Continuity Retention Report Definition

Continuity Retention Report Definition


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

What Is Continuity Retention Report

  1. Continuity/Installment Reports               
    1. Continuity Retention - Displays actual autoship statistics.


Making The Connection

Where Will I See This Within OLX?

This report shows statistics for continuity generated orders in OLX.

What Imports/Exports Relate to Continuity Retention Report?

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

Setup

You can view returns by Date, Client, Campaign, Product Group, Team, and Employee.   Select "Show Inactive" boxes to view inactive information in filters.

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.

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
  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 Type
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 Friday - Thursday date range selected from this drop down.
Date range of the initial continuity order
  1. Calendar date selection based off above Date Type or can be manually set if using User Selected
Report Layout
Filter to display report data (see Grouping below)
example if set to Sequence:


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 media type of the source of the initial continuity order
The product group of the initial continuity order
Product OfferThe product offer of the initial continuity order
Show Inactive (Product Offer)
Show in the report:
  1. Checked - show active and inactive Product Offer
  2. Unchecked - only show active Product Offer
The employee that took the initial continuity order
Show Inactive (Employee)
Show in the report:
  1. Checked - show active and inactive Employee
  2. Unchecked - only show active Employee
The employee that was paid commission on the initial continuity order.
Show Inactive (Comm Employee)

Show in the report:
  1. Checked - show active and inactive Comm Employee
  2. Unchecked - only show active Comm Employee
The DNIS of the initial continuity order. Can only report on a single DNIS each run.
Date Layout
Whether to view the results by fiscal week or month

Grouping/Report Layout

Grouping
Definition
Campaign
The campaign of the initial continuity order
The custom1 field of the initial continuity order
The media type of the source of the initial continuity order
Month
The month the initial continuity order was placed
The script of the initial continuity order
The continuity sequence
The sku of the initial continuity order


Column Definitions

Column
Definition
Avg
Sum of cycle 1-12+ # shipped (/) divided by # cycle 1 shipped
Initial
Number of initial continuity orders in the date range
Pend
Pending is not paid and not shipped; waiting is paid but waiting for its next cycle.
Actv
Number of initial continuity orders that have not been cancelled.
%Stk
Actv (/) divided by Initial.
$Gross
(Quantity (*) multiplied by UnitPrice) (+) plus Shipping amount for debit items for all subsequent continuities
#Ret
Number of credit items for all subsequent continuities
$Ret
(Quantity (*) multiplied by UnitPrice) (+) plus Shipping amount for credit items for all subsequent continuities
%Ret
$ Ret (/) divided by $ Gross
$Net
$ Gross (-) subtract $ Ret
#Ship
Number of continuities shipped that cycle
#Drop
Number of continuities cancelled that cycle
Pend
# Ship from the previous cycle (-) subtract # Drop from the previous cycle (-) subtract # Ship from the current cycle
%Stk
# Ship from the current cycle (/) divided by # Ship from the previous cycle
%Cm
# Ship from the current cycle (/) divided by Initial
$Gross
(Quantity (*) multiplied by UnitPrice) (+) plus Shipping amount for debit items for all subsequent continuities
#Ret
Number of credit items for all subsequent continuities
$Ret
(Quantity (*) multiplied by UnitPrice) (+) plus Shipping amount for credit items for all subsequent continuities
%Ret
$ Ret (/) divided by $ Gross
$Net
$ Gross (-) subtract $ Ret



Copyright 2019
Revised 1.09.2026









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