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Refund Summary

Overview

In this article, you will learn about Sellercloud’s Refund Summary report. It provides an overview 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.
You can run this report automatically on a regular basis with Scheduled Tasks.
For more information about Sellercloud’s Financial Reporting Suite, see the Reports FAQ.

Access and Customize the Report

To use the report:

  1. Navigate to Reports > Returns & Refunds > Refund Summary.
  2. Set up the Default and Custom filters.
  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

The tables below provide filter and column descriptions.

Default Filters

FILTER DESCRIPTION
Company Include only orders from one or more companies.
Channel Include only orders from one or more sales channels.
Date Range Select a preset time range from Yesterday to Last Year.
Date Enter the Start and End dates. For a single date, choose the same Start and End date.
Date Type
 Choose how to reflect orders and their associated activity:

  • Refund – View all orders and their associated activity where the refund date is in your selected range.
  • Ship – View all orders and their associated activity where the ship date is in your selected range.
  • Order – View all shipped orders and their associated activity where the order date is in your selected range.
Summarize By
 Choose how to summarize sales in the report. Your choice will determine the report’s first column.

Custom Filters

FILTER DESCRIPTION
Company Group Include only products from one or more company groups.

Report Data

COLUMN DESCRIPTION
Name Shows the order’s sales channel.
Orders Shows the total number of orders.
Payment The actual amount the buyer paid (usually the same amount as the Grand Total unless there was an underpayment or overpayment).
Grand Total Shows the total amount of the order, calculated as such: (Subtotal + Shipping Total + Handling + Insurance + Gift Wrap + Tax) – (Discount + Shipping Discount).
Refunds Shows the total refund amount from orders.
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