Sales Tax Report Definitions

Sales Tax Report Definitions

Info
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

  1. Sales Reports
    1. Sales Tax Report - View process transactions and sales tax information.

Making The Connection

Where Will I See This Within OLX?

You can view order information by state using the Sales Tax Report. This is a report that you can create an automated schedule for, in order to deliver the data via email or to an FTP site.

This is a report that gives you the ability to hyperlink to the order detail screen, in order to access further detailed information. Click on the link that is the order id, and it will pull up another window.

What Imports/Exports Relate to Sales Tax 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.
Create date of the payment batch the successful payment transaction was in
Report Layout
3-layer filter to display report data (see Grouping below)

example if set to Date/Ship State/Order ID:

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
The shipping state of the order



Grouping/Report Layout

Grouping
Definition
Bill StateThe state of the master customer record
Campaign
Campaign of the source of the order
Client
Client of the source of the order
Date
The create date of the payment batch
Ship State
The shipping state of the order
Order ID
Order ID of the order



 Column Definitions

Column
Definition
Order ID
Order ID
Transaction Date
Payment batch create date
Transaction Type
DEBIT or CREDIT
Amt Collected
Quantity * Unit Price + Shipping + Tax of the items
Total
Quantity * Unit Price + Shipping + Tax of the items
Unit Price
Quantity * Unit Price of the items
Shipping
Shipping of the items
Tax
Tax of the items
Bill State
The state of the master customer record
Bill County
The county of the master customer record
Bill City
The city of the master customer record
Bill Zip
The postal code of the master customer record
Ship State
The shipping state of the order
Ship County
The shipping county of the order
Ship City
The shipping city of the order
Ship Zip
The shipping postal code of the order
Client
Client of the source of the order
Grand Totals
Sum of column(s)





Copyright 2019
Revised 1.27.2026

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