Shopify Refunds for the Last Year

Make data-driven decisions for your store with Mixtable Analytics. Learn how to pull and analyze last year’s refund data per products, customers, or collections.

How to add the Last Year’s refund data to your worksheet

If you have already created a Mixtable workbook for your Shopify store, you can quickly add the Refund Count or Total Refund Amount data for the last year to a column in a worksheet.

• The worksheet needs to show product or collection information, e.g.,

  • Products—Complete,
  • Product—Basic,
  • Manual Collections,
  • Automated Collections, or
  • Customers.

Instructions on how to add a new worksheet to your Mixtable spreadsheet can be found here.

• You can choose an empty column (or insert a new one) and click the Link button in the column header.

• From the Shopify Sync Settings window, choose Analytics
• Then, from the drop-down, select the metric Total Refund Amount or Refund count

• If you are in a Customers worksheet, you can choose Analytics > Total refunded customers:

• Then, from the section, Select the time period for which to calculate the metric, select Calendar year, and then choose the year, e.g., 2024.

Optional - Last year’s refunds for a Customer Segment

Mixtable Analytics allows you to filter the refund data for products and collections based on the customer segments you have created in Shopify. Here’s how to do that:

• From the Shopify Sync Settings window, choose Analytics
• Then, select the metric, Total Refund Amount or Refund Count.
• From the section, Select the time period for which to calculate the metric, and select Calendar year.
• Now, use the Filter orders based on Customer Segment defined in Shopify Admin section to select the customer segment to be used.

Note: The customer segments shown are the ones you have defined in your Shopify Admin. To add or change your segments please use the Shopify Admin, and Mixtable will reflect your changes automatically.

Optional - Last year’s refunds by Country

Another option for filtering the refund data is by the customer’s country. Use this feature to calculate your international store’s performance.

• From the Shopify Sync Settings window, choose Analytics
• Then, select the metric, Total Refund Amount or Refund Count.
• From the section, Select the time period for which to calculate the metric, and select Calendar year.
• Use the Filter orders based on customer’s country to select the country for which to show the data.

You are ready!

Well done! Now that you have the yearly refund data in an online spreadsheet for products or collections, you can use any spreadsheet function to analyze the data, such as:

• sorting ascending or descending,
• find-replacing,
• filtering,
• using formulas, e.g., for inventory management, etc.

Find out more about the Mixtable suite of products here.