Deferred Revenue Report Definitions (Monthly Deferred Ship Revenue Report)

Deferred Revenue Report Definitions (Monthly Deferred Ship Revenue Report)

Info
Module: Reports
Path: Reports > Sales Reports > Deferred Revenue Report
Topic: Deferred Revenue Report
Version(s):  5.1 and up
Editions: All

What Is Deferred Revenue Report

  1. Sales Reports
    1. Deferred Revenue - See revenue received for a selected month by product family.

Making The Connection

Where Will I See This Within OLX?

This report shows items successfully processed in a given month and the month they were shipped out (or paid for charge only and credit items).

What Imports/Exports Relate to Deferred Revenue 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
Fiscal Year
Year of the successful payment/shipment transaction of the items
Report Layout
3-layer filter to display report data (see Grouping below)

example if set to Booking Date/Family/Status:

Format
(only shows when setting up a schedule)
This is the format that the report will export in:
  1. PDF
  2. Excel
  3. CSV
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
Fiscal Month
Month of the successful payment/shipment transaction of the items

Grouping/Report Layout

Grouping
Definition
  1. For
    1. debit items that are not charge only
      1. it will be the date they were shipped,
    2. for charge only and credit items
      1. it will be the month they were paid
  2. If a shipment or payment date is not available 'Unknown' will be displayed.
First five characters of the product group of the items
Status
  1. 'Credit' for credit items
  2. 'Sale' for debit items

 Column Definitions

Column
Definition
QuantityQuantity of the items
Ext Price
Quantity * Unit Price of the items (negative amount for credit items)
Shipping
Shipping of the items (negative amount for credit items)
Tax
Tax of the items (negative amount for credit items)
Total 
Quantity * Unit Price + Shipping + Tax of the items (negative amount for credit items)
Grand Totals
Sum of column(s)




Copyright 2019
Revised 1.22.2026

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