Question 1

Filters

Accepted Answer

Use the following filters to fine tune your report:

Group By - group results by Business Unit, Sales Team, Account Manager, Account, Product Line, Order Type, New Business vs Renewals
Group By Time Frame (Total, Daily, Weekly, Monthly, Quarterly, Annually)
Order Time Frame (7 Days, 30 Days, 3 Months, 12 Months, 24 Months, 36 Months, All)
Fulfilment Time Frame (Month and Year)
Type (Value, Number)
Business Unit
Sales Teams
Account Manager
Account
Order Owner
Product Category
Product Line
Catalogue Items
Order Line Item Status (All, Pending New Business, Pending Renewal, Renewal)
Unpaid Orders - Include, Exclude
Show Zero Values
Currency

NOTE: The Order Line Item Type value is updated on a 5 min scheduled task.

Additional dropdown filter status and information:

Line Item Status:

Status	Meaning
Pending New Business	This line item has not been purchased before by the customer, where Order Status is Paid Full or Paid Partial and Payment Status is Not Paid or Awaiting Payment Confirmation
New Business	This line item has not been purchased before by the customer, where Order Status is Paid Full or Paid Partial and Payment Status is Paid
Pending Renewal	This line item has been purchased before by the customer, where Order Status is Paid Full or Paid Partial and Payment Status is Not Paid or Awaiting Payment Confirmation
Renewal	This line item has not been purchased before by the customer, where Order Status is Paid Full or Paid Partial and Payment Status is Paid

Unpaid Orders:

Include	Includes orders where the Payment Status is Paid, Awaiting Payment Confirmation or Not Paid, i.e. it is not filtered by Payment Status
Exclude	Excludes orders where Payment Status is Awaiting Payment Confirmation or Not Paid, i.e. includes only where Payment Status is Paid

Type:

Value	Select to display results by total value
Number	Select to display results by number of orders

Question 2

Rules

Accepted Answer

The numbers will be clickable on the Total column only when the Group By Time Frame filter is on Total.

The numbers will link back to the Order Line Item Report with the appropriate filters.

Example:

If Group By is Business Unit
Clicking on the number will take you back to the Order Line Item Report screen
The Order Line Item Report screen will have the Business Unit and Date Frame filters applied.

The same with other values such as Account Manager.

If there is a combination of filters, they will be applied back to the Order Line Item Report.

When Accounts are selected on the Group By dropdown, every Account will be hidden from the Table if they have a zero value.

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