Return On Investment Report Definitions

Return On Investment Report Definitions

Info
Module: Reports
Path: Reports > Media Reports > Return On Investment Report 
Topic: Return On Investment Report
Version(s): 5.1 and up
Editions: Call Center

What Is Return On Investment Report

This report returns media schedules with a start time between the date range start and end date and time.

Making The Connection

Where Will I See This Within OLX?

Media Schedules are created via Campaigns > Media > Media Schedules

What Imports/Exports Relate to Return On Investment 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
The start date of the media schedule
Time Range
The start time of the media schedule
Report Layout
3-layer filter to display report data (see Grouping below)

example if set to Ad Copy/Campaign/Client:

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)
  1. This is the format that the report will export in:
    1. PDF
    2. Excel
    3. CSV
  1. Show All
    1. show all media schedule
  2. Show only Media Schedules that ran
    1. media schedule has the 'is DNR' checkbox UNchecked
  3. Show only Media Schedules that did not run
    1. media schedule has the 'is DNR' checkbox checked
The client of the campaign of the ad copy the media schedule belongs to and also of the product group            
Show Inactive (Client)
Show in the report:
Checked - show active and inactive Clients
Unchecked - only show active Clients
The campaign of the ad copy the media schedule belongs to
Show Inactive (Campaign)
Show in the report:
Checked - show active and inactive Campaigns
Unchecked - only show active Campaigns
The product group of any items on orders
The station of the media schedule
Show Inactive (Station)
Show in the report:
Checked - show active and inactive Station
Unchecked - only show active Station
Do Not Show Unpaid Items
Checked - show only paid items
Unchecked - show unpaid items
Include Autoship Orders
Checked - show Autoship Orders
Unchecked - do not show Autoship Orders
Do not include Processed Return items
Checked - Do not include Processed Return items
Unchecked - include Processed Return items
Do not include Open RMA items
Checked - Do not include Open RMA items
Unchecked - show Open RMA items


Grouping/Report Layout

Grouping
Definition
The ad copy the media schedule belongs to
Call Order Date
The call/order date
The campaign of the ad copy the media schedule belongs to
The client of the campaign of the ad copy the media schedule belongs to and also of the product group
Date
The media schedule start date
Day Of Week
The day of week of the media schedule start date
The DNIS of the calls/orders
Fiscal Week
The fiscal week of the media schedule start date
The start date and time, end date and time, and DNIS of the media schedule
The station of the media schedule




 Column Definitions

Column
Definition
# ANS
# Calls sourced to the Media Schedule (could be multiple Media Schedules based on grouping)
# ORDS
# Orders sourced to the Media Schedule (could be multiple Media Schedules based on grouping)
% CLOSE
# ORDS / # ANS
$ SPEND AMT
Spend amount of the Media Schedule (could be multiple Media Schedules based on grouping)
# CALLS PER K
($ SPEND AMT / 1000) * # ANS
$ COST PER ORD
$ SPEND AMT / # ORDS
$ PRD REV
Quantity * UnitPrice of the items on the order
$ AVG TKT
$ PRD REV / # ORDS
$ TOT REV
(Quantity * UnitPrice) + Shipping of items on the order
$ TOT AVG TICKET
$ TOT REV / # ORDS
$ REV PER CALL
$ TOT REV / # ANS
ROI PROD RATIO
$ PRD REV / $ SPEND AMT : 1
ROI TOT RATIO
$ TOT REV / $ SPEND AMT : 1



Copyright 2019
Revised 5.27.2026

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