Shopify Refunds for the Last month

With Mixtable Analytics, you can see the total amount of money refunded in an online spreadsheet in real-time. The Last Month metric timeframe shows the data from the first to the last day of the previous calendar month and is dynamically recalculated as the date range window moves forward.

How to add the Last month of refunds data to your worksheet

If you have already created a Mixtable workbook for your Shopify store, you can quickly add refund data for the last month to a column in a worksheet.

• The worksheet needs to show product or collection information, e.g., Products—Complete, Product—Basic, Manual Collections, and Automated Collections. Instructions on how to add a new worksheet to your Mixtable spreadsheet can be found here.
• Choose an empty column (or insert a new one) and click the Set Sync button from the column header.

• From the Shopify Sync Settings window, choose Analytics
• Then, select the metric, Total Refund Amount.
• From the Select the time period for which to calculate the metric section, choose Dynamic date range.
• Here, select Last month. The metric shows the data for the first to last day of the previous calendar month and is dynamically recalculated as the date range window moves forward.

Optional - Last month of refunds for a Customer Segment

Mixtable Analytics allows you to filter the refund data based on the customer segments you have created in Shopify.

• From the Shopify Sync Settings window, choose Analytics
• Then, select the metric, Total Refund Amount.
• From the section, Select the time period for which to calculate the metric, and select Dynamic date range.
• Here, select Last month. The metric shows the data for the first to last day of the previous calendar month and is dynamically recalculated as the date range window moves forward.
• 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 month of 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.
• From the section, Select the time period for which to calculate the metric, and select Dynamic date range.
• Here, select Last month. The metric shows the data for the first to last day of the previous calendar month and is dynamically recalculated as the date range window moves forward.
• 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 last month of 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 price changes, etc.

Find out more about the Mixtable suite of products here.