Pending Continuity Report

Pending Continuity Report

Info
Module: Reports
Path: Reports > Continuity/Installment Reports > Pending Continuity Report
Topic: Pending Continuity Report
Version(s):  5.1 and up
Editions: All

What Is Pending Continuity Report

Pending Continuity Report allows you to view continuities that have not yet been paid or shipped.

Making The Connection

Where Will I See This Within OLX?

This report will show customer sequence with next ship date in the past.

What Imports/Exports Relate to Return Report?

  1. OLX Autoship Sequence Import Spec
  2. Continuity Projection Report Definitions
  3. Continuity Customer List Report Definitions
  4. Continuity Status Report Definitions
  5. Continuity Configuration Report Definitions
  6. Datawarehouse Export Definitions
  7. Flattened Export Definitions

Setup


Preview



You'll notice control buttons displayed just above the results. Review Report Tools (orderlogix.com) article for more infomation 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

Filters

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 Friday - Thursday date range selected from this drop down.
Date Range
Calendar date selection based off above Date Type or can be manually set if using User Selected
Report Layout
3-layer filter to display report data (see Grouping below)

example if set to Next Ship Date/Item Status/Customer:
 
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
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
Campaign
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
Product 
The product on the order
Show Inactive (Product)
Show in the report:
  1. Checked - show active and inactive Product
  2. Unchecked - only show active Product
Sequence
The 
Show Inactive (Sequence)
Show in the report:
  1. Checked - show active and inactive Sequence
  2. Unchecked - only show active Sequence
Employee
The 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

Grouping/Report Layout

Campaign associated to initiating order
Customer 
The customer's last name, first name
Continuity cycle number
Column definitions will display without any sorting
Initial Order Date
The date the initial order was placed
Item Status
The item status of the last created order
Next Ship Date
The next ship date displayed on customer sequence
Sequence
The sequence of last order

 Column Definitions

Customer 
The customer's last name, first name
Order ID
The order ID of last created order
Cycle #
Continuity cycle number
Item Status
The item status of the last created order
Initial Order Date
The date the initial order was placed
Next Ship Date
The next ship date displayed on customer sequence
NSD Adj?
  1. False
  2. True
  1. # Declines
  1. How many times has the item had payment processing declined on the last created order



Copyright 2019
Revised 12.03.2024

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