Arlo allows you to report on your data in a number of ways; including views, filters, exports, and structured reports. The following article provides generic instructions for our handy report management features, such as creating custom favourite reports and scheduled reports.
Arlo's advanced reports have advanced filtering options where you can include custom information in the report, and then group and further analyse in Excel. Like Arlo's standard reports, you can also save these reports as favourites and schedule them.
When you open an advanced report, all settings will be available.
These are conditions that the reports results must meet. This works like a filter, allowing you to filter out any records you don't need to see.
There are two types of conditions:
Meets ALL of the following conditions: a record must meet all of the conditions under this heading in order to be displayed in the report.
Meets ANY of the following conditions: as long as the record meets one of the conditions under this heading it will show in the list.
To add a condition to your report:
- Click Add condition.
- Select the type of condition from the Select condition dropdown.
- Click Remove from the right hand side of the condition to remove it.
You can select from a large range of fields to be displayed as columns in your report
- Start typing a field you would like to be shown in the report and available options will appear in the drop down below.
- You can select a field by selecting it from the list or by using your arrow keys to highlight it and click ENTER on your keyboard.
- Repeat this process until you have added all the fields you need.
- Choose the order of the fields on your report output by dragging them into the correct position.
- Delete fields by clicking the small X on the unwanted field.
- Choose how you would like the report results sorted using the dropdowns. You can add, and remove sort fields as needed.
- Choose the format in which you would like to export your report and time zone options.
Dates in an XLSX file will be provided using a date format. Dates in CSV formats will not.
- To preview results, press Preview.
- You can expand the column sizes as needed in the preview view, by dragging them to your desired width.
Standard reports are a quick and easy way to gather insight on various things in the platform. These reports are made ready to present and easy to read.
- When you open a report, only the basic settings will show. Click More options or press Report settings to display all filters, columns, and other settings.
- If necessary, filter the report by certain conditions (exclude results except for those meeting the criteria).
- Select the columns you want to be displayed in the report.
- Then choose how you'd like the report to be grouped and sorted (if applicable).
Saving a default report will mean:
- The settings will be saved for each time the report is opened from the reports list (for all users and courses accessing this report in the future).
- Reports that can be run from other areas in the platform will use these default settings. For example, the Attendance Register report that you can run from the course homepage or scheduled to be sent to the presenter will use the report's default settings.
Default report settings is only available on standard reports. You cannot set the default settings on advanced reports.
When to use default report settings
- Reports always need to include the same settings,
- Where reports such as the Course Registrants and Attendance Register are sent from other areas within the system need certain settings.
How to save default settings for a report
- Open the Reports menu item.
- From the All Reports list, open the report you would like to save (open the one that gives you the data you need).
- Select the settings that will give you the information you need for this report.
- Press Save as Default.
- On the warning that pops up, press Save as Default.
Create multiple favourite reports to easily get the data you need without having to configure the report each time or having to change the report's default settings for others. Once saved, favourite reports can also be scheduled.
Favourite reports are only available on the Professional and Enterprise plans. If you would like to upgrade, please contact sales@arlo.co.
Saving a report as a favourite will save the settings exactly as selected to produce custom reports. Then you can:
- Easily access the report from the favourite reports list.
- Schedule the report to be sent to contacts outside of Arlo (Arlo Enterprise plan only).
- Store multiple custom versions of the same standard report. Each favourite report will be its own version of one of the standard reports.
Arlo allows you to schedule your favourite reports to be automatically sent on a regular basis to selected email addresses, saving you time and ensuring the right people have the information they need.
Scheduled reports are only available on the Enterprise plan. If you would like to upgrade, please contact sales@arlo.co.
Often you will need to print multiple reports at one time. For example, you may need to print all the Course Registrants reports or Attendance Register reports for courses starting on a particular day, or for a specific week. Rather than printing each individual report, you can run a bulk report.
The bulk report feature is only available on some reports.
- Open the Reports menu item.
- Select the report you would like to run, e.g. Course Registrants.
- Select the Bulk report tab.
- Select the date range for the start date of the courses you wish to report on. For example, select today's date and the same day next week to produce a list of all the courses starting within the next seven days.
- Select other fields you would like to filter the report on, e.g. course template, venue, or presenter
- Press Search. A list of all courses which are due to start in the period selected that meet your requirements will be displayed.
- Select the courses you would like included in the report by ticking the relevant row. You can select all items by ticking the first box at the top of the list.
- Press Export PDF to produce the report in a printable PDF format or press Export Excel to produce the report in a format which can be opened in Microsoft Excel.
Arlo's generic reports are able to meet most reporting needs by choosing different settings. However, from time to time, you may need more advanced reports and information specific to your organisation. You may also need to import data from Arlo into another system.
In this case, you can export your raw data to Excel to create advanced reports of your own.
How to export raw data from Arlo
- Open the page with the data you want to export (eg; Courses, Registration, Contacts, etc.)
- Find the export arrow in the top right hand side of the list of records.
- Select the export option you need.
If you would like the ability to export all of the data on your platform, contact Arlo support.