Schedule your reports (send automatically)

In this article

Arlo allows you to schedule favourite reports to be automatically sent on a regular basis to any email address(es), saving you time and ensuring the right people have the information they need. You can also choose whether you would like to send your scheduled reports securely.

• Schedule a standard favourite report (to anybody)
• Schedule an advanced favourite report (to anybody)
• Schedule an event registrant or attendance register report to be sent before an event (to presenters)
• Edit schedule details
• Edit the settings of a scheduled report
• Delete a scheduled report

Schedule a standard favourite report

Reports can be scheduled once they have been saved as a favourite.

• Create a favourite report.
  Note: Be careful when using specific date ranges in scheduled reports as these won't change automatically.
• Open the Reports menu.
  
• From the Favourite Reports menu, open the report you wish to schedule.
  
• From the toolbar, press Schedule Report.
  
• Enter the desired recipients and schedule.
  Important note: Scheduled recipients must be separated using a semicolon (;).
  
• Choose whether to send the report securely or insecurely. If sending securely, enter the password and any file instructions.
  
• Press Schedule Report.
  

Schedule an advanced favourite report

You can schedule your advanced reports once they have been saved as a favourite.

• Create a favourite report from an advanced report.
• Open the Reports menu.
  
• From the Favourite Reports menu, open the report you wish to schedule.
  
• Press Schedule.
  
• Enter the desired recipients and schedule.
  Important note: Scheduled recipients must be separated using a semicolon (;).
  
• Choose whether to send the report securely or insecurely. If sending securely, enter the password and any file instructions.
  
• Press Schedule Report.
  

Schedule an event registrant or attendance register report to be sent before an event (to presenters)

You can schedule an event registrant report or attendance register for an event to be sent automatically to presenters a certain number of days or hours before an event starts.

Important: Before you schedule these reports, you should ensure they have all the information you require by saving the report settings as default.

• Create a new event or edit an existing event. 
• When you reach the Communication tab, click Activate to schedule any automated reports to be sent to presenters. 
  
• Enable the report and select when it should be sent. If you would like the report to be turned on for other events using the event template and future events, select Update template and existing future courses.
  
  
• Press OK.
• Save the event.

Edit schedule details

You can edit the recipients and other schedule details without having to delete and recreate the scheduled report.

• Open the Reports menu.
• From the list of scheduled reports, hover your mouse over the scheduled report you want to edit.
• Click Edit.
  
• Make the required changes.
• Press Save changes.

Edit report settings for the scheduled report

You may need to edit the content or other settings of a scheduled event. This is a two-part process:

• Step 1: Edit the report settings:
  • Open the favourite report.
  • Make the required changes to the report.
  • Press Edit favourite and confirm.

Important: Only changing the details (settings) of the favourite report will not update the settings of the scheduled report. You need to force a change in the schedule by editing the schedule details:

• Step 2: Force the scheduled report to use the new report settings:
  • Open the Reports menu.
  • From the list of scheduled reports, hover your mouse over the scheduled report you want to edit.
  • Click Edit.
    
  • Make a small change to the schedule, e.g. change the time by one minute.
    Hint: You can change this back after saving your changes.
  • Press Save changes.

Delete a scheduled report

If a scheduled report is no longer needed, you can delete it to stop it from sending.

• Open the Reports menu.
• From the list of scheduled reports, hover your mouse over the scheduled report you want to edit.
• Click Edit.
  
• Press Delete.
• Press Delete Scheduled Report.