Adjusted Performance Report Definitions

Adjusted Performance Report Definitions

Info
Module: Reports
Path: Reports > Performance Reports > Adjusted Performance Report
Topic: Adjusted Performance Report
Version(s):  5.1 and up
Editions: All

What Is Adjusted Performance Report

  1. Performance Reports
    1.  Adjusted Performance Report - Adjust rates based on 'Do not sell states' and disallowed payment methods.   

Making The Connection

Where Will I See This Within OLX?

This report is based on calls that are created when an agent enters the new order screen (not call collector calls). It includes the number of item type sale opportunities based on script settings

What Imports/Exports Relate to Adjusted Performance Report?

  1. At this time there are no imports/exports related to the report

Setup


Preview



You'll notice control buttons displayed just above the results. Review Report Tools (orderlogix.com) article for more information on how to utilize each control button. :
  1. View Report  - Displays results
    1. Displays the toolbar 
  2. Hide Controls - Hides report filters
    1. Show Controls - Displays report filters
  3. Show Schedules  - Displays schedule editor
    1. Format filter will display at top of screen
    2. Delivery and Encryption tabs will display on bottom left of screen
  4. Show Instances - Displays list of previously ran and pending reports. Click on the status to review the job log.
  5. Close  - Close out of the report popup.

Report Definitions

Using Calendar Icon to Set Date(s) is a good article to review when running reports manually or scheduling for automation.

Filters

Filter
Definition
Date Type
  1. User Selected
    1. Allows the user to select any calendar day for start and end range.
  2. Last Week (S)
    1. The previous week starting with Sunday will automatically be set in the Date Range
  3. Last Week (M) 
    1. The previous week starting with Monday will automatically be set in the Date Range
  4. This Quarter
    1. Date Range will set to the current quarter based off the current date and which quarter it falls in:
      1. First quarter, Q1: 1 January – 31 March (90 days or 91 days in leap years)
      2. Second quarter, Q2: 1 April – 30 June (91 days)
      3. Third quarter, Q3: 1 July – 30 September (92 days)
      4. Fourth quarter, Q4: 1 October – 31 December (92 days)
  5. Last Year
    1. Jan 01 of previous year to Dec 31 of previous year
  6. Last Month
    1. Day one of previous month to the last day of the previous month
  7. This Week (S) - Sunday
    1. Current week from Sunday to the following Saturday
  8. This Week (M) - Monday
    1. Current week from Monday to the following Sunday
  9. This Month
    1. First day of current month to last day of current month
  10. This Week to Date (S) - Sunday
    1. Sunday of current week to current date
  11. This Week to Date (M) - Monday
    1. Monday of current week to current date
  12. This Month to Date
    1. First day of current month to current day
  13. Tomorrow
    1. Current day plus one
  14. Now to End of Week (S) - Sunday
    1. Current day the next Sunday
  15. Now to End of Week (M) - Monday
    1. Current day to the next Monday
  16. Now to End of Month
    1. Current date to last day of the current month
  17. Now to End of Year
    1. Current date to Dec 31 (current year)
  18. Last Quarter
    1. Date Range will set to the previous quarter based off the current date and which quarter it falls in:
      1. First quarter, Q1: 1 January – 31 March (90 days or 91 days in leap years)
      2. Second quarter, Q2: 1 April – 30 June (91 days)
      3. Third quarter, Q3: 1 July – 30 September (92 days)
      4. Fourth quarter, Q4: 1 October – 31 December (92 days)
  19. This Quarter To Date
    1. Date Range will set to the current quarter based off the current date up to the current dates data:
      1. First quarter, Q1: 1 January – 31 March (90 days or 91 days in leap years)
      2. Second quarter, Q2: 1 April – 30 June (91 days)
      3. Third quarter, Q3: 1 July – 30 September (92 days)
      4. Fourth quarter, Q4: 1 October – 31 December (92 days)
  20. Year to Date
    1. Jan 01 (current year) to current date
Fiscal Week
(only shows during manual run when utilizing User Selected Date Type above)
This will set the below Date Range to the Monday - Sunday date range selected from this drop down.
The date the call/order came in
Hire Date
Date Employee was hired
Report Layout
3-layer filter to display report data (see Grouping below)

example if set to Order Date/Order ID/ DNIS:

