Continuity Retention Analysis Report Definitions

Continuity Retention Analysis Report Definitions

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

What Is Continuity Retention Analysis Report

  1. Continuity/Installment Reports
    1. Continuity Retention Analysis Report - Displays gross and net autoship statistics.

Making The Connection

Where Will I See This Within OLX?

This report shows more in-depth statistics for continuity generated orders in OLX.

What Imports/Exports Relate to Continuity Retention Analysis 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
Filter to display report data (see Grouping below)
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 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
Product (Offer)
The product offer 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
The continuity sequence
Show Inactive (Sequence)
Show in the report:
  1. Checked - show active and inactive Sequence
  2. Unchecked - only show active Sequence
The employee that took the initial continuity order
Show Inactive (Employee)
Show in the report:
  1. Checked - show active and inactive Employees
  2. Unchecked - only show active Employees

Show Inactive (Comm Employee)
Show in the report:
  1. Checked - show active and inactive Comm Employees
  2. Unchecked - only show active Comm Employees
The DNIS of the initial continuity order



Grouping/Report Layout

Grouping
Definition
SequenceThe continuity sequence
The campaign of the initial continuity order
The media type of the source of the initial continuity order

 Column Definitions

Column
Definition
Initial
Number of initial continuity orders in the date range
Cancel
Number of continuities that are cancelled
Pending
Number of continuities that are not paid for or shipped yet
Waiting
Number of continuities that are paid but are waiting for their next cycle
Gr Actv
Number of continuities that are still active
%Gr Stk
Gr Actv / Initial
Nt Actv
Number of continuities that are paid but are waiting for their next cycle
%Nt Stk
Nt Actv / Initial
$Gross
(Quantity * UnitPrice) + Shipping for the continuity items and any installment items attached to that continuity item
$Paid
(Quantity * UnitPrice) + Shipping for the continuity items and any installment items attached to that continuity item that had successful payment transactions
$Ret Gr
(Quantity * UnitPrice) + Shipping for credit items items attached to that continuity item
$ Ret Nt
(Quantity * UnitPrice) + Shipping for credit items items attached to that continuity item that had successful payment transactions
%Ret Gr
$Ret Gr / $Gross
% Ret Nt
$ Ret Nt / $Paid
$Adj Gross
$Gross - $Ret Gr
$Adj Net
$Paid - $ Ret Nt
Orders Created
Number of continuities created that cycle
Orders Paid
Number of continuities with a successful payment transaction that cycle
Cancels Gross
Number of continuities stopped that cycle
Cancels Paid
Number of continuities stopped with a successful payment transaction that cycle
Pendings Unpaid
Number of continuities that are not paid for or shipped yet that cycle
Pendings Paid
Number of continuities that are paid but are waiting for their next cycle that cycle
Gross Retention Cycle %
Orders Created - Cancels Gross / Orders Created that cycle
Gross Retention Cum. %
Orders Created that cycle / Initial orders
Net Retention Cycle %
Orders Paid - Cancels Paid / Orders Paid that cycle
Net Retention Cum. %
Orders Paid that cycle / Initial orders
Total Order Revenue $ Gross Rev          
(Quantity * UnitPrice) + Shipping for the continuity items and any installment items attached to that continuity item
Total Order Revenue $ Paid Rev
(Quantity * UnitPrice) + Shipping for the continuity items and any installment items attached to that continuity item that had successful payment transactions
Credits Issued $ Gross
(Quantity * UnitPrice) + Shipping for credit items items attached to that continuity item
Credits Issued $ Paid
(Quantity * UnitPrice) + Shipping for credit items items attached to that continuity item that had successful payment transactions
Return Rate Gross %
Credits Issued $ Gross / Total Order Revenue $ Gross Rev that cycle
Return Rate Paid %
Credits Issued $ Paid / Total Order Revenue $ Gross Rev that cycle
Adjusted Revenue $ Gross Rev
Total Order Revenue $ Gross Rev - Credits Issued $ Gross that cycle
Adjusted Revenue $ Net Rev
Total Order Revenue $ Paid Rev - Credits Issued $ Paid that cycle





Copyright 2019
Revised 1.15.2026

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