The Sales Refunds Report tracks all Refund Reasons and Refund Amounts.
Requirements:
You will need to be a staff member with Owner, Managed Owner, Store Owner, Store Manager, or Store Staff access.
Instructions:
Step 1: Log in to your Flipdish Portal using your email address and password.
Step 2: From the left-hand panel, click on "Reports".
Step 3: Select the second tab labeled "RMS".
Step 4: Click on the "Sales" tab.
Step 5: Click "Sales Refunds".
Step 6: Choose the relevant property from the drop-down menu for which you would like to generate the report.
Step 7: Set your desired date range.
Sales Refunds Report
Key Terms
Property: Store or location
Code: Refund Reason
Venue Code: Order channel (i.e., Flipdish, Uber Eats)
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.