Flattened Export Definitions

Flattened Export Definitions

Module: Reports
Path: Reports > Processing Reports > Flattened Export 
Topic: Flattened Export 
Version(s):  5.1 and up
Editions: All



What Is The Flattened Export?

The Data warehouse Export and the Flattened Export are both very valuable reports in OrderLogix. The reports allow you to retrieve data in a variety of combinations, some of which may not be available from other default reports. Both reports allow you to select from multiple date filters, item statuses, and product values, as well as allowing you to select exactly which columns you would like displayed.
The columns available differ on each export: Review Data Warehouse Export Columns and Flattened Export Columns
You can setup default columns to be displayed when creating new Data Warehouse and Flattened Exports by reviewing the article "How to Set Default Columns for the Datawarehouse Export and the Flattened Export"

Setup

Navigate to Reports > Processing Reports > Flattened Export



Tool Bar

Utilizing the buttons on the tool bar  you can:
Go back to the previous screen 
Print 
Minimize Tax Account module 


Schedule


Review Automated Schedule and Process Alerts for more information on how to set this section up.

Show Schedules



Show Upcoming

Review Show Upcoming for more information on details found here.



Configuration

Selection

Directly under the Configuration > Selection tab you will see a drop down with the options of Data Warehouse Export or Flattened Data Warehouse Export.
Confirm Flattened Data Warehouse Export is selected.



Selection > Columns

Review Column Definitions for more precise information on what details will be pulled with the selected column.


Single arrows move highlighted column(s) to the other side
Double arrows move ALL columns to the other side

To select a column to be generated on the report:
  1. Highlight the column name from the Available Columns list 
    1. click the right single arrow to move it to the Selected Columns list
  2. To select multiple columns click on the first column desired and press and hold the CTRL button on your keyboard while selecting additional columns
    1. click the right single arrow to move it to the Selected Columns list
  3. To move all of the columns from Available Columns to Selected Columns click the right double arrows
To move columns out of the Selected Columns list repeat the steps above and click the left facing arrow(s).


Selection > Date Filters



Select the type of date to filter the returned results by.
  1. Order Date - date the order was placed
  2. System Entry Date - date the order entered OLX
  3. Payment Date - date payment was made on the order; approved or declined
  4. Ship/Export Date - date order was shipped or exported
  5. Hold Date - date on hold until for items in regular hold status
  6. Auto Date - next ship date of autoship (continuity/subscription)
  7. Last Item Status Update - date of when the item status changed 
Select the date range:
  1. No Date Filter
  2. User Selected
    1. Fiscal Week - the accounting period
    2. Date Range - day to start looking at data and day to stop looking at data
      1. Click on calendar  icon for easier selection of date(s) needed
  3. Last Week (S) - Date Range automatically set
  4. Last Week (M) - Date Range automatically set
  5. This Quarter - Date Range automatically set
  6. Last Year - Date Range automatically set
  7. This Week (S) - Date Range automatically set
  8. This Week (M) - Date Range automatically set
  9. This Month - Date Range automatically set
  10. This Week To Date (S) - Date Range automatically set
  11. This Week To Date (M) - Date Range automatically set
  12. This Month To Date - Date Range automatically set
  13. Tomorrow - Date Range automatically set
  14. Now to end of week (S) - Date Range automatically set
  15. Now to end of week (M) - Date Range automatically set
  16. Now to end of month - Date Range automatically set
  17. Now to end of year - Date Range automatically set
  18. Last Quarter - Date Range automatically set
  19. This Quarter To Date - Date Range automatically set
  20. Year to Date - Date Range automatically set

Selection > Item Status



Click on the box beside the item status(es) to select for filtering records displayed in report.



Selection > Products


Single arrows move highlighted Product(s) to the other side
Double arrows move ALL  Products to the other side

To select a column to be generated on the report:
  1. Highlight the Product name from the Available list 
    1. click the right single arrow to move it to the Selected list
  2. To select multiple Products click on the first Product desired and press and hold the CTRL button on your keyboard while selecting additional Products
    1. click the right single arrow to move it to the Selected list
  3. To move all of the Products from Available to Selected click the right double arrows
To move columns out of the Selected list repeat the steps above and click the left facing arrow(s).


Selection > Client


Single arrows move highlighted Client(s) to the other side
Double arrows move ALL  Clients to the other side

To select a column to be generated on the report:
  1. Highlight the Client name from the Available list 
    1. click the right single arrow to move it to the Selected list
  2. To select multiple Clients click on the first Client desired and press and hold the CTRL button on your keyboard while selecting additional Clients
    1. click the right single arrow to move it to the Selected list
  3. To move all of the Clients from Available to Selected click the right double arrows
To move columns out of the Selected list repeat the steps above and click the left facing arrow(s).


