Continuity Customer List Report Definitions

Continuity Customer List Report Definitions

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

What Is Continuity Customer List Report

Reports > Continuity/Installment Reports > Continuity Customer List - A list of information pertaining to continuity orders.
  1. This report can either be run by
    1. Projected Next Ship Date which will project autoshipments for the date range,
    2. Immediate Next Ship date which will only show autoshipments that are due to ship out in the date range,
    3. Initial Order Date which will show the last cycle information for initial orders placed in that date range, or
    4. Cancelled Date which will she the last cycle information for autoshipments cancelled in that date range.

Making The Connection

Where Will I See This Within OLX?

The information from this report can be found on the Customer record under the Subscription Information.


What Imports/Exports Relate to Return 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

Filters

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 Friday - Thursday date range selected from this drop down.
Date Range
Calendar date selection based off above Date Type or can be manually set if using User Selected
Date Type
Order Date, Merchant Transmit Date (payment date) or Shipment Confirm date:
  1. orders placed in the date range,
    1. example if you run a report for month of Feb
      1. potentially you could have an order placed in Feb and a new item added in March.
      2. The March item will show on this report because the order date does not have a dependency on the line item addition
  2. successful payment transactions in the date range
    1. example if you run a report for month of Feb
      1. you could have a payment captured in Feb and then an RMA/Credit given in March.
      2. The RMA/Credit from March will not show on this report
  3. items shipped in the date range.
    1. example if you run a report for month of Feb
      1. you could have an order that creates on the last day of the month after morning processing and therefore does not process until the first of the following month.
      2. the items that ship in March will not show up on this report
Report Layout
3 layer filter to display report data (see Grouping below)

example if set to Order Date/Order ID/ DNIS:
 
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
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
Campaign
The campaign of the source of the order
Show Inactive (Campaign)
Show in the report:
  1. Checked - show active and inactive Campaigns
  2. Unchecked - only show active Campaigns
Sequence
The autoship sequence that are active within the system
Show Inactive (Sequence)
The autoship sequence that have been made inactive in the system
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)
Status
  1. All
  2. Active Only
  3. Cancelled Only
  4. On Hold Only
  5. Active in Init Ord Date Range
Only show CCs that will expire before next ship date 
  1. Checked - Only show autoshipments whose credit card will expire before the next ship date
  2. Unchecked - show all credit cards orders regardless of expiration date

Grouping/Report Layout

Customer
The customer's last name, first name
Cycle
Continuity cycle
Detail Only
Displays alphabetical order of Customer Lname, Fname
DNIS
The DNIS of the initial continuity order.
Initial Order Date
The order date of the first order
Next Ship Date
The next (upcoming) shipment date of the items
Sequence
The name of the product offer of the initial item in the sequence
Status
Active or Cancelled

 Column Definitions

Address
Customer address
Phone #/Email
Customer phone number and email address if available
Sequence
The product offer name of the initial item in the sequence
Status
Active or Cancelled
Autoship Info
The product offer name, (Quantity * UnitPrice) + Shipping and cycle number for that autoshipment cycle
Payment Method
Payment method of the initial order and credit card expiration date if applicable
Next Ship Date
The next ship date for the autoship sequence


Copyright 2019
Revised 4.30.2025

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