Expand
  1. None
    1. will not expand any of the selected groupings and only show the first layer of the Groupings set in Report Layout
  2. One
    1. will expand only the first Grouping to display the first and second layer of the Groupings set in Report Layout
  3. Two
    1. will expand all Groupings to display all layers of the Groupings set in Report Layout
Format
(only shows when setting up a schedule)
This is the format that the report will export in:
  1. PDF
  2. Excel
  3. CSV
The client of the source of the call/order
Show Inactive (Client)
Show in the report:
  1. Checked - show active and inactive Clients
  2. Unchecked - only show active Clients
The script of the source of the call/order
Show Inactive (Script)
Show in the report:
  1. Checked - show active and inactive Script
  2. Unchecked - only show active Script
The campaign of the source of the call/order
Show Inactive (Campaign)
Show in the report:
  1. Checked - show active and inactive Campaigns
  2. Unchecked - only show active Campaigns
The media type of the source of the call/order
The product group of the items on the order
The team of the employee who took the call/order
The employee who took the call/order
Show Inactive (Employee)
Show in the report:
  1. Checked - show active and inactive Employees
  2. Unchecked - only show active Employees
The location of the call/order
Show Inactive (Locations)
Show in report:
  1. checked - show both active and inactive locations
  2. unchecked - show only active locations
The payment method of the order
Show Inactive (Payment Method)
Show in the report:
  1. Checked - show active and inactive payment method
  2. Unchecked - only show active payment method
Day Of Week
The day of week the call/order came in (Monday, Tuesday, Wednesday etc)
Don't Show Cancelled Items
Show in the report:
  1. Checked - do not include items in 'Item Cancelled' status in the results.
  2. Unchecked - include items in 'Item Cancelled' status in the results. 
Don't Show Ship Cancelled Items
Show in the report:
  1. Checked - do not include items in 'Item Shipment Cancelled' status in the results.
  2. Unchecked - include items in 'Item Shipment Cancelled' status in the results. 
Don't Show Addons
Show in the report:
  1. Checked - do not include add on items
  2. Unchecked - include add on items
Don't Show Batch Orders
Show in the report:
  1. Checked - do not show calls that are part of a data entry batch
  2. Unchecked - show calls that are part of a data entry batch
Don't Show Unpaid Items
Show in the report:
  1. Checked only show items with a successful payment transaction or auth on cc orders, all items on orders with a payment type that is not a credit card, and service only items.
  2. Unchecked show all items.
Don't Include Imported Calls
Show in the report:
  1. Checked - do not show Imported Calls
  2. Unchecked - show Imported Calls
Do Not Include Autos in Auto/CTY Cols
Show in the report:
  1. Checked will include autoship spawning items
  2. Unchecked the Auto/Cty columns will ONLY include orders with items of type CTY on them, it will not include autoship spawning items
  1. Adjust For Script Settings
Show in the report:
  1. Checked - the # Item Type Ords and Items will be divided by the Item Type Opp,
  2. Unchecked - it will be divided by # Ords

Grouping/Report Layout

Grouping
Definition
The campaign code of the campaign of the source of the call/order
The campaign of the source of the call/order
The client of the source of the call/order
The date the call/order came in
Day Of Week
The day of week the call/order came in (Monday, Tuesday, Wednesday etc)
The DNIS of the source of the call/order
The employee who took the call/order
The number of the employee who took the call/order
Fiscal Week
The fiscal week the call/order came in
The hour the call/order came in
The media type of the source of the call/order
The payment method of the order
The promo code of the call/order
The team of the employee who took the call/order
The toll-free number of the DNIS of the call/order

 Column Definitions

Column
Definition
# Ans
The number of calls in the date range
# Valid
The number of calls with dispositions that are set to count against an agent's close rate as determined by the script
# Ords
The numbers of orders in the date range (does not include auto generated orders)
% Close
# Ords / # Ans
% Adj Close
# Ords / # Valid
# XSell Ords
The number of orders that have at least one XSL item
# XSell Items
The number of XSL items
# XSell Opp
The number of orders that had the opportunity to sell an XSL item based on do not sell states and payment methods
% XSell Ords
# XSL Ords / (When the adjust checkbox is checked then # Xsell Opp otherwise #Ords)
% XSell Items
# XSL Items / (When the adjust checkbox is checked then # Xsell Opp otherwise #Ords)
# UpSell Ords
The number of orders that have at least one USL item
# UpSell Items
The number of USL items
# UpSell Opp
The number of orders that had the opportunity to sell an USL item based on do not sell states and payment methods
% UpSell Ords
# UpSell Ords / (When the adjust checkbox is checked then # Upsell Opp otherwise #Ords)
% UpSell Items
# UpSell Items / (When the adjust checkbox is checked then # Upsell Opp otherwise #Ords)
# AddOn Ords
The number of orders that have at least one ADD item
# AddOn Items
The number of ADD items
# AddOn Opp
The number of orders that had the opportunity to sell an ADD item based on do not sell states and payment methods
% AddOn Ords
# AddOn Ords / (When the adjust checkbox is checked then # AddOn Opp otherwise #Ords)
% AddOn Items
# AddOn Items / (When the adjust checkbox is checked then # AddOn Opp otherwise #Ords)
# Rush Ords
The number of orders that have at least one RSH item or item that was rushed (isRush bit set to true)
# Rush Items
The number of RSH or rushed items (isRush bit set to true)
# Rush Opp
The number of orders that had the opportunity to sell an RSH or rush item based on the do not sell states and payment methods
% Rush Ords
# Rush Ords / (When the adjust checkbox is checked then # Rush Opp otherwise #Ords)
% Rush Items
# Rush Items / (When the adjust checkbox is checked then # Rush Opp otherwise #Ords)
# Auto/Cty Ords
The number of orders that had at least one CTY item or item that spawned an autoship sequence*
# Auto/Cty Items
The number of CTY or autoship spawning items*
# Auto/Cty Opp
The number of orders that had the opportunity to sell a CTY or autoship spawning item*
% Auto/Cty Ords
# Auto/Cty Ords / (When the adjust checkbox is checked then # Auto/Cty Opp otherwise #Ords)*
% Auto/Cty Items
# Auto/Cty Items / (When the adjust checkbox is checked then # Auto/Cty Opp otherwise #Ords)*
# Lead
The number of calls that did not result in a sale and had customer first name, last name, address, city, state, zip and phone number
% Lead
# Lead / (# Ans - # Ords)
# Email
The number of calls that had a valid email address
% Email
# Email / # Ans
$ Prd Rev
Quantity * UnitPrice of the orders
$ Avg Tkt
$ Prd Rev / # Ords
$ Total Rev
(Quantity * UnitPrice) + Shipping of the orders
$ Total AvgTkt
$ Total Rev / # Ords
$ Prd Rev PerCall
$ Prd Rev / # Ans
$ Rev PerCall
$ Total Rev / # Ans
Grand Totals
Sum of column(s)




Copyright 2019
Revised 2.17.2026



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