Selection > Campaign


Single arrows move highlighted Campaign(s) to the other side
Double arrows move ALL  Campaigns to the other side

To select a column to be generated on the report:
  1. Highlight the Campaign name from the Available list 
    1. click the right single arrow to move it to the Selected list
  2. To select multiple Campaigns click on the first Campaigns desired and press and hold the CTRL button on your keyboard while selecting additional Campaigns
    1. click the right single arrow to move it to the Selected list
  3. To move all of the Campaigns from Available to Selected click the right double arrows
To move columns out of the Selected list repeat the steps above and click the left facing arrow(s).


Selection > Script


Single arrows move highlighted Script(s) to the other side
Double arrows move ALL  Scripts to the other side

To select a column to be generated on the report:
  1. Highlight the Script name from the Available list 
    1. click the right single arrow to move it to the Selected list
  2. To select multiple Scripts click on the first Script desired and press and hold the CTRL button on your keyboard while selecting additional Scripts
    1. click the right single arrow to move it to the Selected list
  3. To move all of the Scripts from Available to Selected click the right double arrows
To move columns out of the Selected list repeat the steps above and click the left facing arrow(s).


Selection > Media/Promo


Single arrows move highlighted Media(s) to the other side
Double arrows move ALL  Media to the other side

To select a column to be generated on the report:
  1. Highlight the Media name from the Available list 
    1. click the right single arrow to move it to the Selected list
  2. To select multiple Media click on the first Media desired and press and hold the CTRL button on your keyboard while selecting additional Media
    1. click the right single arrow to move it to the Selected list
  3. To move all of the Media from Available to Selected click the right double arrows
To move columns out of the Selected list repeat the steps above and click the left facing arrow(s).


Selection > Employee


Single arrows move highlighted Employee(s) to the other side
Double arrows move ALL  Employee to the other side

To select a column to be generated on the report:
  1. Highlight the Employee name from the Available list 
    1. click the right single arrow to move it to the Selected list
  2. To select multiple Employee click on the first Employee desired and press and hold the CTRL button on your keyboard while selecting additional Employee
    1. click the right single arrow to move it to the Selected list
  3. To move all of the Employee from Available to Selected click the right double arrows
To move columns out of the Selected list repeat the steps above and click the left facing arrow(s).


Selection > Other


Enter specific criteria to filter returned records by

Other Criteria
  1. Order #
  2. Auto Seq#
  3. Ship Charge Profile
  4. Location 
  5. DNIS
  6. Ship State
  1. None
  2. American Express
  3. Check
  4. Discover
  5. Invoice
  6. Mastercard
  7. Money Order
  8. Telecheck
  9. Visa
Continuity Type
  1. All Autoshipments
  2. Pending Autoshipments
  3. Cancelled Autoshipments
  4. Held Autoshipments
Please keep in mind autoshipments that are put on hold do NOT automatically release. They must be manually released for processing to continue.


Delivery



Delivery > FTP - SFTP (SSH) - FTPS (SSL)


  1. Delivery Method - select if you will be using FTP, SFTP, or FTPS
  2. Server Address - IP address of server to send the file to that has been whitelisted by Orderlogix
  3. Server Port - port on the IP address listed above
  4. Folder - directory or path for dropping of the files
  5. User Name - same as is being used on the above listed folder
  6. Password - same as is being used on the above listed folder
You will need to make sure that you have requested a firewall rule be made for any IP address outside of Orderlogix your system needs to communicate with.

Delivery > Email

Selecting the Email Delivery Method will display an email template that will send along with the results of the job log.

  1. Delivery Method - select Email
  2. From Address - enter an email that has already been setup in Email Profiles 
  3. Email Address - enter the email you want the job log to send to
  4. CC - add any additional emails here
  5. Subject - enter a subject line to let the recipient know what results they are receiving 
  6. Message - enter the body of the email here with any additional information you would the recipient to have



Encryption

Clicking on the Encryption tab allows you to select which method you would like the results to be encrypted with.


Clicking on the drop down displays 2 options for encryption:

  1. Zip - ZIP supports a simple password-based symmetric encryption system.
  2. PGP - Pretty Good Privacy (PGP) is an encryption program that provides cryptographic privacy and authentication for data communication

ZIP


  1. Encryption Method - select Zip
  2. File Name - designated file name
  3. File Password - this is the same password that must be used when opening the file
  4. Confirm Password - exact match to entry in File Password field above
You'll want to read "Using Zip Encryption & Decryption in OrderLogix" for additional information

PGP


  1. Encryption Method - select PGP
  2. File Name - designated file name
  3. PGP Key Option - drop down will display PGP Keys that have already been setup
OrderLogix supports both file extensions of: .txt or a .asc for the PGP files.


