Agent Ratio Report Definitions

Agent Ratio Report Definitions

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

What Is Agent Ratio Report

  1. Performance Reports
    1.  Agent Ratio Report - Reports on agent statistics.

Making The Connection

Where Will I See This Within OLX?

This report show OLX call (not call collector call data) and order information including gross commission amount for the items on the order

What Imports/Exports Relate to Agent Ratio 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 range of the call/order
Report Layout
3-layer filter to display report data (see Grouping below)

example if set to Date/Team/Employee:

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 order
Show Inactive (Client)
Show in the report:
  1. Checked - show active and inactive Clients
  2. Unchecked - only show active Clients
The campaign of the source of the 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 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
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 Include Imported Calls
Show in the report:
  1. Checked - do not show Imported Calls
  2. Unchecked - show Imported Calls

Grouping/Report Layout

Grouping
Definition
The date range of the call/order
The employee who took the call/order
Fiscal Week
The fiscal week the call/order came in
The team of the employee who took the call/order



 Column Definitions

Column
Definition
CallsAns
The number of calls answered for that grouping level
HoursWk
The number of hours worked excluding unpaid breaks for that grouping level
Calls/Hr
CallsAns / HoursWk
Ords
The number of orders for that grouping level
Ords/Hr
Ords / HoursWk
%Close
Ords / CallsAns
Xsell
Based on system preference will either be number of XSell items on each order or number of orders that had at least one XSell item
XS/Hr
Xsell / HoursWk
%XS
Based on a system preference will either be Xsell / Ords or Xsell / # Orders placed with a credit card
Add
Based on system preference will either be number of AddOn items on each order or number of orders that had at least one AddOn item          
Add/Hr
Add / HoursWk
%Add
Based on a system preference will either be Add / Ords or Add / # Orders placed with a credit card
Total Rev

Rev Ratio
Royalties / (Base Wage Earned + Commissions) : 1
USL

RSH

Effic %
Talk Time (call end time - call start time) / HoursWk
Comm Level
Gross commission amount for items on orders for that grouping level
CC Ords

Hrly Wage

Hourly Pay

Comm

Total Pay

Royalty

Profit

Grand Totals






Copyright 2019
Revised 2.17.2026

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