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Refunds Report
Refunds Report

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Refunds Report

Learn how to track, analyze and manage e-commerce refunds using Everflow's Refunds Report, including detailed insights on order tracking, Partner performance, and refund patterns for Shopify, WooCommerce, and ClickFunnels stores.

Overview

When a customer requests a refund through your e-commerce platform, that information syncs with Everflow, providing comprehensive data about the original sale and refund.

The Refunds Report helps you:

  • Track refund patterns by product, Partner, promotional channel, etc.
  • Access customer and order information for investigation
  • Monitor promotional performance and refund impact
  • Review partner payouts
  • Identify potential issues with product marketing or messaging
Important to Know Key information and requirements for using the Refunds Report. Requires E-commerce package to be enabled. We suggest contacting our Customer Success if you want this package to be enabled. Works with Shopify, WooCommerce, or ClickFunnels integration Shows both full and partial refunds Adjust who can see this feature in your network through Control Center > Roles

How To Access The Refunds Report

Find and open the Refunds Report in Everflow.

Click on the hamburger menu in the top left corner of your Everflow dashboard. Go to the Reporting section. Select Refunds from the list of reports.

Using The Refunds Report

Analyze and manage refund data with this comprehensive report.

1 Set Your Date Range Select your desired timeframe Date range is based on refund date, not original sale date 2 Apply Filters Click Add Filter to narrow results by: Advertiser Offer Partner 3 Search Options Use the search bar to find specific: Conversion ID Email Order ID SKUs Transaction ID 4 Run Report Click the Run Report button to generate data View results in the Detailed Report section

Columns Customization

Click Table Actions Select Columns Customization Toggle desired columns on/off Click Apply to update view

Row Actions

View Conversion Details View History View Click Details View Partner/Advertiser postbacks View Offer View Partner Set As Rejected View Flowchart Adjust Revenue & Payout Adjust Sale Amount

Key Report Features

Feature Description Basic Information Columns Conversion Status (Approved/Rejected) Refund Date Offer details Partner information Advertiser data Revenue Payout Order Details Columns Store (Shopify/WooCommerce/ClickFunnels) SKUs (product identifiers) Transaction ID Conversion ID Date Customer Email Refund Amount Original Sale Amount Order ID Order Number Order Items Coupon Code used Offer URL Column Customization Click Table Actions Select Columns Customization Toggle columns on/off Click Apply to update view

A Real-Life Example

Let's say you're running "Global Spice Market," selling premium spice blends:

Refunds Report Findings In the Refunds Report, you notice: Several refunds for your "Thai Curry Blend" Multiple orders used the same influencer's coupon code Detailed Analysis Using the detailed columns, you: Check order SKUs to identify specific product batches Review the Offer URLs to see promotional content Analyze conversion rates vs refund rates by coupon code Actions to Take Review influencer content for accuracy Update product descriptions if needed Adjust payouts as needed Consider product education content for future promotions

This example shows how analyzing refund patterns can help you spot both product and promotional issues that need attention.

By diving into the details of which products are being returned and how they were marketed, you can make smart improvements to your product descriptions, promotional content, and partner relationships.

Best Practices

Keep track of important data across your program by monitoring refund rates for specific products using SKUs, checking how well your partners are performing, understanding which coupon codes work best, and measuring the success of different marketing channels.

Make this analysis part of your regular routine by comparing refund rates between different promotional channels, keeping an eye on why customers ask for refunds through their emails, looking at patterns in partial versus full refunds, and seeing how your promotional content affects returns.