I am hoping to see if it is possible to develop a report which takes information from the "Reason for Refund" section for the daily sales. I know for a fact that some businesses use this platform as a way of keeping track of credits issued for refunds. Any feedback would be helpful.
Nick here from Shopify.
Really good question. I took a look in my test store for you and didn't find any filters about refunds exactly, the closest filter I found which could be related to it is Payment Status.
I will, however, submit this as a feature request to our team for future development on your behalf. Would you be able to reply to me here and give some more details on how a report like this could benefit your store and business, please? The more information and feedback from store owners using the platform helps our team a lot.
I tried using the filters as mentioned and no to avail it does not develop such a report.
Certainly, I can help. The business I am currently employed at works with a manufacturing system which pulls the "C" or "U" number in Shopify. However, our accounting department uses the "Reason for Refund" field to insert our manufacturing's credit number as a form of notification for our employees that an order has been refunded or partially refunded.
I see that a message below the empty field under the refund screen reads, "Only you and other staff can see this reason." I am hoping that a report can be developed using the information that is inputted in the blank field if possible.
It would greatly help out the accounting department during busy season.
I forgot to mention that a report is essential to the company due to the increased volume of orders during busy season which is from September to March. Unfortunately, our manufacturing system and IT staff cannot develop such a report.
Thanks for getting back to me and providing more context and feedback on this. It will be very useful for the development team.
In the meantime, it might be worth checking out @ClementG's app "Better Reports" to see if it can do what you need it to. Hopefully, it can.
We are in the process of trying to add the Better Reports app. From my understanding, do we need to purchase the plus plan in the amount of $300 USD?
Or is there a separate price for the app? I'm trying to grasp a better understanding of the price for the app regarding the information below.
For stores currently on a Basic Shopify plan
For stores currently on a Shopify plan
For stores currently on an Advanced Shopify plan
For stores currently on a Shopify Plus plan
* All charges are billed in USD. Recurring charges, including monthly or usage-based charges, are billed every 30 days.
If the purchase price is $600 US a month for the "Better Reports" app for both Shopify's CAD & US site, it will be too pricey for the business.
It is possible to do with our Advanced Reports as well.
Just open the Refunds by Items report and add a filter with the next condition:
The "Note" from the Refunds is Blank - to get refunds without the refund note (in the Shopify API Docs it call as Note).
So the result will be only refunds with the reasons undefined:
Please feel free to contact me via firstname.lastname@example.org if you have additional questions.
I am looking to pull a returns report with the reason included - is this possible to do with the Advanced Reports app?
Thank you for your question.
It is possible to do with full refunds, please check example from the my Shopify Admin below:
So in our Advanced Reports app, the Note column from the Refunds table will have a TEST REASON value:
To be honest, currently, it is impossible to get a reason for Returned Items (Partially Refunded Orders).
So for example, we cannot export the value below for the returned item: