Categories for Product News

New Report – Order Lines Report

April 8, 2015 4:19 pm, Published by

As much as we like our Orders report and the information it offers clients, we wanted to step it up and provide you with the ability to drill down to even greater levels of usable data.

As part of our latest release, one of the updates we know a lot of you are excited about is the new Order Lines Report.  This has been created to enable reporting on Order information, including breaking down any order lines in the order as well as payment and registrant details.

Example of Order Lines Report output

By default a start date will be in both the Order created and Order paid settings, however either of these can be removed.  You can choose to look at orders by when they were created, when they were paid, or a combination of the two.

Order Lines Report Settings
As you can see there are a number of options for what details you’d like to include.  We do recommend using Group by ‘Order Code’ as this will group all order lines associated with a particular order together.

You can find more information on the Order Lines Report in our Help Article here

We’d love to know your thoughts on this new report, which can be left in the comments below.

New Experience With New Release

March 31, 2015 1:05 pm, Published by

The last few weeks have seen our biggest ever release at Arlo. The team has worked incredibly hard to get these features and enhancements into your hands. We really hope you enjoy the results of their hard work.

So what do you have to look forward to in this release?  There are a number of new key features as well as an even larger number of enhancements.  Some of the feature highlights are:

  • Event presets – the ability to create favorite event settings (or a set of them) that can be applied to events as needed.
  • New Order Lines Report – new report which can include the details of the order, lines on the order, payment, and registration.
  • Multi-region Xero integration – multi-region customers can now integrate with multiple Xero accounts.

And a few of the Enhancements are:

This is only a sampling of what’s available. Our latest newsletter will follow on from this blog and will outline the full set of features and enhancements.

For those of you reading our blog that aren’t clients, if you’d like to have a look at what we’ve mentioned in this post, you can sign up to try it out for free on our Demo Site.

And there’s still more to come – watch out for the next release at the end of April, as more strategic functionality becomes available. 2015 here we come!

Arlo’s new E-learning feature demonstration

March 17, 2015 12:31 pm, Published by

Join us this Thursday for a half hour webinar to find out about Arlo’s exciting new E-learning features to be released over the next two months.

These features include:

  • Self-paced online courses:
    • Create a course that people can complete at their own pace
  • Extend the existing classroom experience:
    • Offer access to content such as course materials
    • Facilitate forum discussions and community input

Register now:


Xero-U Released

January 15, 2015 3:09 pm, Published by

In December 2014, Xero-U was released, and we were so happy to play a part

The world of accounting is changing, and with so many businesses looking to make the move to cloud computing, there’s the potential for a lot of people to be a bit confused as to where to start the process.  Thankfully, there’s an easy place to find out.

“This year we relaunched Xero U, a free customised self-paced learning environment for accountants and small businesses, to help us achieve this and educate more people about benefits of the cloud.”
Victoria Crone, Xero NZ Managing Director in Press Release 18/12/2014

And the best part?  It’s all set out in a way that it’s easy to find the course best suited to your needs.


Xero was able to focus on creating a site that is both functional and sexy by taking advantage of our easy to use, comprehensive API and import/export functionality.  The result?  Users simply click on their position, select the area they’re interested in and see what’s available to them; while Xero can continue to manage their courses and contacts in the Arlo platform.

2015-01-07 09_28_46-DRAFT - Blog_ XeroU Release - Google Docs

Here at Arlo, we’re so impressed by the new site and are stoked to have our API supporting Xero in creating such an innovative and intuitive solution.

Further Reading:

Xero U: Your education, your way
Xero U: Creating success through tailored education

Check out Arlo’s new and planned features

October 7, 2014 12:52 pm, Published by

Check out our latest Arlo Service Overview video to see if there are any new features that you may be interested in.

The new service plans on our website also provide a list of key features that you might like to review.

We’re currently hard at work on both our mobile app for marking attendance for Android and Windows phones, as well as our Salesforce integration, and next month we will be releasing the beta versions of these for you to test.

If any of the features are of interest, contact our support team at

Introducing Arlo!

September 12, 2014 12:57 pm, Published by

We are excited to announce our fresh new name and brand: Arlo.

Why Arlo?

We wanted a name with a bit of personality, something that was catchy and a little different from the rest.  Arlo is also friendly sounding and approachable – just like us, really!  And what’s more it is nice and short with a short URL:

What was the catalyst for change?

The name “LearningSource” was well positioned for the use of our service as a training management system, but as we’re sure you know, we do more than training; Arlo offers a powerful event management system as well.  We needed a name that worked well for both.

Over the next month you will see a change in focus from the name LearningSource to Arlo. But don’t worry, everything you’ve come to know and expect about LearningSource will remain the same, and we’ll continue to work hard to deliver a product and service that meets your needs.

Arlo - Making training & events easy!

You’re invited to a LearningSource wine and cheese evening in Sydney and Melbourne!

April 24, 2014 2:03 pm, Published by

Wine and cheese - blog

Join us for a special wine and cheese evening to learn more about LearningSource and meet the founder and CEO, John Mitchell. Our new Business Development Manager, Karl Stemp, is presenting the Melbourne event.

We will be sharing drinks and nibbles, then running through a quick overview and demo of the solution, finishing up with a chance for you to meet and network with other like-minded individuals.

Wine and cheese evening

Sydney @ Cliftons, Level 13, 60 Margaret Street, Sydney

  • Tuesday, 13 May 2014 5:30 PM – Register
  • Tuesday, 3 June 2014 5:30 PM – Register

Melbourne @ Cliftons, 440 Collins St, Melbourne VIC 3000, Australia

  • Thursday, 22 May 2014 5:30 PM – Register

Drinks and nibbles will be available from 5:00 PM.

All presentations begin at 6:00 PM.

We hope to see you there!


Create efficiencies and improve customer experience through a purpose-built system

July 29, 2013 4:35 pm, Published by
Universities are choosing to implement purpose-built systems to manage their executive/professional development programmes and events. With a system specifically designed to manage short courses, custom courses, and events, they have been able to reduce administration and offer a better website registration experience for clients.

System requirements

The logistical requirements and website registration requirements for managing full time courses (e.g. degree courses) are very different than those for short courses and events as illustrated in the diagram below.

System requirements diagram

Student Management Systems (SMS) are primarily focused on record management and are not optimised for high-volume, transactional based activity. While some SMS can be adapted and customised to include the functionality, the cost and effort can be prohibitive.  Furthermore, while the end result of the custom development may deliver the basic functional requirements (e.g. can accept website registrations for short courses), the customer experience usually falls well short of what is delivered using a purpose built solution (e.g. Outlook appointments, reminders, venue location maps, flexible invoicing options, etc).

Executive development courses and services are generally targeted at the corporate market whereas full time enrolment courses (e.g. degree level) are targeted at students. By using separate systems, universities are able to easily segment the records so rather than mixing student records with corporate contacts and clients, the databases are kept separate.

Website development

Using a purpose built system also makes it easier and quicker to create a dynamic and interactive website.  Rather than developing a site from scratch, with the right purpose built solution the core website pages are pre-built, such as course pages, a course calendar, course search, and course catalogue.  A web designer just needs to apply a theme over the top. If custom pages or enhancements are required, the web designer is potentially able to access a purpose built API and add additional add-ons.

Private / custom courses

Private courses are a key part of most university executive/professional development programmes.  Course content is tailored to the client’s requirements and delivered on the date and at the location requested.  The logistics of running a private course are therefore very different to a full-time or short course.  The system used to manage these types of courses needs to be easy-to-use and manage activities such as booking presenters, venues, and catering. It also needs to help manage client communication and invoicing.

System integration

Running a separate system for short courses and events doesn’t necessarily mean the system shouldn’t be integrated with other university systems. There may in fact be a benefit to pass certain information between a University’s SMS, CRM, and other business applications.

Auckland University Executive Development

Screenshot of The University of Auckland’s Executive Development website

On and off campus events

Universities often run a full programme of events, on and off campus.  Requirements for running these events are very similar to short courses; both require a simple online registration and payment process with automated communication.

By using the same system used for managing short courses, universities are able to leverage any website integration and back office system integration (e.g. accounting system).  Their administration staff also benefits, as they only need to learn and use one system.

Download full article:  Create efficiencies and improve customer experience through a purpose built system (PDF 292 kb)