Refund Details

Owned by Tyler Martorano
Last updated: Aug 15, 2023
3 min read

The Refund Details Report is found under Reports → Payments → Refund Details

This report is designed to show the details of the individual refunds within the selected date range/filters and their refund reasons.

Use the Date Range and Filter selections to determine what the report will display data for.

  • Date Range : Choose either the defaulted date ranges or your own specific dates.

  • Campaign : Filter for refunds within a specific campaign.

  • Campaign Category : Filter for refunds within a specific campaign category.

  • Product : Filter for refunds where a specific base product was purchased.

  • Product Category : Filter for refunds from a specific product category.

  • Campaign Product : Filter for refunds where a specific campaign product was purchased.

  • User : Filter for refunds that were issued by a specific user.

  • Affiliate : Filter for refunds associated with a specific affiliate.

  • Call Center : Filter for refunds associated with a specific call center.

  • Base Currency : Filter for refunds that were associated with a specific currency.

  • Bill Type : Filter for New Sale refunds and/or Recurring refunds.

  • Billing Cycle : Filter for refunds from a specific billing cycle.

  • Recycle # : Filter for refunds from a specific recycle billing cycle/attempt.

  • Refund Reason : Filter for refunds that were refunded for a specific reason.

  • Gateway : Filter for transactions that ran against a specific gateway.

  • Gateway Category : Filter for transactions that ran against a specific gateway category.

  • Gateway Type : Filter for transactions that ran against a specific gateway type (NMI, Auth.net, Stripe, PayPal, etc).

  • Card Type : Filter for transactions where a specific card type was used.

  • Credit/Debit : Filter for transaction that used a credit and/or debit card.

  • 3D Secure :  Filter for transactions that are Protected and/or Not Protected.

  • Refund Type : Filter for refunds or voids, specifically. Also provides options to filter by refunds that were refunded within the CRM or refunded externally from the CRM.

  • Exclude Test Cards : Exclude test card refunds from the results.

Click the green Search button once you have made your filter selections. Once a search is submitted, scroll down to the data tables. 

 

The data table has two views:

Details : Displays a table with each individual refund

 

Summary : Displays a table of all the refund reasons

Refund Details Table Header Definitions

  • Date : The date the refund was issued.

  • Original Date : The date the sale took place.

  • Source : The affiliate/call center responsible for the sale.

  • Campaign : The campaign the refund took place against.

  • Customer : The name of the customer who refunded.

  • Order : The orderId that was refunded

  • Products : The products on the transaction that was refunded.

  • External : Indicates if the refund took place outside of the CRM (only marked as refunded in the CRM). If blank, then the refund was issued from the CRM.

  • Void : Indicates if the transaction was voided rather than refunded.

  • Reason : Shows the Refund Reason selected by the a customer service agent.

  • Card : Shows if the card used was a Credit or Debit card.

  • Amount : The total amount that was refunded back to the customer’s card.

  • Gateway : The gateway that the refund took place against.

  • Txn Id : The transactionId of the sale that was refunded.