Refund Details

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.

Filter Definitions

• 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.