# Refund Summary

## Overview

In this article, you will learn about Sellercloud’s **Refund Summary** report. It provides an overview of all refunds processed in a specific period. It includes information about the refund, the original order, and the customer. You can see the following:

- **Refund Summary:** Refunds, Payments, and Grand Total.
- **Order Summary:** Orders.
- **Customer Details:** Name.

You can run this report automatically on a regular basis with [Scheduled Tasks](https://descartessystems.aha.io/pages/7630838715868958891).

For more information about Sellercloud’s Financial Reporting Suite, see the [Reports FAQ](https://descartessystems.aha.io/pages/7630865220332472858).

## Access and Customize the Report

To use the report:

1. Navigate to **Reports** > **Returns & Refunds** > **Refund Summary**.
2. Set up the **Default** and **Custom filters**.
3. Click **Search**. Each filter you apply gets highlighted in green. If a filter is gray or not displayed at all, it’s not active.

4. To manage the columns in the report, click the three dots icon on the top right and select **Customize Columns**. You can:
   1. Reorder columns by dragging them up or down in the list.
   2. Hide columns by clicking the **Trash** icons.
   3. Add columns by clicking **Add column**.

5. To sort the data differently, use the **Sort by** menu.
6. To save your filtering and sorting options, click **Save view**, type a **Name** and click **Save**.

7. To export the full report to a spreadsheet, click **Actions** on the bottom right and select **Export to Excel**. Spreadsheets include all columns, including those hidden in the report.

## Filter and Column Definitions

The tables below provide filter and column descriptions.

### Default Filters

|     |     |
| --- | --- |
| **FILTER** | **DESCRIPTION** |
| **Company** | Include only orders from one or more [companies](https://descartessystems.aha.io/pages/7630838368529930257). |
| **Channel** | Include only orders from one or more sales [channels](https://descartessystems.aha.io/pages/7630870720735739402). |
| **Date Range** | Select a preset time range from **Yesterday** to **Last Year**. |
| **Date** | Enter the **Start** and **End** dates. For a single date, choose the same **Start** and **End** date. |
| **Date Type** | Choose how to reflect orders and their associated activity: <br>- **Refund**– View all orders and their associated activity where the refund date is in your selected range.<br>  <br>- **Ship**– View all orders and their associated activity where the ship date is in your selected range.<br>  <br>- **Order**– View all shipped orders and their associated activity where the order date is in your selected range. |
| **Summarize By** | Choose how to summarize sales in the report. Your choice will determine the report’s first column. |

### Custom Filters

|     |     |
| --- | --- |
| **FILTER** | **DESCRIPTION** |
| **Company Group** | Include only products from one or more [company groups](https://descartessystems.aha.io/pages/7630838282103460827). |

### Report Data

|     |     |
| --- | --- |
| **COLUMN** | **DESCRIPTION** |
| **Name** | Shows the order’s sales channel. |
| **Orders** | Shows the total number of orders. |
| **Payment** | The actual amount the buyer paid (usually the same amount as the Grand Total unless there was an underpayment or overpayment). |
| **Grand Total** | Shows the total amount of the order, calculated as such: (Subtotal + Shipping Total + Handling + Insurance + Gift Wrap + Tax) – (Discount + Shipping Discount). |
| **Refunds** | Shows the total refund amount from orders.