Continuity Projection Report Definitions

Continuity Projection Report Definitions

Info
Module: Reports
Path: Reports > Continuity/Installment Reports > Continuity Projection Report
Topic: Continuity Projection Report
Version(s):  5.1 and up
Editions: All

What Is Continuity Projection Report

This report displays estimated autoship statistics expected to be shipped in the selected date range.

Making The Connection

Where Will I See This Within OLX?

This report can help you with check/balance when using the Continuity Processing job.

What Imports/Exports Relate to Continuity Projection Report?

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

Setup

This is a report that you can create an automated schedule for, in order to deliver the data via email or to an FTP site.

Select control options from the report tool bar.

Preview




You'll notice control buttons displayed just above the results :
  1. View Report  - Displays results
  2. Hide Controls - Hides report filters
    1. Show Controls - Displays report filters
  3. Show Schedules  - Displays list of scheduled reports
  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 date range of any future shipments
Date Layout
  1. Fiscal Week
    1. This will display data to Monday - Sunday range
  2. Day
    1. this will display data for singular day

Report Layout
3 layer filter to display report data (see Grouping below)

example if set to Client/Cycle/AutoshipProductGroup

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
Client of the base product group
Show Inactive (Client)
Show in the report:
  1. Checked - show active and inactive Clients
  2. Unchecked - only show active Clients
The Product group of the continuity spawning item
Do Not Show Declined Autoshipments
  1. Checked - do not show continuities where the last item is in 'Item Declined' status
  2. Unchecked - show continuities where the last item is in 'Item Declined' status
Do Not Show Invalid Autoshipments
  1. Checked - do not show continuities where the last item is in 'Item Invalid' status
  2. Unchecked - show continuities where the last item is in 'Item Invalid' status
Do Not Show Held Autoshipments
  1. Checked - do not show continuities that are on hold
    1. (note this is not the same as having an item in Reg Hold status it is the actual continuity subscription)
  2. Unchecked - show continuities that are on hold
    1. (note this is not the same as having an item in Reg Hold status it is the actual continuity subscription)

Grouping/ Report Layout

Grouping
Definition
Client
The client associated to the original, base product group.
Autoship Product Group
Product group of the subsequent continuity items
Base Product Group
Product group of the continuity spawning item
Continuity cycle



 Column Definitions

Column
Definition
Row Total > # QTY
Quantity of items
Row Total > $Revenue
(Quantity * UnitPrice) + Shipping
Fiscal Week > # QTY
Quantity of items
Fiscal Week > $Revenue
(Quantity * UnitPrice) + Shipping
Day > # QTY
Quantity of items
Day > $Revenue
(Quantity * UnitPrice) + Shipping



Copyright 2019
Revised 1.12.2026

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