Definitions

This report is for orders in OLX and any autoship orders that are going to be generated from the orders. Orders are flattened to one or more lines with 5 items per line.

Flattened Data Warehouse Export Column Definitions

FOR ORDERS


ActiveAuto
Whether or not the order is part of an active autoshipment, True for active auto, False for cancelled auto N/A for orders not part of an auto sequence     
Address
Ship to address of the order
Address2
Ship to address 2 of the order
ANI
The ANI of the call associated with the order, if available
BillAddress
Bill to address for the order
BillAddress2
Bill to address 2 for the order
BillCity
Bill to city for the order
BillCompanyName
Bill to company name for the order
BillCountry
Bill to country for the order
BillFirstN
Bill to first name for the order
BillLastN
Bill to last name for the order
BillPhoneNumber
Bill to phone number for the order
BillPMPhoneNumber
Bill to pm phone number for the order
BillPostalCode
Bill to postal code for the order
BillState
Bill to state for the order
CallImportID
The import id of the call the order was placed on, if available
CampaignName
The name of the campaign of the source of the order
City
Ship to city for the order
Client
The client of the source of the order
ContactFirstN
Ship to first name for the order
ContactLastN
Ship to last name for the order
Continued
Whether or not the row is a continuation of the previous row. Occurs with orders over 5 items. Y or N.
cost1
Unit cost of the first item
cost2
Unit cost of the second item
cost3
Unit cost of the third item
cost4
Unit cost of the fourth item
cost5
Unit cost of the fifth item
count1
Unit count of the first item
count2
Unit count of the second item
count3
Unit count of the third item
count4
Unit count of the fourth item
count5
Unit count of the fifth item
Country
Ship to country for the order
custnum
The customer ID of the customer
Custom1
The custom 1 value for the order
Custom2
The custom 2 value for the order
Custom3
The custom 3 value for the order
Custom4
The custom 4 value for the order
Custom5
The custom 5 value for the order
CustStatus
The current customer status of the customer
datecreated
The system entry date of the order
dateordered
The order date of the order, initial order date for autoship generated orders
DateProc1
The last payment transaction date for the first item, can be approved or declined
DateProc2
The last payment transaction date for the second item, can be approved or declined
DateProc3
The last payment transaction date for the third item, can be approved or declined
DateProc4
The last payment transaction date for the fourth item, can be approved or declined
DateProc5
The last payment transaction date for the fifth item, can be approved or declined
DateShip1
The shipment date for the first item
DateShip2
The shipment date for the second item
DateShip3
The shipment date for the third item
DateShip4
The shipment date for the fourth item
DateShip5
The shipment date for the fifth item
DayCreated
The difference in days between the minimum order date in OLX and datecreated + 1
DayOrdered
The difference in days between the minimum order date in OLX and dateordered + 1
DayProcessed1
The difference in days between the minimum order date in OLX and DateProc1 + 1
DayProcessed2
The difference in days between the minimum order date in OLX and DateProc2 + 1
DayProcessed3
The difference in days between the minimum order date in OLX and DateProc3 + 1
DayProcessed4
The difference in days between the minimum order date in OLX and DateProc4 + 1
DayProcessed5
The difference in days between the minimum order date in OLX and DateProc5 + 1
DayShipped1
The difference in days between the minimum order date in OLX and DateShip1 + 1
DayShipped2
The difference in days between the minimum order date in OLX and DateShip2 + 1
DayShipped3
