Refund Report

Go to Reports → Sales Report → Refund Report

Refund Report provides details of refund transactions processed within a specific period. It includes information about refunds issued by the business or organization to customers who have returned or canceled their purchases. The report helps track and analyze the refund activities, providing insights into the refund process and financial implications.

Review your activity at similar type stores to see if an unusual refund activity is occurring, you can do this by running the report and consolidating by venue or store. You may want to review your refund policy if this number is excessive. Some customers elect to not offer cash refunds and only provide them with gift cards.

You may also elect to require that all transactions be verified against original sales receipts if you are concerned about the validity of refunds.

Criteria Selections for Refund Report

Make entries in the following fields to determine report output:

• Start Date: Enter the starting date you want to include in the report.
• End Date: Enter the ending date you want to include in the report

Note:

The Start Date and End Date fields can be left empty if you select a relative date option (Current Day, Previous Day, Current Month, Previous Month)

Details

The user provides details and generates a refund report. The user specifies the report by the venue, store, group, or register, and then provides details of the date range in which the sales are to be reported. The user then can generate the report or download the CSV file or print it as a pdf. The generated report provides the store, refund reason, transaction #, the number of refund transactions, the refund amount and the employee who initiated the refund and the employee who approved the refund. 

Store - The store in which the refund transactions are reported

Refund Reason - The reason code for the refund transactions

Event: To view all event details, including the start and end dates, and location, ensuring full visibility of transaction data linked to specific events

Transaction # - Transaction number of the refund

Refund Transactions- Number of Refund Transactions

Refund Amount- The monetary value refunded to the customer, including any taxes, fees, or shipping charges that were part of the original purchase.

Initiated By: Employee who initiated the refund.

Approved By: Employee who approved the refund.

Printing Reports

Users have the option to print reports on Console, 

1. Navigate to Reports and select the report

2. Select the Date Range that you wish to get the report for.

3. Select filters that are necessary for your report. 

   Note: Default Settings will create a Report with all the necessary information, but if you want a more detailed report, add or remove filters. 

4. Navigate to the Print button on the top right corner of the screen, clicking on the button will show a popup window to choose the printing options.
5. Make your selection and hit Print

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