Hello,
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.
Thanks.
Hi @hkejick ,
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.
You can see the Shopify help guides on sales reports here as well as the guide for custom reports here which will give you some more information on custom reports within Shopify in general.
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.
Hi, Nick.
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.
Sincerely,
Heather
Hi, Nick.
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.
Hi there,
FYI, this is possible to achieve via our app, Better Reports.
It is possible to show both the refund note as well as the cancellation reason.
Clement
Hi @hkejick ,
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.
Thank you. I will try it.
Hi, Clement.
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.
Pricing 14-day free trial
BASIC SHOPIFY $19.90/month
For stores currently on a Basic Shopify plan
SHOPIFY $39.90/month
For stores currently on a Shopify plan
ADVANCED SHOPIFY $149.90/month
For stores currently on an Advanced Shopify plan
SHOPIFY PLUS $299.90/month
For stores currently on a Shopify Plus plan
Thanks,
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.
Hi @hkejick ,
Yes, USD 299.90 is the current monthly pricing for Shopify Plus merchants.
Can you please reach out to me directly at clement@betterreports.co to discuss further?
Clement
Hi @hkejick ,
This is John from Report Pundit, a reporting and analytics app for Shopify.
With Report Pundit you can get the refund reason for the orders that are refunded. We have a pre-created Refund report available and can fetch the data within seconds.
You can also get other fields like Refund Note, Refund date, financial status, etc.
Here is the screenshot for reference
You can test these reports with the 14-day free trial. Also, the cost of the app is between $10 and $50 for any type of custom reports and automation.
If you have any questions, you can reach me at support@reportpundit.com
I would like request refund report with reason not on it.
Hi @LillianS ,
Yes, With Report Pundit It is possible to generate a refund report which doesn’t have any refund notes or reason.
Thanks!
Hey, @LillianS
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 support@omegacommerce.com if you have additional questions.
Hi there!
I am looking to pull a returns report with the reason included - is this possible to do with the Advanced Reports app?
Hey, @AnnaITSFORNOW
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:
Yes, With Report Pundit It is possible to generate a refund report with refund reason/notes included.
Thanks!
I tried using the filters as mentioned and no to avail it does not develop such a report. tomzpot mobdro
I need a Return Report because Shopify does not make it possible to designate on a partial return how much is for sales tax and how much is for sales (THIS IS VITAL!!). Sometimes we make a mistake and forget to apply a discount. We then have to go in and can only enter a total amount. Until this is fixed we need a Return Repor that we can print quarterly to adjust our sales taxes due to the state. Please give us one these. Kind of basic needs for running a business. Thanks so much!
Hey, Roshan
Denis from Mipler: Custom reports here.
We use the data provided by Shopify since we are able to extract taxes, subtotals, and totals of the refunded item, then we can use these values in our reports.
Source: https://shopify.dev/api/admin-rest/2022-10/resources/refund
Would you be so kind to install the Mipler: Custom Reports on your store and reach us via support@omegacommerce.com in order to create the needed reports? I will be my pleasure to assist you with this.
