Shipment Batch Report Definitions

Shipment Batch Report Definitions

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

What Is Shipment Batch Report

  1. Processing Reports
    1. Shipment Batch Report - Shipments breakdown.

Making The Connection

Where Will I See This Within OLX?

You can view the amount of net sales for a time period based on Client, Campaign, Media Type, Product Group, Team, or Employee.

The report displays Number of Orders/ Order ID , Extension/Order ID, number of Items, Product Revenue, Total Revenue, number of held items, dollar amount of held items, number Cancelled, amount Cancelled, number of Declines, amount of Declined, number Rejected, amount of Rejected, CDR Orders, CDR Items, CDR total revenue, percent of CDR orders, number of Net Orders, number of Net Items, Net Product Revenue, Net Total Revenue.

What Imports/Exports Relate to Shipment Batch 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
Fiscal Year

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
The date range the shipment batch was created
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
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 in the batch
Show Inactive (Client)
Show in the report:
  1. Checked - show active and inactive Clients
  2. Unchecked - only show active Clients
Batch
A specific shipment batch
Report Type
Whether to show only inventory details, customer details or both
Ship Status
  1. All
    1. show both Awaiting Ship Confirm and Ship Delivered
  2. Awaiting Ship Confirm
    1. ship confirmation has not been received yet
  3. Ship Delivered
    1. items have received ship confirmation from fulfillment center
  1. Use Prod Offer Name
  1. Show in the report:
  1. Checked - show Prod Offer Name
  2. Unchecked - only show base item information


 Column Definitions

Shipment Batch Inventory Details
Definition
Product Group
The product group of the shipped items
Item
The product name of the base item
Ext Sku
External SKU of the base item
Description
The product description of the items
Cycle #
If the item is part of an autoship sequence display the cycle number
# Units
The quantity of items
Count
Quantity * UnitCount of the items
# Rush Ship
The number of items that were rushed
Prod Rev.
Quantity * UnitPrice of the items
Tax Rev.
Tax amount of the items
Ship Rev.
Shipping amount of the items
#ORD
If the item was an ORD item then the quantity
#XSL
If the item was an XSL item then the quantity
#ADD
If the item was an ADD item then the quantity
#CTY
If the item was a CTY item then the quantity
#USL
If the item was an USL item then the quantity
#RSH
If the item was a RSH item then the quantity

Shipment Batch Customer Details
Definition
Customer Name
Customer first name and last name
Item Status
Status the line item is currently in
Date

Order #
The order ID
Item(s)
(The quantity) Product Name of the items
Ext Sku
External SKU of the base item
Product Rev.
Quantity * UnitPrice of the item
Tax Rev.
Tax amount of the items
Shipping Rev.
Shipping amount of the item
Agent
The last name of the employee who took the order
*




Copyright 2019
Revised 12.29.2025

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