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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
How To Access The Refunds Report
Find and open the Refunds Report in Everflow.
Using The Refunds Report
Analyze and manage refund data with this comprehensive report.
Columns Customization
Row Actions
Key Report Features
A Real-Life Example
Let's say you're running "Global Spice Market," selling premium spice blends:
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.
How Refunds Affect Revenue And Payout
When a conversion is refunded through a connected integration (Shopify, WooCommerce, or ClickFunnels), it appears in the Refunds Report but keeps a status of Approved. The refund amount shown is taken from the transaction refund amount in the integration's refund webhook.
