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.
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, 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 a different color. 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.

Default Filters
FILTERDESCRIPTION
CompanyInclude only orders from one or more companies.
ChannelInclude only orders from one or more sales channels.
Date RangeSelect a preset time range from Yesterday to Last Year.
DateEnter 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
FILTERDESCRIPTION
Company GroupInclude only products from one or more company groups.
Report Data
COLUMNDESCRIPTION
NameShows the order’s sales channel.
OrdersShows the total number of orders.
Payment The actual amount the buyer paid (usually the same amount as Grand Total unless there was an underpayment or overpayment).
Grand TotalShows 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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