Refund Report:
By Location
By Location
By Location summarizes refund data by the location at which the refund was rung. This view allows users to compare locations’ refund activity side by side, and build reports targeting outlier locations, such as locations that are completing too many refunds, or when refunds grow over an allowable percentage of sales.
By Location has two views:
- By Location, which navigates directly from the location to a list of all refunds matching the filter criteria
- By Location/Employee, which includes an additional summary view of all employees at that location who had refunds matching the filter criteria. In some instances where a larger subset of data is returned, this additional summary view can help target specifically which employees are potentially causing the location to be an outlier.
COLUMN DEFINITIONS
- Location: The name of the location.
- Employee: The name of the employee
- Refund Amt: The total refund dollar amount against transactions in this set.
- Refund Amt (%): The percentage of refunded dollars relative to the gross (pre-tax) sales. This percentage will adjust as filters will affect the refunded dollars, but not the gross sales.
- Refund Trans Qty: The number of refund transactions for the set
- Refund Trans Qty (%): The percentage of refunded transactions relative to all transactions.
- Avg Refund Amt: The total refunded dollars divided by the total refunded transactions for this set.
Was this post helpful?
Let us know if you liked the post. That’s the only way we can improve.