Manger Override Report Definitions

Manger Override Report Definitions

Info
Module: Reports
Path: Reports > Lists Reports > Manger Override Report
Topic: Manger Override Report
Version(s):  5.1 and up
Editions: All

What Is Manger Override Report

  1. List Reports
    1. Manger Override Report - A list of all approved manager override items

Making The Connection

Where Will I See This Within OLX?

This report shows all approved manager overrides for a date range and the information pertaining to them

What Imports/Exports Relate to Manger Override 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
(only shows during manual run when utilizing User Selected Date Type)
This will set the below Fiscal Week and Date Range to the first available date range within the year selected
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.
The date range of the order the manager override is for
Report Layout
3-layer filter to display report data (see Grouping below)

example if set to Date/Campaign/Product Offer:

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
The client of the source of the order
Show Inactive (Client)
Show in the report:
  1. Checked - show active and inactive Clients
  2. Unchecked - only show active Clients
The campaign of the source of the order
Show Inactive (Campaign)
Show in the report:
  1. Checked - show active and inactive Campaigns
  2. Unchecked - only show active Campaigns
The product group of the offer(s) that were approved
The product offer(s) that were approved
Show Inactive (Product Offer)
Show in the report:
Checked - show active and inactive Product Offer
Unchecked - only show active Product Offer
The employee who approved the manager override
Show Inactive (Employee)
Show in the report:
  1. Checked - show active and inactive Employees
  2. Unchecked - only show active Employees
The employee who took the order
Show Inactive (Comm Employee)
Show in the report:
  1. Checked - show active and inactive Comm Employees
  2. Unchecked - only show active Comm Employees



Grouping/Report Layout

Grouping
Definition
Approved ByThe employee who approved the manager override
Campaign
The campaign of the source of the order
Date
The date range of the order the manager override is for
Product Offer
The product offer(s) that were approved
Sold By
The employee who took the order

 Column Definitions

Column
Definition
OrderID
The order ID the manager override was for
Order Date
The order date the manager override was for
Sold By Emp
The employee who entered the order
Product Offer
The product offer of the item the manager override was for
Original $
The original unit price of the item the manager override was for
Max Discount $
The maximum discount unit price that was allowed without a manager override
Proposed $
The new unit price proposed for the item
Below Max $
Max Discount $ - Proposed $
Approved By
The employee who approved the override
# Items
The number of items for that grouping level
# Ords
The number of orders for that grouping level
Grand Totals
Sum of column(s)





Copyright 2019
Revised 2.03.2026

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