Arlo Online Help/Knowledge Base/General

Create custom reports / save report favourites

John Mitchell
posted this on January 9, 2011, 23:04

The following process describes how to create a new custom report by saving report settings as a new Favourite report.

Note: This feature is not available on the LearningSource Arlo Starter service plan. 

 

New feature! Read how to schedule a favourite report to be sent automatically.

 

  • Select Reports from the main menu.
  • Select the report that you would like to create a favourite from.  You will taken to the report page.
  • Press Report Settings 
  • Select the settings you would like to use for the new favourite report.


    settings.png
  • Press Save as Favourite.  Save as Favourite window will appear.

    Event_List_-_Training_Platform_-_Google_Chrome_2012-08-06_18-12-12.png

  • Edit the name of the report (optional).  The name provided will be the title of the new Favourite report.
  • Edit the description of the report (optional).  The description provided will be included in the footer of the new report.
  • Press Save Favourite.

Delete a favourite report

  • Select Reports from the main menu.
  • Hover your mouse over the favourite report you would like to delete.  A delete link will appear on the right.

    delete.png

  • Click the Delete link. Delete Favourite window will appear.
  • Press Delete Favourite.

Edit the details of a favourite report

  • From the Favourite Reports list, open the report you want to edit.
  • Make the required changes to the report.
  • Press Save Favourite.

Include custom fields to your reports

If you have custom fields set up for your contacts on your platform (to include in your registration forms), you can report on these in the Registrations List report and the Event/Course Registrants report.

These fields are automatically available on these reports and are unique to your platform.  If there is not a custom fields section in the report settings, then you do not have custom fields on your platform.

2014-06-02_14_21_29-Event_Registrants_-_LearningSource.png


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