Access Reports Anywhere
Learn how to retrieve the Refund Report. There are three different methods for obtaining the Refund Report: through the Sales report, Sales ledger, or Payments report.
Sales Report
- On the Dashboard, navigate to the Reports tab.
- Adjust the Grouping, Subgrouping (if applicable), and Date Range according to your preferences. For a detailed breakdown of each individual refund sale, change the "Grouping" dropdown to something else, e.g., "Sale" instead of "Sales."
- To view the Refund of your sales, select "Refund Amount" and "Refund Quantity" from the Metric dropdown.
- Click the "View Report" button to access the report.
To find something specific, use the Filter button to narrow down your search by product, customer, or supplier.
![](https://salespointcdn.blob.core.windows.net/images/website/Support/Updated%20Version%2015/11/2023/Reports/refund_sales.png)
Save Your Preferred Type of Report
If you want to save your selected dropdown settings, follow these steps:
- Open the "Select View" dropdown and choose "Create View."
- Specify the type of Sales Report you want to save.
- The newly created "Sales View" can be selected at any time, eliminating the need to remember your dropdown selections whenever you want to view a specific sales report.
Reports can be exported at any time. Simply select the type of export that suits your needs.
![](https://salespointcdn.blob.core.windows.net/images/website/Support/Updated%20Version%2015/11/2023/Reports/sales_createview.png)
Sales Ledger
- On the Reports tab, go to the Sales Ledger Subcategory.
- Adjust the Report type and Date Range according to your preferences.
- Change the Status Dropdown to "Refunded" only to show refunded sales. Select "Partially Refunded" if needed to see partially refunded sales.
- Click the "View Report" button to access the report.
![](https://salespointcdn.blob.core.windows.net/images/website/Support/Updated%20Version%2015/11/2023/Reports/refund_ledger.png)
Payments Report
- On the Reports tab, go to the Payments Subcategory.
- Adjust the Report type and Date Range according to your preferences.
- Change the Status Dropdown to "Refunded" only to show refunded sales.
- Click the "View Report" button to access the report.
Reports can be exported at any time. Simply select the type of export that suits your needs.
![](https://salespointcdn.blob.core.windows.net/images/website/Support/Updated%20Version%2015/11/2023/Reports/refund_payments.png)