Refund Report

For help accessing reports please see Accessing the Report Builder & Using the Options

The Refunds Report shows any refunds that were completed for an order. This can help provide more insight into trends that may result in orders being refunded consistently.

Refining your Report 

You can use the dropdown menus to refine this report. 

Whole Day - This will set your set time frame parameters to whole days and there will be no need to set specific times of the day. 

Custom Time Range - This setting will change the time frame parameters to include specific times.

Order Time - This setting will define your search time parameters to pull the report according to the times that the orders were made.

Desired Fulfillment Date - This setting will define your search time parameters to pull reports according to the times that the orders were set to be fulfilled.

Both Order Time and Fulfillment Date - To select this option use the blue plus sign next to the dropdown box. You can then use the date rage boxes to create a report that includes both date ranges for each variable.

The Refund Reasons report shows the following information:

Order Number - The number associated with the order that was refunded.

Order Date - This is the date and time that the order was placed. 

Order ID - The unique order identifier for customers currently integrated with Toast which allows you to map individual Bbot orders to their counterparts in Toast reporting without having to create unique identifiers for each order.

Refund Time - The date and time the refund was completed.

Refund Reason - This is the reason for the refund, either one of the default options or if 'Other' is selected, it will include the reason for the refund that was typed into text field.

Refunded Items Pretax - The order total of the items before tax is applied.

Refunded Service Charge Pretax - The amount of any service charge applied to the order that was refunded.

Refunded Tax - The amount of the tax applied to the order that was refunded.

Refunded Tip - The tip amount applied to the order that was refunded.

Details - This lists all items ordered and the associated price for each item.

For any questions about the Refunds report, please contact our support team at support@bbot.menu.