halo Data, CMS, CRM and the Console, and sharing says more about who has access.
• Fields that fit what they hold Format a website's text as you write it, type tags and lists one at a time, and get the right keyboard for emails, phones and web addresses, in every Halo product.
• Goals Set named targets for your measures, by period and split, see how each one stands today, and draw them over charts, scorecards and tables.
• Panels you can size Drag the edge of the sidebar and other panels to size them, fold the report builder's columns away, and keep Halo AI open beside Settings.
• Form responses in Halo Data, with no download Connect Halo CMS to Halo Data once, and how many responses each form gets is a table you can chart, refreshed by itself.
• Help and live updates in the CMS and CRM The help panel is in every product now, and websites and the directory update on their own when a colleague changes something.
• Your brand in email, and large spreadsheets in the background Report deliveries and what your extranet sends carry your logo, and a large spreadsheet no longer ties up a page.
• Halo CMS: your website, on your data Build a public website with the same logo, images and data as Halo Data, preview all of it, and connect your own domain.
• Halo CRM: your region's businesses and places Keep what's in your region and how you stand with who runs it, let businesses look after their own listings, and feed your website and Halo Data.
• Publish a report by period Editions publish a report once a month, quarter or year, each with its own frozen figures, a permanent link, and a place in an archive readers can browse.
• Share with people, groups and guests Share a report, chart, dataset, folder or workspace with people, groups or an email address, and see who has access and why.
• Halo AI in Halo Data Ask questions about your data and get answers with live charts, build reports from a sentence, and keep your conversations, all beside the page you're on.
• Bring your dbt project Load the files dbt writes, and Halo's catalog picks up your descriptions, tags, owners, keys and joins, with failing tests and stale sources shown where they matter.
• Edit a report together Several people can now edit one report's draft at once, with named cursors and undo of your own changes. The edit lock is gone.
• Halo Docs Guides, concepts, reference and worked use cases for everyone who uses Halo, with live charts and controls in the articles.
• Insights Halo can now watch the measures you choose and flag what falls outside the usual range, with Halo AI's explanation, and scheduled emails can add a written summary.
• Lock a report filter A report or page filter can now limit what public links and embeds can read, enforced on the server. Unlocked filters still only shape the page.
• See who's here Halo Data's top bar now shows who else is on the page, with a way to hide yourself and a switch for your organization.
• SSH tunnels and your own certificates Connect a database in a private network through your bastion host, and use your own certificate authority and client certificates.
• Workspaces and folders go to the Trash Deleting a workspace or folder now moves it and everything in it to the Trash for 30 days, and removing a member can be undone within the hour.