Gross Margin Report Definitions

Gross Margin Report Definitions

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

What Is Gross Margin Report 

  1. Sales Reports
    1. Gross Margin Report - A drill down report containing gross margin amount and gross margin percent.

Making The Connection

Where Will I See This Within OLX?

This report is for successfully processed debit and credit items in the specific date range (order date, payment date or shipment date). It includes product cost, commission and royalty amounts and shows returned revenue information to determine the gross margin dollar amount and percentage

What Imports/Exports Relate to Gross Margin 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.
Date Range
Calendar date selection based off Date Type or can be manually set if using User Selected
Date type
Order date, shipment date, or payment date
Report Layout
3-layer filter to display report data (see Grouping below)

example if set to Campaign/Client/DNIS:

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
Client of the source of the order
Show Inactive (Client)
  1. Checked - show active and inactive Clients
  2. Unchecked - only show active Clients

Grouping/Report Layout

Grouping
Definition
Campaign of the source of the order
Client of the source of the order
DNIS of the source order
Employee who took the order
Fiscal Week
Fiscal week of the specific date (order date, payment date or shipment date)
Media type of the order
Order Date of the order
Order ID of the order
Payment batch create date of the items on the order
Shipment batch create date of the items on the order



 Column Definitions

Column
Definition
CC Ords
Number of orders that were paid with a credit card
TC Ords
Number of orders that were paid with a telecheck
CMO Ords
Number of orders that were paid with a paper check or money order
TOT Ords
Number of all orders regardless or payment method
Auto Enrolls
Number of orders that had an autoship spawning item
ORD Rev
Quantity * Unit Price for debit items
SHIP Rev
Shipping for debit items
TOT Rev
Quantity * Unit Price + Shipping + Tax for debit items
COG
Product unit cost for debit items
COM Amt
Gross commission amount for debit items
ROY Amt
Gross royalty amount for debit items
TOT Amt
COM Amt + ROY Amt
RET
Number of orders that have a successfully processed credit item
RET Amt
Quantity * Unit Price + Shipping + Tax for credit items
GROSS MARGIN
TOT Rev - COG - COM Amt - ROY Amt - RET Amt
% GROSS MARGIN
GROSS MARGIN / TOT Rev
Grand Totals
Sum of column(s)



Copyright 2019
Revised 1.23.2026