Refund Reasons Report
Open the report
- Drawer → Reports → Operations → Refund Reasons.
- Choose a period. Periods use your store's timezone and weeks start Monday.
What you see
Three KPIs — Refunds (how many refund documents), Refund Amount, and the Top Reason by value — then one row per reason with its count, amount, and share of the total refunded.
Rows are grouped by the reason code the staff picked when the refund was raised. Refunds recorded without a code fall back to the free-text note, and anything left blank groups under Unspecified. Refunds are dated by when the refund was created.
Reasons only help if staff pick the right one
If most of your refunds land under “Other” or “Unspecified”, trim the reason
list in Preferences → Refund Policy to the handful your store actually
sees. A short, honest list beats a long one nobody reads.
Voids are the pre-payment correction and are counted separately — see the Voids report.