Net Sales Report Definitions

Net Sales Report Definitions

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

What Is Net Sales Report

  1. Sales Reports
    1. Net Sales - Breaks down credits, declines, rejects and holds.

Making The Connection

Where Will I See This Within OLX?

You can view the amount of net sales for a time period based on Client, Campaign, Media Type, Product Group, Team, or Employee.

The report displays Number of Orders/Order ID, Extension/Order ID, number of Items, Product Revenue, Total Revenue, number of held items, dollar amount of held items, number Cancelled, amount Cancelled, number of Declines, amount of Declined, number Rejected, amount of Rejected, CDR Orders, CDR Items, CDR total revenue, percent of CDR orders, number of Net Orders, number of Net Items, Net Product Revenue, Net Total Revenue.

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

example if set to Date/Order Type/Item Type:

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
Order Type
  1. Regular:
    1. An order that is not an autoship generated order and does not spawn any autoship orders.
  2. Enrollment:
    1. An order that is not an autoship generated order but DOES spawn an autoship order.
  3. Continuity:
    1. An order that IS an autoship generated order.
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
Script of the order
Show Inactive (Script)
Show in the report:
  1. Checked - show active and inactive Script
  2. Unchecked - only show active Script
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
Media Type
Media type of the source of the order
Product Group
Product group of the item
Product offer of the item
Show Inactive (Product Offer)
Show in the report:
  1. Checked - show active and inactive Product Offer
  2. Unchecked - only show active Product Offer
Team
The team of the employee who placed the order
Employee who placed the order
Show Inactive (Employee)
Show in the report:
  1. Checked - show active and inactive Employees
  2. Unchecked - only show active Employees
Country
Ship to country of the order
Item Type
Item type of the item
Processing Acct
Processing account used in the payment transaction (if available, 'None' otherwise)
Item Status
The status of the item
Include Ship Cancelled in Cancelled columns
Show in the report:
  1. Checked - show Ship Cancelled in Cancelled columns
  2. Unchecked - do not show Ship Cancelled in Cancelled columns



Grouping/Report Layout

Grouping
Definition
Campaign of the source of the order
Client of the source of the order
Ship to country of the order
Custom1 field of the order
The date range of the order or payment transaction based on date type selection
The DNIS of the source of the order
Employee who placed the order
Fiscal Week
Fiscal week of the order or payment transaction date based on date type selection
Item type of the item
Media type of the source of the order
Month of the order or payment transaction date based on date type selection
Order Type
  1. Regular:
    1. An order that is not an autoship generated order and does not spawn any autoship orders.
  2. Enrollment:
    1. An order that is not an autoship generated order but DOES spawn an autoship order.
  3. Continuity:
    1. An order that IS an autoship generated order.
Payment method of the order
Processing account used in the payment transaction (if available, 'None' otherwise)
Product group of the item
Product offer of the item
Promo code of the order (if available, 'None' otherwise)
Script of the order
Ship to state of the order





 Column Definitions

Column
Definition
# Ords/ Ord ID
Number of orders for the specific grouping level, order id on the detail level
Ext Ord ID
External order number of the order
# Items
Number of items for the specific grouping level
$ Prd Rev
Quantity * Unit Price of the items for the grouping level
$ Tot Rev
Quantity * Unit Price + Shipping of the items for the grouping level
# Hold
Quantity of items in 'Item Reg. Hold' or 'Item Auto Hold' status for the grouping level
$ Hld Rev
Quantity * Unit Price + Shipping of Hold items for the grouping level
# Cncl
Quantity of items in 'Item Cancelled' status and if the checkbox to include ship cancelled items is checked 'Item Shipment Cancelled' status
$ Cncl Rev
Quantity * Unit Price + Shipping of cancelled items for the grouping level
# Decl
Quantity of items in 'Item Declined Authorization' or 'Item Fatal Authorization' status
$ Dec Rev
Quantity * Unit Price + Shipping of declined items for the grouping level
# Rej
Quantity of items in 'Item Invalid' status
$ Rej Rev
Quantity * Unit Price + Shipping of rejected items
# CDR Ords
The number of orders that had a cancelled, declined or rejected item on them
# CDR Items
# Cncl Items + # Dec Items + # Rej Items
$ CDR Tot Rev
$ Cncl Rev + $ Dec Rev + $ Rej Rev
% CDR Ords
# CDR Ords / # Ords
# Net Ords
The number of orders that did NOT have a cancelled, declined or rejected item on them
# Net Items
# Items - (# Cncl Items + # Dec Items + # Rej Items)
$ Net Prd Rev
Quantity * Unit Price for all items that are not cancelled, declined or rejected items
$ Net Tot Rev
$ Tot Rev - ($ Cncl Rev + $ Dec Rev + $ Rej Rev)
Grand Totals
Sum of column(s)





Copyright 2019
Revised 1.20.2026

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