Daily Activity Dashboard Report

Module: Reports

Path: Reports > Processing Reports > Daily Activity Dashboard

Topic: Daily Activity Dashboard

Version(s): 5.1 and up

Editions: All

What Is Daily Activity Dashboard

The Daily Activity Dashboard displays Orders, Payments, and Shipments by date.

You will see the data presented here when you are reviewing Order Detail Screens

Using Calendar Icon to Set Date(s) is a good article to review when running reports manually or scheduling for automation.

Filter	Definition
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: orders placed in the date range, example if you run a report for month of Feb potentially you could have an order placed in Feb and a new item added in March. The March item will show on this report because the order date does not have a dependency on the line item addition successful payment transactions in the date range example if you run a report for month of Feb you could have a payment captured in Feb and then an RMA/Credit given in March. The RMA/Credit from March will not show on this report items shipped in the date range. example if you run a report for month of Feb 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. the items that ship in March will not show up on this report

Grouping	Definition
Customer Name	The customer's last name, first name
DNIS	The DNIS of the source of the order
Employee	The employee who placed the order
Mrch Tran Date	The payment date of the items
Order Date	The order date of the order
Order ID	The order ID
Product Group	The product group of the items on the order
Product Name	The name of the product offer
Ship Conf Date	The shipment date of the items
Team	The team of the employee who placed the order
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
Cycle	Continuity cycle

TILES

Tile	Definition
Orders	Count of orders created.
Payments	Count of payment transactions created.
Shipments	Count of shipment transactions created.

ORDERS BY DATE

Column	Definition
Order Load Date	Date that the order was created.
Order Date	Date that the products were ordered.
Total Orders	Count of orders created.
# Regular	Count of regular orders created.
# Continuity	Count of continuity orders created.
$ Gross	Quantity*Unit Price + Shipping + Tax for all orders created.
# Open	Count of orders created that are in a status other than closed.
# Closed	Count of orders created that are in a status of closed.

PAYMENTS BY DATE

Column	Definition
Payment Date	Date that the payment transaction was created.
Order Load Date	Date that the order was created.
Order Date	Date that the products were ordered.
# Attempts	Count of transactions that were attempted to be processed.
# Approved	Count of transactions that are approved.
$ Approved	Value of transactions that are approved.
# Declined	Count of transactions that are declined.
$ Declined	Value of transactions that are declined.
# Pending	Count of transactions that are pending.
$ Pending	Value of transactions that are pending.

SHIPMENTS BY DATE

Column	Definition
Shipment Date	Date of the shipment transaction.
Order Load Date	Date that the order was created.
Order Date	Date that the products were ordered.
# Shipments	Count of shipment transactions.
# Lines	Count of items shipped.
Awaiting Ship Confirm	Count of items in Item Awaiting Ship Confirm status.
Shipment Delivered	Count of items in Item Shipment Delivered status.