Refunds Report
Refunds Report
The Refunds Report provides a comprehensive view of all refunds issued within a selected date range, including details such as order numbers, payout status, and the refunded amounts. This report is essential for tracking refunds over time and understanding the impact of these transactions on overall revenue.
Accessing the Refunds Report
To access the Refunds Report:
- Log in to your BloomNation account.
- Navigate to the Analytics tab.
- Select the Advanced Reports sub-tab.
- In the Sales Reports section, click on Refunds Report.
Report Overview
This report includes only data related to orders that have been refunded, and it defaults to show refunds from the past month. You can adjust the date range by selecting a specific Start Date and End Date. The Order Type filter also allows you to refine results by specific order types: POS, Invoice, Premium Site, and Marketplace orders.
You can Print or Export the report for further analysis outside the BloomNation Dashboard.
Data Fields and Columns
The Refunds Report provides a breakdown of key refund details across the following columns:
- Order No.: The unique order number associated with the refund.
- Order Date: The date the order was placed.
- Delivery Date: The scheduled delivery date, if applicable.
- Order Status: The current status of the order.
- Payout Total: The total amount refunded, displayed in brackets (e.g.,
(75.00)) to indicate that it is a deducted amount. - Payout Initiated: The date when the refund payout process was initiated.
- Payout Available: The date when the refund payout is available.
- Order Total: The total amount of the original order.
- Subtotal: The subtotal before any additional fees or discounts.
- Delivery: The delivery fee amount.
- Timed Delivery / Pickup Fee: Any additional fees for timed delivery or pickup.
- Discounts: Total discount applied to the order.
- Tip: The tip amount included in the original order.
- Order Source: The source of the order, matching the Order Type filter options (POS, Invoice, Premium Site, Marketplace).
The report is sorted by default in descending order by Order Date.
At the bottom of the report, the Refund Total displays the total amount refunded for the selected date range.
Customizing Columns and Sorting
You can customize the view of the Refunds Report by selecting or deselecting columns in the Columns dropdown. Options include:
- Show / Hide All: Instantly show or hide all columns.
- Reset: Restore the default column view.
Each column header also has an ellipsis (⋯) for additional customization:
- Sort by Ascending/Descending: Sort data in ascending or descending order.
- Pin to Left/Right: Pin a column to the left or right for easier navigation.
- Filter: Apply custom filters to include only the relevant data within each column.
- Hide Column: Hide a specific column from the view.
Additionally, hovering over a column header and clicking the up or down arrow allows quick sorting in ascending or descending order, respectively.
Support
If you have questions or need assistance with the Refunds Report, please reach out to our support team by submitting a ticket here.