Arlo's order reports serves as a useful tool for tracking and managing order created on the platform.
- Open the Reports menu.
- From the Orders section, select the relevant report from the list.
- From the Discounts section, select the relevant report from the list.
- To access all report settings on the report page, from the toolbar press Report Settings.
- All settings are visible when the report is first opened.
The Orders List report allows you to produce a list of orders filtered by date, status, and other criteria.
For example, you can use this report to view a list of orders for a specific organisation or produce a report of all unpaid orders.
The Orders List (Advanced) report uses a powerful search and filtering engine, allowing you to generate custom XLSX and CSV exports of order records that match your conditions. You can control the column outputs of the report, including the column position - and also apply multiple sorting conditions to a single report.
You can set a range of conditions on the report to allow you to export a specific list of orders and the information held against those orders. This includes:
- Order details (e.g basic system fields like Order Code, Type, Total due etc).
- Bill to contact/organisation details.
- Payment information (eg. Total payments amount, total credits amount etc).
- Change information (eg. Approved date and user, Exported date and user, etc).
The Order Lines report gives you a list of all order lines with the details of the order, lines on the order, payment, and registration.
This report is useful if you want to see the details of the order, registration, and the course in the same report, for example, all order lines grouped by course.
Discounts applied to the overall order are not associated with courses or registrations.
The Order Lines (Advanced) report uses a powerful search and filtering engine, allowing you to generate custom XLSX and CSV exports of order line information based on records that match your conditions. You can control the column outputs of the report, including their position - and apply multiple sorting conditions to a single report.
This report is ideal to use when transferring order data over from Arlo to your accounting system.
You can set a range of conditions and the report can output a large range of information for each order line including:
- Billing contacts details
- Billing contacts organisation details
- Registrants details
- Registrants organisation details
- Registration details
- Course details
- Voucher details
The Payment List (Advanced) report uses a powerful search and filtering engine, allowing you to generate custom XLSX and CSV exports of payments that match your conditions. You can control the column outputs of the report, including the column position - and also apply multiple sorting conditions to a single report.
You can set a range of conditions on the report to allow you to export a specific list of payments and the information related to those payments. This includes:
- Payment dates.
- Payment amounts (including currency).
- Payment references.
- Payment creator information (name and email address).
- Credit card fee amounts (if using Stripe)
The Registration Discount report gives you a list of registrations with a registration discount applied. It can be filtered by the name of the discount, e.g. if you want to just track one discount, the course name and date, and when the registration was completed.
This report only shows discounts at the registration level and won't show any discounts that are set up to apply to the whole order. This is because there may be no registration, or the system cannot determine how the discount should be split between the registrations on the order. To see discounts applied to the order, use the Order Lines report.
Arlo allows you to record fixed and variable prices for a course, and report on the total cost of the course - allowing you to see whether or not it is profitable.
The following instructions outline how to enable expense management and report on course expenses and performance. You will need to add the expense fields to your platform before completing the reporting, but this step only needs to be completed once while initially setting this reporting up for use.
This step only needs to be completed once, when initially setting up this feature for use.
- Open the Settings menu item.
- From the Platform setup section, select Fields.
- Select Courses.
- Add two single line of text fields to the Active fields section.
- Name the first field Fixed expenses. This field will be used to capture fixed course expenses such as presenters, venue. Name the second field Variable expenses. This field will be used to capture variable expenses per registrant such as training materials, catering etc.
- The fields will be added to the platform immediately and should appear as per below.
- When creating a new course, or editing an existing course you can record expenses against the course on the Schedule tab of the Course Wizard.
- Open the Reports menu.
- Select Course List (Advanced).
- Add conditions to return the courses with expenses you would like to report on.
- Include the following fields in your report output in this order:
- Course Name
- Start Date
- Fixed Expenses
- Variable Expenses
- Additional Expenses (if included).
- Current Registration Count (This will only pull through approved registrations).
- Press Preview to display the results.
- Press Export. You can now calculate the total expenses for the course using a formula in excel.
- The formula to use is Fixed Expenses + (Variable Expenses * Registrations).
- In cell F2 enter the formula '=(C2+(D2*E2))' and press enter - This will calculate the total cost of each course.
If you are also using a column for additional costs, you'll need to use column G and use this formula instead '=(C2+E2+(D2*F2))'
- Drag the expense formula down the column list. You now have the total expense for each course (see example below).
- For the same courses, run the Course Performance report.
- Ensure that the Total - orders less credits (Value) is selected as an output.
This field does not take into consideration order discounts applied to orders made with the course, as order discounts can be applied to orders with multiple registrations and multiple courses.
- Compare the value of orders earned against the expenses of the course to establish profitability.
Example: The course below was not profitable, as the costs were $835, yet it only generated $700 in paid orders.