How to Configure the Refunds Report

This report displays all refunds processed during a given time frame.

Display Tab

There are four options available to you for the chart type. Any of them will work, but since you’re giving money away, I recommend the Area chart type. This is because it emphasizes the “bleed”. For some reason, the area makes a bigger statement than a line chart when it comes to refunds. It shouts “Look at all this money we’re losing!

I definitely recommend checking the Show Total Number box so that you can see that value in the top right corner of the graph.

Display Tab

Now go to the Settings tab. All you have to do here is set the date range you want to track data from.

Display Tab

For ultimate control and customization, use Filters to include additional rules and requirements to the report. This way you can segment data by almost any field on the contact record.

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