Returns Report Definitions

Returns Report Definitions

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

What Is Returns Report

Returns Report displays the returns for auto-generated (continuity/subscription) and non-autogenerated (import and manual order) sales.

Making The Connection

Where Will I See This Within OLX?

The information found in this report can also be seen from the RMA Lookup and Product Lookup using filter isCredit = 1.

What Imports/Exports Relate to Return Report?

  1. At this time there are no imports/exports related to the Return Report.

Setup

You can view returns by Date, Client, Campaign, Product Group, Team, and Employee.   Select "Show Inactive" boxes to view inactive information in filters.

This is a report that you can create an automated schedule for, in order to delivery the data via email or to an FTP site.

Select control options from the report tool bar.

Preview



You'll notice control buttons displayed just above the results :
  1. View Report  - Displays results
  2. Hide Controls - Hides report filters
    1. Show Controls - Displays report filters
  3. Show Schedules  - Displays list of scheduled reports
  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
Date Type
Order Date, Merchant Transmit Date (payment date) or Shipment Confirm date:
  1. orders placed in the date range,
    1. example if you run a report for month of Feb
      1. potentially you could have an order placed in Feb and a new item added in March.
      2. The March item will show on this report because the order date does not have a dependency on the line item addition
  2. successful payment transactions in the date range
    1. example if you run a report for month of Feb
      1. you could have a payment captured in Feb and then an RMA/Credit given in March.
      2. The RMA/Credit from March will not show on this report
  3. items shipped in the date range.
    1. example if you run a report for month of Feb
      1. you could have an order that creates on the last day of the month after morning processing and therefore does not process until the first of the following month.
      2. the items that ship in March will not show up on this report
Report Layout
3 layer filter to display report data (see Grouping below)

example if set to Order Date/Order ID/ DNIS:
 
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 Group
The product group of the items on the order
Team
The team of the employee who placed the order
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

Customer Name
The customer's last name, first name
DNIS
The DNIS of the source of the order
Employee
The employee who placed the order
Mrch Tran Date
The payment date of the items
Order Date
The order date of the order
Order ID
The order ID
Product Group
The product group of the items on the order
Product Name
The name of the product offer
Ship Conf Date
The shipment date of the items
Team
The team of the employee who placed the order

 Column Definitions

Total > Sales


  1. Revenue is based off the reported date range/date type (order/payment/ship).
    1. (Quantity * UnitPrice) + Shipping + Tax  
  2. In parentheses the value given is the quantity of debit items in the reported date range/date type (order/payment/ship).
    1. Example if you look at an order the QTY column is what is being taken into consideration for all counts in this report:
Total > RMA


  1. Revenue is based off the reported date range/date type (order/payment/ship).
    1. (Quantity * UnitPrice) + Shipping + Tax 
  2. In parentheses the value given is the quantity of payment approved RMA items attached to debit items in the reported date range/date type (order/payment/ship).
Total > Credits


  1. Revenue is based off the reported date range/date type (order/payment/ship).
    1. (Quantity * UnitPrice) + Shipping + Tax 
  2. In parentheses the value given is the quantity of payment approved instant credit (non-RMA) items attached to debit items in the reported date range/date type (order/payment/ship).
Total > Return Rate


  1. Revenue is Revenue based off the reported date range/date type (order/payment/ship).
    1. (payment approved) Total RMA Revenue + (payment approved) Total Credits Revenue / Total Sales 
  2. In parentheses the value given is the percentage of items attached to debit items in the reported date range/date type (order/payment/ship). 
    1. (((payment approved) Total RMA Count + (payment approved) Total Credits Count) / Total Sales Count) 
Non-Auto-Generated > Sales


  1. Revenue is based off the reported date range/date type (order/payment/ship).
    1. (Quantity * UnitPrice) + Shipping + Tax 
  2. In parentheses the value given is the quantity of non-auto generated debit items attached to debit items in the reported date range/date type (order/payment/ship). 
Non-Auto-Generated > RMA


  1. Revenue is based off the reported date range/date type (order/payment/ship).
    1. (Quantity * UnitPrice) + Shipping + Tax 
  2. In parentheses the value given is the quantity of payment approved non-auto generated RMA items attached to debit items in the reported date range/date type (order/payment/ship).
Non-Auto-Generated > Credits


  1. Revenue is based off the reported date range/date type (order/payment/ship).
    1. (Quantity * UnitPrice) + Shipping + Tax 
  2. In parentheses the value given is the quantity of payment approved instant credit non-auto generated items attached to debit items in the reported date range/date type (order/payment/ship).
Non-Auto-Generated > Return Rate


  1. Revenue based off the reported date range/date type (order/payment/ship).
    1. (Non Auto RMA Revenue + Non Auto Credits Revenue) / Non Auto Sales 
  2. In parentheses the value given is the percentage of items attached to debit items in the reported date range/date type (order/payment/ship).
    1. ((Non Auto RMA Count + Non Auto Credits Count) / Non Auto Sales Count)  
Auto-Generated > Sales


  1. Revenue is based off the reported date range/date type (order/payment/ship).
    1. (Quantity * UnitPrice) + Shipping + Tax 
  2. In parentheses the value given is the quantity of auto generated debit items attached to debit items in the reported date range/date type (order/payment/ship). 
Auto-Generated > RMA


  1. Revenue is based off the reported date range/date type (order/payment/ship).
    1. (Quantity * UnitPrice) + Shipping + Tax 
  2. In parentheses the value given is the quantity of payment approved auto generated RMA items attached to debit items in the reported date range/date type (order/payment/ship).
Auto-Generated > Credits


  1. Revenue is based off the reported date range/date type (order/payment/ship).
    1. (Quantity * UnitPrice) + Shipping + Tax 
  2. In parentheses the value given is the quantity of payment approved instant credit auto generated items attached to debit items in the reported date range/date type (order/payment/ship).

Auto-Generated > Return Rate


  1. Revenue based off the reported date range/date type (order/payment/ship).
    1. Auto RMA Revenue + Auto Credits Revenue / Auto Sales 
  2. In parentheses the value given is the percentage of items attached to debit items in the reported date range/date type (order/payment/ship).
    1. ((Auto RMA Count + Auto Credits Count) / Auto Sales Count)  


Copyright 2019
Revised 12.11.2023

    • Related Articles

    • 5.1.48 - Returns Report Optimization

      Version: 5.1 Patch: 048 Title: Returns Report Optimization Application Category: Other Patch Type: Bug Description: Optimization to ""Returns Report"". Before it could take over 45 minutes to run in some cases and not finish. Improved performance. ...

    • Return On Investment Report Definitions

      This report returns media schedules with a start time between the date range start and end date and time. Return On Investment Report Column Definitions # ANS # Calls sourced to the Media Schedule (could be multiple Media Schedules based on grouping) ...

    • Warehouse Report Definitions

      This report displays all locations for all warehouses and the inventory items in them. Definitions Warehouse Report Column Definitions Warehouse The warehouse name Location The floor/aisle/section/shelf in the warehouse Is Multi? Whether or not the ...

    • Supplier Item Report Definitions

      This report display supplier item information. Definitions Supplier Item Report Column Definitions Supplier The supplier name Item The inventory item Sku Supplier Sku The supplier Sku for the inventory item Unit Of Measure The unit of measure for the ...

    • Client List Report Definitions

      This report lists clients entered in OLX. Client List Report Column Definitions Client ID The ID of the client Client Name The name of the client Contact Name The contact name for the client Address The address of the client Phone Number The phone ...