The difference in days between the minimum order date in OLX and DateShip3 + 1
DayShipped4
The difference in days between the minimum order date in OLX and DateShip4 + 1
DayShipped5
The difference in days between the minimum order date in OLX and DateShip5 + 1
declines
For declined items, the total number of declines for that item
dnis
The DNIS of the source of the order
EmailAddress
The email address of the customer
EmpFirstN
First name of the employee who took the order
EmpLastN
Last name of the employee who took the order
enteredby
Employee number of the employee who took the order
Gender
Gender of the customer
holdDate1
If the first item is on reg hold then the release date
holdDate2
If the second item is on reg hold then the release date
holdDate3
If the third item is on reg hold then the release date
holdDate4
If the fourth item is on reg hold then the release date
holdDate5
If the fifth item is on reg hold then the release date
ImportOrderNumber
The import id of the order if available
iscredit1
Whether or not the first item is a credit item
iscredit2
Whether or not the second item is a credit item
iscredit3
Whether or not the third item is a credit item
iscredit4
Whether or not the fourth item is a credit item
iscredit5
Whether or not the fifth item is a credit item
Last4
Last 4 digits of the credit card number, if available
Location
Location of the order
MediaType
The media type of the source of the order
NoSoliciting
Whether or not the customer allow soliciting
OrderID
The order ID of the order
OrderTime
The time of the order date
OrdTotDebit
Quantity * UnitPrice for ALL the debit items on the order
paymentmethod
The current payment method for the order
PhoneNumber
Ship to phone number for the order
PostalCode
Ship to postal code for the order
price1
UnitPrice of the first item
price2
UnitPrice of the second item
price3
UnitPrice of the third item
price4
UnitPrice of the fourth item
price5
UnitPrice of the fifth item
prod1
Product name of the first item
prod2
Product name of the second item
prod3
Product name of the third item
prod4
Product name of the fourth item
prod5
Product name of the fifth item
promocode
The promo code of the order if available
qty1
Quantity of the first item
qty2
Quantity of the second item
qty3
Quantity of the third item
qty4
Quantity of the fourth item
qty5
Quantity of the fifth item
Script
Script of the source of the order
ShipCompanyName
Ship to company name of the order
shipping1
Shipping of the first item
shipping2
Shipping of the second item
shipping3
Shipping of the third item
shipping4
Shipping of the fourth item
shipping5
Shipping of the fifth item
ShippingMethod
The shipping method of the ship charge profile for the order, if available
SourceName
The name of the source of the order
State
Ship to state for the order
status1
Item status of the first item
status2
Item status of the second item
status3
Item status of the third item
status4
Item status of the fourth item
status5
Item status of the fifth item
tax1
Tax amount of the first item
tax2
Tax amount of the second item
tax3
Tax amount of the third item
tax4
Tax amount of the fourth item
tax5
Tax amount of the fifth item
total
Quantity * UnitPrice + Shipping + Tax for the whole order
totalShipping
Shipping for the whole order
totalTax
Tax for the whole order
Tracking1
Tracking number of the first item, if available
Tracking2
Tracking number of the second item, if available
Tracking3
Tracking number of the third item, if available
Tracking4
Tracking number of the fourth item, if available
Tracking5
Tracking number of the fifth item, if available
type1
Item type of the first item
type2
Item type of the second item
type3
Item type of the third item
type4
Item type of the fourth item
type5
Item type of the fifth item
VoiceLogID
The recording id of the order if available
WebOrderNo
The web order number of the order

