$ apex-bi features --all
Built for MSPs, powered by Halo PSA
Every feature is designed specifically for Managed Service Providers using Halo PSA. No generic BI clutter — just what you need.
Dashboard Builder
Build stunning dashboards with a visual drag-and-drop editor. No code required. Add widgets, resize them, organize across pages, and share with your team or clients.
Drag & Drop Grid
Position and resize widgets freely on a responsive grid layout
Multi-Page Dashboards
Organize widgets across multiple tabs for complex views
Custom Styling
Set custom colors, backgrounds, and borders per widget
Public Sharing
Share dashboards via public links without requiring login
Open Tickets
247
Avg Resolution
4.2h
SLA Met
97.3%
Tickets by Priority
CSAT
94%
15+ Widget Types
Every visualization you need, from simple KPI counters to complex multi-series charts.
KPI Cards
Single-value metrics with trend indicators
Bar Charts
Vertical and horizontal bar visualizations
Line Charts
Time-series and trend analysis
Pie & Donut
Proportional data breakdowns
Gauges
Progress and target tracking
Area Charts
Filled line charts for volume
Data Tables
Sortable, filterable tables
Heatmaps
Density and pattern analysis
Stacked Charts
Multi-series comparisons
Scatter Plots
Correlation analysis
Radar Charts
Multi-dimensional comparison
Sparklines
Compact inline trends
Entity
Tickets
Fields
Filters
Group By
priorityDataset Builder
Create powerful datasets from your Halo PSA data without writing a single query. Select entity types, choose fields, add filters, and configure aggregations — all visually.
Visual Filters
Build complex filter conditions without writing queries
Aggregations
Sum, count, average, min, max — group by any field
14 Entity Types
Tickets, clients, sites, assets, contracts, and more
Auto-Refresh
Datasets update automatically when data syncs
Report Builder
Generate tabular reports from any dataset. Sort columns, group rows, apply filters, and schedule automated email delivery to your team or clients.
Column Sorting
Multi-Select Filters
Row Grouping
Email Scheduling
Automatic Data Sync
- Configurable sync intervals (5-60 min)
- Incremental sync for efficiency
- Sync status monitoring and logs
- Manual sync trigger on demand
- 14 Halo PSA entity types
Webhook Integrations
- Trigger webhooks on data events
- Configurable payload and headers
- Delivery logs with retry support
- Connect to Slack, Teams, or custom endpoints
- HMAC signature verification
Security First
Your MSP handles sensitive client data. We take security seriously at every layer.
AES-256-GCM Encryption
API credentials encrypted at rest with military-grade encryption
Row-Level Security
Multi-tenant isolation ensures data is never shared between organizations
Role-Based Access
Owner, Admin, Analyst, Viewer — granular permissions per role
Credential Control
You create and manage your own Halo PSA API credentials
How API connection works
Apex BI connects to your Halo PSA instance using API credentials that you create and control. No third-party access, no data middlemen.
Create API credentials in Halo PSA
Go to Configuration > Integrations > API > Applications in your Halo PSA admin panel
Enter credentials in Apex BI
Provide your Halo URL, Client ID, and Client Secret during onboarding
Data syncs automatically
Apex BI uses your credentials to sync data on your configured schedule
Note: Halo PSA includes API access at no additional cost with all plans. You can revoke API credentials at any time from your Halo admin panel. Your credentials are encrypted with AES-256-GCM at rest.
See it in action
Start your free 14-day trial and build your first dashboard in minutes.