Continuity Status Report Definitions

Continuity Status Report Definitions

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

What Is Continuity Status Report

  1. Continuity/Installment Reports
    1. Continuity Status Report - Displays the total items and returns for each autoship cycle.

Making The Connection

Where Will I See This Within OLX?

This report breaks down by cycle the status of items in continuity subscriptions.

What Imports/Exports Relate to Continuity Status 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.
Date range of the initial continuity order
Report Layout
3-layer filter to display report data (see Grouping below)

example if set to Campaign/Client/Product:

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 base product of the continuity sequence
Show Inactive (Client)
Show in the report:
  1. Checked - show active and inactive Clients
  2. Unchecked - only show active Clients
The script of the initial continuity 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 initial continuity order
Show Inactive (Campaign)
Show in the report:
  1. Checked - show active and inactive Campaigns
  2. Unchecked - only show active Campaigns
The product group of the initial continuity order
The base item of the initial continuity order
Show Inactive (Product)
Show in the report:
  1. Checked - show active and inactive Product
  2. Unchecked - only show active Product

Grouping/Report Layout

GroupingDefinition
Campaign
The campaign of the initial continuity order
The client of the base product of the continuity sequence
The product group of the initial continuity order
The product of the initial continuity order
The script of the initial continuity order

 Column Definitions

Column
Definition
Cycle #
Cycle number of the continuity subscription
# Cancel
Number of continuities that were cancelled or had a cancelled item for that cycle
$ Cancel
Quantity * UnitPrice of cancelled items
# Decline
Number of continuities where the item is in status for that cycle
  1. Item Declined Authorization
  2. Item Fatal Authorization
  3. Item Invalid
$ Decline
Quantity * UnitPrice of declined items
# On Hold
Number of continuities where:
  1. the item has the isOnHold bit set to true
    OR
  2. the item is in status for that cycle
    1. Item Reg. Hold
    2. Item Auto Hold
$ On Hold
Quantity * UnitPrice of on hold items
# Pending
Number of items that are not cancelled, declined, on hold or authed.
$ Pending
Quantity * UnitPrice of pending items
# Auth
Number of items where the item is in status for that cycle
  1. Item Ship Ready
  2. Item Awaiting Ship-Confirm
  3. Item Shipment Delivered
  4. Item Shipment Returned
  5. Item Paid
  6. Item Shipment Cancelled
  7. Service Complete
$ Auth
Quantity * UnitPrice of auth items
Total Items
# Cancel + # Decline + # On Hold + # Pending + # Auth
$ Total
$ Cancel + $ Decline + $ On Hold + $ Pending + $ Auth
# RMA
Number of items that have an RMA attached to them
$ RMA
Quantity * UnitPrice of RMA items
# Credit
Number of items that have an instant credit item attached to them
$ Credit
Quantity * UnitPrice of instant credit items
Total Return
# RMA + # Credit
$ Return
$ RMA + $ Credit
Grand Totals
Sum of column(s)





Copyright 2019
Revised 1.13.2026

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