Installment Configuration Report Definitions

Module: Reports

Path: Reports > Continuity/Installment Reports > Installment Configuration Report

Topic: Installment Configuration Report

Version(s):  5.1 and up

Editions: All

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What Is Installment Configuration Report

1. Continuity/Installment Reports
1. Installment Configuration Report - A list of all installments and their configuration.

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Making The Connection

Where Will I See This Within OLX?

This report shows installment information for installments setup in OLX.

What Imports/Exports Relate to Installment Configuration Report?

1. At this time there are no imports/exports related to the report
   

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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
Client	The client of the initial installment product offer
Show Inactive (Client)	Show in the report: Checked - show active and inactive Clients Unchecked - only show active Clients

 Column Definitions

Column	Definition
Initial Offer	Initial product offer that will create installment items
Total Price	Total Unit Price of initial product offer / total Shipping amount of initial product offer
Number of Installments	Total number of installments
Last Installment Delay	The number of days to the last installment item
Credit Card Expiration Requirements	The number of days the credit card needs to be valid from the initial order date.
Grand Totals	Sum of column(s)

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Copyright 2019
Revised 1.13.2026

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