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I need a summary for all refunds processed on my Chargebee site. Which report will help me here?
I need a report with all refunds processed on my Chargebee site. Where do I find it?
Summary
You can collect refund related report from a metric - Total Refunds under RevenueStory. You need to add this metric to your RevenueStory metric with the required granularity and report form.
Solution
There are two ways in which you can collect the report related to Refunds or all Credit Notes in your Chargebee site.
There is a metric in the RevenueStory of your Chargebee site named Total Refunds. If you haven’t added this metric yet to the dashboard of your Revenue Story then please follow the video here to know the process to add this metric depending on the granularity and how to download report from this metric.
You can also calculate the total refund for a particular time period by collecting a report of all the credit notes generated in that particular time period. Please follow the steps given below
(i) Navigate to Invoices and Credit Notes >> Credit Notes.
(ii) Apply a filter like Date - between - {date range}. This will help to list out the credit note generated for a required time period.
(iii) Now click on Export >> Download Data.
(iv) Unzip the downloaded file and open the CreditNotes.csv. This will have all the credit notes generated within the required time period.
Please follow the steps in this video.
You can also calculate the total refund for a particular time period by collecting a report of all the refund transactions in that particular time period. Please follow the steps given below:
(i) Navigate to Logs >> Transactions.
(ii) Apply a filter like Date - between - {date range} with another two filters like Type - is - Refund and Status - is - Success. This will help to list out the refunds initiated for a required time period.
(iii) Now click on Export >> Download Data.
(iv) Unzip the downloaded file and open the Transactions.csv. This will have all the credit notes generated within the required time period.
Please follow the steps in this video.