For Pending Autoshipments


ActiveAuto
True
Address
Ship to address of the autoship profile
Address2
Ship to address 2 of the autoship profile
ANI
blank
BillAddress
Bill to address of the autoship profile
BillAddress2
Bill to address 2 of the autoship profile
BillCity
Bill to city of the autoship profile
BillCompanyName
Company name of the customer record
BillCountry
Bill to country of the autoship profile
BillFirstN
Bill to first name of the autoship profile
BillLastN
Bill to last name of the autoship profile
BillPhoneNumber
Master customer record phone number
BillPMPhoneNumber
Master customer record pm phone number
BillPostalCode
Bill to postal code of the autoship profile
BillState
Bill to state of the autoship profile
CallImportID
blank
CampaignName
The campaign of the source of the base order
City
Ship to city of the autoship profile
Client
The client of the source of the base order
ContactFirstN
Ship to first name of the autoship profile
ContactLastN
Ship to last name of the autoship profile
Continued
N
cost1
Unit cost of the autoship item to be generated
cost2
0
cost3
0
cost4
0
cost5
0
count1
Unit count of the autoship item to be generated
count2
0
count3
0
count4
0
count5
0
Country
Ship to country of the autoship profile
custnum
The customer ID of the customer
Custom1
Custom 1 field of the base order
Custom2
Custom 2 field of the base order
Custom3
Custom 3 field of the base order
Custom4
Custom 4 field of the base order
Custom5
Custom 5 field of the base order
CustStatus
The current customer status
datecreated
blank
dateordered
The initial order date
DateProc1
blank
DateProc2
blank
DateProc3
blank
DateProc4
blank
DateProc5
blank
DateShip1
blank
DateShip2
blank
DateShip3
blank
DateShip4
blank
DateShip5
blank
DayCreated
blank
DayOrdered
The difference in days between the minimum order date in OLX and the base order date + 1
DayProcessed1
blank
DayProcessed2
blank
DayProcessed3
blank
DayProcessed4
blank
DayProcessed5
blank
DayShipped1
blank
DayShipped2
blank
DayShipped3
blank
DayShipped4
blank
DayShipped5
blank
declines
0
dnis
The DNIS of the source of the base order
EmailAddress
Email address of the master customer record
EmpFirstN
First name of the employee who entered the original order
EmpLastN
Last name of the employee who entered the original order
enteredby
Employee number of the employee who entered the original order
Gender
The customer gender
holdDate1
blank
holdDate2
blank
holdDate3
blank
holdDate4
blank
holdDate5
blank
ImportOrderNumber
blank
iscredit1
0
iscredit2
0
iscredit3
0
iscredit4
0
iscredit5
0
Last4
blank
Location
Location of the original order
MediaType
The media type of the source of the base order
NoSoliciting
Whether or not the customer allow soliciting
OrderID
blank
OrderTime
blank
OrdTotDebit
Quantity * UnitPrice of the autoship item to be generated
paymentmethod
The payment method of the autoship profile
PhoneNumber
Ship to phone number of the base order
PostalCode
Ship to postal code of the autoship profile
price1
Unit price of the autoship item to be generated
price2
0
price3
0
price4
0
price5
0
prod1
Product name of the autoship item to be generated
prod2
blank
prod3
blank
prod4
blank
prod5
blank
promocode
The promo code of the base order
qty1
Quantity of the autoship item to be generated
qty2
0
qty3
0
qty4
0
qty5
0
Script
The script of the source of the base order
ShipCompanyName
Ship to company name of the base order
shipping1
Shipping amount of the autoship item to be generated
shipping2
0
shipping3
0
shipping4
0
shipping5
0
ShippingMethod
Shipping method of the base order
SourceName
Source name of the base order
State
Ship to state of the autoship profile
status1
Pending Autoshipment
status2
blank
status3
blank
status4
blank
status5
blank
tax1
0
tax2
0
tax3
0
tax4
0
tax5
0
total
Quantity * UnitPrice + Shipping of the autoship item to be generated
totalShipping
Shipping of the autoship item to be generated
totalTax
0
Tracking1
blank
Tracking2
blank
Tracking3
blank
Tracking4
blank
Tracking5
blank
type1
The item type of the base item
type2
blank
type3
blank
type4
blank
type5
blank
VoiceLogID
blank
WebOrderNo
blank

FILTERS


Order Date Range
Order date of the order
System Entry Date Range
System entry date of the order
Payment Date Range
Payment date of the order, can be approved or declined
Ship/Export Date Range
Ship date of the order
Hold Date Range
Hold date of items that are in regular hold status
Auto Date Range
Next ship date of autoship items
Payment Method
The payment method of the order
Single Order #
The order ID
Single Auto Seq. #
The cycle number of autoship generated orders
Product Code
The product offer name of the item
Single DNIS
The DNIS of the source of the order
Single Ship State
The ship state of the order
Single Source Client
The client of the source of the order
Single Source Campaign
The campaign of the source of the order
Single Script
The script of the source of the order
Single Product Group
The product group of the item
Single Media Type
The media type of the source of the order
Single Employee
The employee who entered the order
Single Team
The team of the employee who entered the order
Single Ship Charge Profile
The ship charge profile of the order
Single Location
The location of the order
Item Status
The status of the item
Item Type
The type of the item

GROUPING

No



    • Related Articles

    • Datawarehouse Export Definitions

      Module: Reports Path: Reports > Processing Reports > Data Warehouse Export Topic: Data Warehouse Export Version(s): 5.1 and up Editions: All What Is The Data Warehouse Export? The Data warehouse Export and the Flattened Export are both very valuable ...
    • 5.1.351 - DWE Enhancements

      Version: 5.1 Patch: 351 Title: DWE Enhancements Application Category: Other, Reports Patch Type: Feature Description: Data Warehouse improvements 1. Allow more than 5 columns in "flattened mode" (new option added in DW config screen) 2. Consolidated ...
    • 5.1.178 - Add Warehouse Location to DW Export

      Version: 5.1 Patch: 178 Title: Add Warehouse Location to DW Export Application Category: Other; Reports Patch Type: Feature Description: Added warehouse location to list of available columns on the Datawarehouse export Articles: Datawarehouse Export ...
    • Continuity Projection Report Definitions

      Module: Reports Path: Reports > Processing Reports > Continuity Projection Report Topic: Continuity Projection Report Version(s): 5.1 and up Editions: All What Is This report displays estimated autoship statistics expected to be shipped in the ...
    • Returns Report Definitions

      Module: Reports Path: Reports > Processing Reports > Returns Report Topic: Returns Report Version(s): 5.1 and up Editions: All What Is Returns Report Returns Report displays the returns for auto-generated (continuity/subscription) and ...