Refunds

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

To begin, click the “+” icon on your dashboard and type the word “refund” into the search bar. Then click the “Refunds” template.

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, 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.

Now go to the “Options” tab. All you have to do here is set your date range. I’ll choose Current Year and set my interval to Months.

For ultimate control and customization, use the “Criteria Builder” to include additional rules and requirements to the report.

Once you have your everything set, click “Save Preferences” on This Widget.

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