Order Summary Viewer Report Definitions

Order Summary Viewer Report Definitions

Info
Module: Reports
Path: Reports > Customer Service Reports > Order Summary Viewer Report
Topic: Order Summary Viewer Report
Version(s):  5.1 and up
Editions: All

What Is Order Summary Viewer Report

  1. Customer Service Reports
    1. Order Summaries Viewer - Display a batch of Order Summaries filtered by date and time.

Making The Connection

Where Will I See This Within OLX?

This report shows information for each order in the date range/shipment batch on its own page. Shipping and billing information, payment information, item information and miscellaneous order information.

What Imports/Exports Relate to Order Summary Viewer 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
This will set the below Date Range to the Monday - Sunday date range selected from this drop down.
Date Range
Order date
Time Range
Order time
Format
(only shows when setting up a schedule)
This is the format that the report will export in:
  1. PDF
  2. Excel
  3. CSV
Client
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
Team
The team of the employee who took the order
Employee
The employee who took the order
Show Inactive (Employee)
Show in the report:
  1. Checked - show active and inactive Employee
  2. Unchecked - only show active Employee
Include Autoship Orders
Show in the report:
  1. Checked - show autoship generated orders                
  2. Unchecked - do not show autoship generated orders 


 Column Definitions


  1. Client Address - the address from the Client is displayed here. If there is no address on that tab, then the address from System Preferences
  2. Order Number - the OrderLogix order ID
  3. Ship To - the address currently displayed on the order's Shipping Information section
  4. Sold To - the address currently displayed on the order's Customer Information section
  5. Agent - this is the employee that created the order for the customer
  6. Order Date - the date that the order was taken
  7. Order Time - the hour:minute that the order was taken
  8. DNIS - this is the DNIS that was used to create the order
    1. AUTO means the order was created via system for continuity processing
  9. Voice Print ID - this comes from the Order Detail > Campaign Information section
  10. Web Order Number - represent order IDs for this specific order from other vendors
  11. Hold - is the line item on hold?
    1. Yes - line is on hold
    2. No - line is not on hold
  12. Payment Information - this is the current payment method associated to the order. This does not necessarily mean this is the payment method that was used to capture funds on the order.
  13. Notes - this comes from the Order Detail > Customer Information section
  14. Promo Code - this comes from the Order Detail > Campaign Information section
  15. SSN - this came from the Customer records Customer Demographics tab *** this has since been removed from the app
  16. Email - this comes from the Order Detail > Customer Information section
  17. Custom Fields - this comes from the Order Detail > Campaign Information section
  18. Age - this comes from the Customer records Customer Demographics tab 
  19. DOB - this comes from the Customer records Customer Demographics tab 
  20. Gender - this comes from the Customer records Customer Demographics tab 
  21. Soliciting - this comes from the Customer records Customer Demographics tab No Soliciting field
    1. Yes - this will show False on Customer record, meaning you can send notifications to the customer
    2. No - this will show True on Customer record, meaning you can NOT send notifications to the customer
  22. Product Code - this is the Product name associated to the product offer that was sold
  23. Product Description - this is the product offer description
  24. Qty - the number of units being sold for that product
  25. Price - unit price for single quantity of line item
  26. S&H - shipping and handling for single quantity of line item
  27. Rush - was item marked for rush shipping?
    1. Blank - line was not part of rush shipping
    2. Checkmark - line was exported with rush shipping
  28. Extended Price - this is the line item values * quantity
  29. Totals - the sum of each line item values

Copyright 2019
Revised 1.07.2026

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