Gross Margin Item Report Definitions

Gross Margin Item Report Definitions

Info
Module: Reports
Path: Reports > Sales Reports > Gross Margin Item Report
Topic: Gross Margin Item Report
Version(s):  5.1 and up
Editions: All

What Is Gross Margin Item Report

  1. Sales Reports
    1. Gross Margin Item Report - A drill down report containing revenue statistics.

Making The Connection

Where Will I See This Within OLX?

This report is for items with a successful payment or shipment transaction placed in the date range. Credit revenue is displayed in a separate column from the debit revenue.

What Imports/Exports Relate to Gross Margin Item 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
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 Monday - Sunday date range selected from this drop down.
Order date
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
Type
  1. Regular Order:
    1. An order with an external order number that does not start with 'WEB'
  2. Web Imported Order:
    1. An order with an external order number that does start with 'WEB'
Client of the source of the order
Show Inactive (Client)
  1. Checked - show active and inactive Clients
  2. Unchecked - only show active Clients
Campaign of the source of the order
Show Inactive (Campaign)
  1. Checked - show active and inactive Campaigns
  2. Unchecked - only show active Campaigns
Media buyer of the source of the order
Media type of the source of the order
Product group of the item
Team of the employee who placed the order
Employee who placed the order
Show Inactive (Employee)
  1. Checked - show active and inactive Employees
  2. Unchecked - only show active Employees
Location of the order
Show Inactive (Locations)
  1. checked - show both active and inactive locations
  2. unchecked - show only active locations
Don't Show Cancelled Items
  1. Checked - do not include items in 'Item Cancelled' status in the results.
  2. Unchecked - include items in 'Item Cancelled' status in the results.
Don't Show Ship Cancelled Items
  1. Checked - do not include items in 'Item Shipment Cancelled' status in the results.
  2. Unchecked - include items in 'Item Shipment Cancelled' status in the results. 
Don't Show Batch Orders
  1. Checked - do not show calls that are part of a data entry batch
  2. Unchecked - show calls that are part of a data entry batch
Include Auto Orders
  1. Checked - include autoship generated orders in the results
  2. Unchecked - do not include autoship generated orders in the results





Grouping/Report Layout

Grouping
Definition
Client
Client of the source of the order
Date
Order date
DNIS
DNIS of the source of the order
Employee
Employee who placed the order
Fiscal Week
Fiscal week of the order date
Payment Method
Payment method of the order
Product Group
Product group of the item
Product Name
Product name of the item
Promo Code
Promo code of the order
Team Name
Team of the employee who placed the order





 Column Definitions

Column
Definition
# Ords/Ord ID
Number of orders or the order ID depending on the grouping level
Ext Ord ID
External order ID
# Items
Quantity of the debit items
Count
Quantity * Unit Count of the debit items
COG
Quantity * Unit Cost of the debit items
Revenue
Quantity * Unit Price of the debit items
Ret Rev
Quantity * Unit Price + Shipping + Tax of the credit items
Shipping
Shipping of the debit items
Rush
Additional rush fee of the debit items
Tax
Tax of the debit items
Total Rev
Quantity * Unit Price + Shipping + Tax of the debit items
Grand Totals
Sum of column(s)





Copyright 2019
Revised 1.20.2026

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