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POS Sales Refunds Report
Updated over 7 months ago

The Sales Refunds Report tracks all Refund Reasons and Refund Amounts.

Requirements:

You will need to be a staff member with Back Office app permissions.

Instructions:

Step 1 - Log into your Point of Sale Back Office with your email address and password.

Step 2 - Click on the Business or Store name in the top right drop down.

Selecting the Business Name will aggregate sales data for all stores.

Selecting the Store name will filter data for that Store only.

Step 3 - Click "Reports" in the left panel.

Step 4 - Click "Sales."

Step 5 - Click "Sales Refunds."

Step 6 - Add your date period.

Sales Refunds Report

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Key Terms

Property: Store or location

Code: Refund Reason

Venue Code: Order channel (ie Flipdish, UberEats)

Amount: Total Refund Amount

Filters and Grouping

You can further drill into staff upsell performance by clicking the carat ">." This report defaults to grouping data based on Property > Code > Venue.

If you need to rearrange how your data is grouped, you can drag and drop as well as delete grouping settings.

When you hover over the Group column, you'll see 3 horizontal lines. Drag this header column to the grey space labelled "Drag here to set row groups" to update data Grouping.

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