Refund Reasons Report (Reference)

Erica U.
Erica U.
  • Updated

Introduction:

The refund reasons report will generate a list of reservations with refunds and includes the owner, the refund reason selected, the item cost, and the refund amount. This report provides a list of each refund reason and the number of refunds for each reason, as well as the type of refund within a date range. (reservations, services, open line items, retail, package sales, and credit card tips). 

This article includes:

Key Features:

In addition to standard reporting features, this report can:

  • Enhance your insight by offering customizable options to focus on specific refunded item types, whether it's reservations, retail items, or others. 
  • Tailor your view by selecting individual refund reasons, allowing you to delve deep into the dynamics behind refunds across various services and retail items within your facility.
  • Help you gain valuable insight into the factors influencing refund trends, and make informed decisions about your business.

Getting Started:

Report Parameters

This page will generate a summary list of refund reasons and the number of each reason, as well as the details for each refund, including the invoice number, owner name, item description, refund reason, item cost, and refund amount. To run the report, head over to Left-Navigation: Reports & More » Refund Reasons.

  1. Step 1: Select the starting date. This can go as far back as you'd like. 

  2. Step 2: Select the end date. You can mark this to a future date, but this will not affect the outcome of the report. 

  3. Step 3: Select the items you wish to include in the report. You can select from reservations, services, open-line items, retail, package sales, and credit card tips.

  4. Step 4: Select the refund reasons you want to include the report for.
  5. Step 5: Click the blue Generate Report! button for a list of refund reasons and refund details within the selected start and end date. 

Screenshot 2024-03-11 at 11.15.47 AM.png

 

Parameter Description
Refunded From Date Choose a starting date to see refunds with a refund date on or after this date. 
Refunded From Date Choose an ending date to see refunds with a refunded date on or before this date. 
Include Refunded Item Types Choose the type of refunded items you want to be included in the report. 
Included Refunded Reasons Choose the refund reasons you want to be included in the report.
Export to Excel? Optionally export the report to Excel.

 

Helpful Hints

  • If no reason is selected for a refund, it will still be included in this report if "No Reason" is included in the report parameters. 
  • This article will help you understand what is driving the volume of your refunds, which can help make informed decisions about your business. 
  • You can download a copy of this report by clicking on Print PDF.
  • You can add additional refund reasons in Admin » Refund Reasons. This is helpful if a customer is requesting a refund for a specific reason that you do not already have in your app. 

 

Report Output

Summary

The first table is a summary of the number of refunds, the type of refunds they are, and the reason selected for each refund.

Screenshot 2024-03-11 at 11.40.59 AM.png

Refunded Item Type Description
Reservations The number of reservation refunds for the listed reason.
Services The number of service refunds for the listed reason.
Open Line Items The number of open-line item refunds for the listed reason.
Retail The number of retail item refunds for the listed reason.
Package Sales The number of package sale refunds for the listed reason.
Credit Card Tips The number of credit card tip refunds for the listed reason.

 

Details

The second table includes information for each refund. You can view the invoice, owner name, item description, refund reason, item cost, and the refunded amount. This table also includes item cost and refund totals.

Screenshot 2024-03-16 at 6.22.02 PM.png

Tips and Tricks

  • You can click on the invoice number associated with the refund to be redirected to the invoice.
  • You can also click on the owner name associated with the refund to be redirected to the owner's profile. 

Related Resources

Check out these other helpful articles:

 

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