These reports are for features that come with the Enterprise plan as well as the financial and performance reports.
These reports are only available on the Enterprise service plan. Contact our sales team to upgrade your plan.
- Open the Reports menu.
- Select the relevant report from the list.
Standard reports
- To access all report settings on the report page, from the toolbar press Report Settings.
Advanced reports
- All settings are visible when the report is first opened.
The Course performance report lists the number and value of registrations received for courses within a period.
It also checks an order status and sums the registration line items present in that order, regardless of the registration status.
Report settings
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On the platform:
Exported to Excel:
Exported to PDF:
The course performance report gives you a number of options for totaling the value of registrations:
- Standard price: The standard price on the course (not the template price).
- Registration line discounts applied (Discount): The amount of any registration line discounts applied to the individual registrations.
- Order line value - actual billed amount including registration discounts (Orders): Standard price minus total registration discounts applied; a total of what the customers actually paid.
- Credit note line value - for example, refunds (Credit note): The total value of any credit notes (refunds) for this course.
- Total - orders less credits (Value): The total order line value minus any credit notes; the total revenue for the course.
Any discounts set up as applying to the overall order or showing on a new order line will not be reflected in this report, as they are not tied to any registration. We recommend that discounts are set up as applying to individual registration lines wherever possible.
The Registration Application (Advanced) report uses a powerful search and filtering engine, allowing you to generate custom XLSX and CSV exports of application 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 a part of the Applications Process where courses require registrants to be approved to attend courses. Learn more about Arlo's application process.
The report only gives you details of applicants (or primary applicants if the course is using a team application process) on courses that have the application process enabled. To report on additional applicants on team applications, you need to use the Registration Report (Advanced) which will display additional applicants if they have been registered on the course.
You can set a range of conditions and the report can output a large range of information including:
- Application Responses
- Applicant Details
- Course Details
Report settings
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Advanced reports can be saved as a favourite and scheduled to be sent to external email addresses.
The Registrations Requests (Advanced) report uses a powerful search and filtering engine, allowing you to generate custom XLSX and CSV exports of course registrations and waiting list registrations that have been declined because of registration or waiting list registration rules, 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.
You can set a range of conditions about the course, item, and contact, and the report can output a large range of information including:
- Registrant and waiting list registrant details
- Course details
- Registration or waiting list rule
For example, you may need a list of people that have not been able to register, so that you can contact them.
Report settings
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The Presenter Performance report lists the number and value of registrations received for courses which the presenter has delivered.
This report checks an order status and sums the registration line items present in that order, regardless of the registration status.
Report settings
Report preview
- Standard price: The standard price on the course (not the template price).
- Registration line discounts applied (Discount): The amount of any registration line discounts applied to the individual registrations.
- Order line value - actual billed amount including registration discounts (Orders): Standard price minus total registration discounts applied; a total of what the customers actually paid.
- Credit note line value - for example, refunds (Credit note): The total value of any credit notes (refunds) for this course.
- Total - orders less credits (Value): The total order line value minus any credit notes; the total revenue for the course.
Any discounts set up as applying to the overall order or showing on a new order line will not be reflected in this report, as they are not tied to any registration. We recommend that discounts are set up as applying to individual registration lines wherever possible.
The Account Manager Activity report summarises all activities (course registrations, orders, leads, tasks, and notes), associated with an account manager's clients.
This report will show any activities that the account manager or anyone else in your organisation has completed. It also includes all activities completed by the account manager on any other organisations they have been involved with.
Report settings
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The Organisation Spend report allows you to produce a report which compares each organisation's spend (value of orders less credit notes) over three separate periods, e.g. an organisation's spend in the current year, compared to the two previous years.
Report settings
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The Aged Receivables report lists all of the unpaid customer orders/invoices and unused credit notes up until a given month. This report can be filtered by due date, status, and other criteria.
This is a useful reporting tool for your accounts team to determine which orders/invoices are overdue for payment.
Report settings
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The Course Invoices report allows you to produce a list of registration orders/invoices and payments for a specified period. This report can be filtered and sorted by date, status, course details and other criteria, and is useful for tracking invoice/order payments for courses within the time period specified.
This report can be useful for quick revenue reports for your courses (based on invoiced and/or paid registrations).
Report settings
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The Course Invoices summary report allows you to produce a list of registration orders/invoices and payments for a specified period and includes a breakup of item types (course revenue, other revenue), and a year to date balance.
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The Certifications List report lists certifications with associated contact details and can be filtered by certification template, date, status, and other criteria.
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