This report displays all refunds processed during a given time frame.
Setting Up the Refunds Report
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, 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.
Now go to the “Options” tab. All you have to do here is set the date range you want to track data from.
Criteria Builder
For ultimate control and customization, use the “Criteria Builder” to include additional rules and requirements to the report. This way you can filter data by almost any field on the contact record.
Once you have everything set, click “Save Preferences” on This Widget.
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- Tags Applied
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