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.
For example, schedule the Event Logistics report to be sent to your logistics team once a week. Recipients do not need to be admins in Arlo.
- Schedule a standard favourite report
- Schedule an advanced favourite report
- Edit schedule details
- Edit the settings of a scheduled report
- Delete a scheduled report
Note: Also learn how to send Event Registrants report and Attendance Register to presenters automatically for each event.
Feature availability
This feature is available on the Arlo Enterprise service plan. Contact our sales team to upgrade your service plan.
Schedule a standard favourite report
Reports can be scheduled once they have been saved as a favourite.
- Create a favourite report.
Note: When creating a report to schedule it, note that the timeframe (e.g. 'Events running') will remain the same when it is scheduled. So for example, if you schedule the report for events running between 1-Mar-2017 and 31-Mar-2017, this will not update per month. - 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.
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.