Agent Revenue Report Definitions

Agent Revenue Report Definitions

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

What Is Agent Revenue Report

  1. Performance Reports
    1. Agent Revenue Report - Displays item type revenue.

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).

What Imports/Exports Relate to Agent Revenue 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.
Calendar date selection based off above Date Type or can be manually set if using User Selected for the date range of the call/order
Format
(only shows when setting up a schedule)
This is the format that the report will export in:
  1. PDF
  2. Excel
  3. CSV
Report Layout
3-layer filter to display report data (see Grouping below)

example if set to Campaign/Client/Date:

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
The client of the source of the order
Show Inactive (Client)
Show in the report:
Checked - show active and inactive Clients
Unchecked - only show active Clients
The campaign of the source of the order
Show Inactive (Campaign)
Show in the report:
Checked - show active and inactive Campaigns
Unchecked - only show active Campaigns
The media type of the source of the 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:
Checked - show active and inactive Employees
Unchecked - only show active Employees
The location of the call/order
Show Inactive (Locations)
Show in report:
checked - show both active and inactive locations
unchecked - show only active locations
Do Not Show Cncld Items
  1. Unchecked - include items in 'Item Cancelled' status
  2. Checked - Do not include items in 'Item Cancelled' status
Do Not Show Ship Cncld Items
  1. Unchecked - include items in 'Item Shipment Cancelled'
  2. Checked - Do not include items in 'Item Shipment Cancelled'
Do Not Show Add ons
  1. Unchecked - include add on items
  2. Checked - Do not include add on items
Do Not Show Batch Ords
  1. Unchecked - include items from orders that were batch entered
  2. Checked - Do not include items from orders that were batch entered
Do Not Include Short Calls
  1. Unchecked - include show Short Calls
  2. Checked - Do not include show Short Calls
Do Not Show Imported Calls
  1. Unchecked - include calls that were imported
  2. Checked - Do not include calls that were imported

Grouping/Report Layout

Grouping
Definition
The campaign of the source of the order
The client of the source of the order
The date range of the call/order
The DNIS of the source of the call/order
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 order
The promo code of the call/order
The team of the employee who took 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
# XSL
Based on system preference will either be number of XSL items on each order or number of orders that had at least one XSL item
% XSL
# XSL / # Ords
$ XSL
Quantity * Unit Price of XSL items
# USL
Based on system preference will either be number of USL items on each order or number of orders that had at least one USL item
% USL
# USL / # Ords
$ USL
Quantity * Unit Price of USL items
# ADD
Based on system preference will either be number of ADD items on each order or number of orders that had at least one ADD item
% ADD
Based on system preference will either be # ADD / # Ords or # ADD / # CC Orders (Net Orders)
$ ADD
Quantity * Unit Price of ADD items
# RSH
The number of orders that had at least one RSH item or item that was rushed (isRush bit set to true)
% RSH
Based on system preference will either be # RSH / # Ords or # RSH / # CC Orders (Net Orders)
$ RSH
Quantity * Unit Price of RSH items
# Auto/CTY
The number of orders that had at least one CTY item or item that spawned an autoship sequence
% Auto/CTY
Based on system preference will either be # CTY / # Ords or # CTY / # CC Orders (Net Orders)
$ Auto/CTY
Quantity * Unit Price of Auto/CTY items
$ Prd Rev
Quantity * UnitPrice of the orders
$ Avg Tkt
$ Prd Rev / # Ords
$ Total Rev
(Quantity * UnitPrice) + Shipping of the orders
$ Total Avg Tkt
$ Total Rev / # Ords
$ Rev Per Call
$ Total Rev / # Ans



Copyright 2019
Revised 4.29.2026

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