Refund Summary

Overview

In this article, you will learn about Sellercloud’s Refund Summary report. This report provides an overview summary of all refunds processed in a specific period. It includes information about the refund, the original order, and the customer.

You can see the following:

• Refund Summary: Refunds, Payments, and Grand Total.
• Order Summary: Orders.
• Customer Details: Name.

Access and Customize the Report

To use the report, follow these steps:

1. Navigate to Reports > Returns & Refunds > Refund Summary.
2. Set up the Default and Custom filters to have the report show precisely what you need.
3. Click Search. Each filter you apply gets highlighted in green. If a filter is gray or not displayed at all, it’s not active.
   
4. To manage the columns in the report, click the three dots icon on the top right and select Customize Columns. You can:
   1. Reorder columns by dragging them up or down in the list;
   2. Hide columns by clicking the Trash icons;
   3. Add columns by clicking Add column.
      
5. To sort the data differently, use the Sort by menu.
6. To save your filtering and sorting options, click Save view, type a Name and click Save.
   
7. To export the full report to a spreadsheet, click Actions on the bottom right and select Export to Excel. Spreadsheets include all columns, including those hidden in the report.
   

Filter and Column Definitions

Click the drop-downs below for filter and column descriptions.