Sales by Origin Report Definitions

Sales by Origin Report Definitions

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

What Is Sales by Origin Report

  1. Sales Reports
    1. Sales by Origin - This report breaks down sales for a specified date range, into origin summaries.

Making The Connection

Where Will I See This Within OLX?

This report is for an order date range and displays information grouped two different ways: by source name and DNIS and also another section grouped by order date, source name and DNIS.

Alert
This report is only for debit items, it does not include credit items.

What Imports/Exports Relate to Sales by Origin 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.
Order date range
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 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 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 of the item



Grouping/Report Layout Gross Orders by Origin

Grouping
Definition
Source NameThe source name of the order


Grouping/Report Layout Daily Detail of Orders by Origin

Grouping
Definition
Order Date
The date of the order
Source Name
The source name of the order





 Column Definitions Gross Orders by Origin

Column
Definition
DNISThe DNIS of the source of the order
# Orders
Number of orders
# Items
Number of items
Revenue
Quantity * Unit Price + Shipping
Grand Totals
Sum of column(s)


Column Definitions Daily Detail of Orders by Origin

Column
Definition
DNIS
The DNIS of the source of the order
# Orders
Number of orders
# Items
Number of items
Revenue
Quantity * Unit Price + Shipping
Grand Totals
Sum of column(s)



Copyright 2019
Revised 1.27.2026


    • Related Articles

    • Sales by Postal Code Report Definitions

      Module: Reports Path: Reports > Sales Reports > Sales by Postal Code Report Topic: Sales by Postal Code Report Version(s): 5.1 and up Editions: All What Is Sales by Postal Code Report Sales Reports Sales by Postal Code - This report breaks down sales ...

    • Sales Tax Report Definitions

      Module: Reports Path: Reports > Sales Reports > Sales Tax Report Topic: Sales Tax Report Version(s): 5.1 and up Editions: All What Is Sales Tax Report Sales Reports Sales Tax Report - View process transactions and sales tax information. Making The ...

    • Net Sales Report Definitions

      Module: Reports Path: Reports > Sales Reports > Net Sales Report Topic: Net Sales Report Version(s): 5.1 and up Editions: All What Is Net Sales Report Sales Reports Net Sales - Breaks down credits, declines, rejects and holds. Making The Connection ...

    • Gross Sales Report Definitions

      Module: Reports Path: Reports > Sales Reports > Gross Sales Report Topic: Gross Sales Report Version(s): 5.1 and up Editions: All What Is Gross Sales Report Sales Reports Gross Sales Report - Sales By Client/Product Group/Product Code. Making The ...

    • Gross Sales Summary Report Definitions

      This report is based on calls that are created when an agent enters the new order screen (not call collector calls). Gross Sales Summary Report Column Definitions ANS # The number of calls in the date range VALID # The number of calls with ...