Autoship Batch Report Definitions

Autoship Batch Report Definitions

Info
Module: Reports
Path: Reports > Processing Reports > Autoship Batch Report
Topic: Autoship Batch Report
Version(s):  5.1 and up
Editions: All

What Is Autoship Batch Report

  1. Processing Reports 
    1. Continuity Batch Report - Autoship breakdown.

Making The Connection

Where Will I See This Within OLX?

This report is for autoship batches created in OLX via processing > autoship processing and/or create now from customer record.
Alert
The report name may be different depending on your system preference settings for Autoship Label

What Imports/Exports Relate to Autoship Batch 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
Fiscal Year

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.
Date Range
The date range the batch was created
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 will set the below Date Range to the Friday - Thursday date range selected from this drop down.
Client
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
Batch
A specific autoshipment batch
Report Type
Whether to show only inventory details, customer details or both          
*



 Column Definitions

Batch Totals
Definitions
Product Revenue

Shipping Revenue

Total Revenue


Autoship Batch Inventory Details
Definitions
Client
The client of the source of the order
Sequence
The description of the autoship sequence
SKU
The Product Name of the item
Sequence #
The cycle number the item is on
Price
The Unit Price of the item
# Units
The quantity of the item
# Rush Ship
If the item is rush then the quantity otherwise 0
Product Rev.
Quantity * UnitPrice + Tax of the item
Shipping Rev.
Shipping of the item

Autoship Batch Customer Details
Definitions
Customer Name
Customer first name and last name
Order #
The order ID
Item(s)
(The quantity) Product Name of the items
Sequence #
The cycle number the item is on
Product Rev.
Quantity * UnitPrice + Tax of the item
Shipping Rev.
Shipping of the item





Copyright 2019
Revised 12.29.2025

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