Performance Report Definitions

Performance Report Definitions

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

What Is Performance Report 

  1. Performance Reports
    1. Performance Report - These reports highlight sales performance. Orders, Close Rate, Revenue and more

Making The Connection

Where Will I See This Within OLX?

This report is based on calls that are created when an agent enters the new order screen (not call collector calls)

What Imports/Exports Relate to Performance 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.
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 Campaign/Client/Date:

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 call/order
Show Inactive (Client)
Show in the report:
  1. Checked - show active and inactive Clients
  2. Unchecked - only show active Clients
The script of the source of the call/order
Show Inactive (Script)
Show in the report:
  1. Checked - show active and inactive Script
  2. Unchecked - only show active Script
The campaign of the source of the call/order
Show Inactive (Campaign)
Show in the report:
  1. Checked - show active and inactive Campaigns
  2. Unchecked - only show active Campaigns
The media type of the source of the call/order
The product group of the items on the order
The team of the employee who took the call/order
The employee who took the call/order
Show Inactive (Employee)
Show in the report:
  1. Checked - show active and inactive Employees
  2. Unchecked - only show active Employees
The location of the call/order
Show Inactive (Locations)
Show in report:
  1. checked - show both active and inactive locations
  2. unchecked - show only active locations
Don't Show Cancelled Items
  1. Checked - do not include items in 'Item Cancelled' status in the results.
  2. Unchecked - include items in 'Item Cancelled' status in the results.
Don't Show Ship Cancelled Items
  1. Checked - do not include items in 'Item Shipment Cancelled' status in the results.
  2. Unchecked - include items in 'Item Shipment Cancelled' status in the results. 
Don't Show Addons
  1. Checked - do not show add on items
  2. Unchecked - show add on items
Don't Show Batch Orders
  1. Checked - do not show calls that are part of a data entry batch
  2. Unchecked - show calls that are part of a data entry batch
Do Not Include Short Calls
  1. Checked - do not show Short Calls
  2. Unchecked - show Short Calls
Don't Include Imported Calls
  1. Checked - do not show Imported Calls
  2. Unchecked - show Imported Calls
Use Profit in $ Rev Cols
When checked the Total Rev will be (Quantity * (UnitPrice - Product Unit Cost)) + Shipping and Prod Rev will be Quantity * (UnitPrice - Product Unit Cost)





Grouping/Report Layout

Grouping
Definition
The campaign of the source of the call/order
The client of the source of the call/order
The date the call/order came in
The DNIS of the source of the call/order
The employee who took the call/order
Fiscal Week
The fiscal week the call/order came in
The hour the call/order came in
The media type of the source of the call/order
The media schedule of the call/order
The promo code of the call/order
The script of the source of the call/order
The team of the employee who took the call/order





 Column Definitions

Column
Definition
# Ans
The number of calls in the date range
# Valid
The number of calls with dispositions that are set to count against an agent's close rate as determined by the script
# Ords
The numbers of orders in the date range (does not include auto generated orders)
% Close
# Ords / # Ans
% Adj Close
# Ords / # Valid
# XSL
Based on system preference will either be number of XSL items on each order or number of orders that had at least one XSL item
% XSL
# XSL / # Ords
# USL
Based on system preference will either be number of USL items on each order or number of orders that had at least one USL item
% USL
# USL / # Ords
# ADD
Based on system preference will either be number of ADD items on each order or number of orders that had at least one ADD item
% ADD
Based on system preference will either be # ADD / # Ords or # ADD / # CC Orders (Net Orders)
# RSH
The number of orders that had at least one RSH item or item that was rushed (isRush bit set to true)
% RSH
Based on system preference will either be # RSH / # Ords or # RSH / # CC Orders (Net Orders)
# Auto/CTY
The number of orders that had at least one CTY item or item that spawned an autoship sequence
% Auto/CTY
Based on system preference will either be # CTY / # Ords or # CTY / # CC Orders (Net Orders)
# Lead
The number of calls that did not result in a sale and had customer first name, last name, address, city, state, zip and phone number
% Lead
# Lead / (# Ans - # Ords)
# Email
The number of calls that had a valid email address
% Email
# Email / # Ans
$ Prd Rev
Quantity * UnitPrice of the orders when Use Profit in $ Rev Cols is unchecked, otherwise Quantity * (UnitPrice - Product Unit Cost)
$ Avg Tkt
$ Prd Rev / # Ords
$ Total Rev
(Quantity * UnitPrice) + Shipping of the orders when Use Profit in $ Rev Cols is unchecked, otherwise (Quantity * (UnitPrice - Product Unit Cost)) + Shipping
$ Total AvgTkt
$ Total Rev / # Ords
$ Rev PerCall
$ Total Rev / # Ans
Grand Totals
Sum of column(s)



Copyright 2019
Revised 2.11.2026

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