Order filters exclude refunded orders from the Retail dashboard and ensure revenue data reflects completed purchases only.
The steps for excluding refunded orders vary by ecommerce platform. Learn how to apply the correct filters for Shopify, BigCommerce, Magento, and WooCommerce.
How filtering refunded orders works
The Retail dashboard uses order filters to control which orders are included in revenue calculations.
To remove refunded and partially refunded orders, create exclude rules based on an order status field and group those rules using Any are true (OR) logic. This ensures that any order matching one of the refunded statuses is excluded from the dashboard.
The filtering process is the same for all ecommerce platforms. What differs between platforms is:
The order status field you select
The status values you enter, for example, refunded, partially refunded, or closed.
Before you start, use the tables in the next section to identify the correct field and values for your ecommerce platform.
Platform‑specific filter values
Each ecommerce platform uses different order status fields and values.
Use the table for your platform to determine what to select when configuring your filters.
Shopify
Rule type | Grouping | Filter field | Filter operator | Filter value |
Exclude | Any are true (OR) | payment_status | is equal to | partially_refunded or refunded |
BigCommerce
Rule type | Grouping | Filter field | Filter operator | Filter value |
Exclude | Any are true (OR) | order_status | is equal to | Partially_refunded or Refunded |
Magento
If you have your order statuses set up according to The Definitive Guide to Magento, then your refunded orders' status is Closed.
If your store uses customised order statuses, you may need to adapt this approach to match your configuration.
Rule type | Grouping | Filter field | Filter operator | Filter value |
Exclude | Any are true (OR) | order_status | is equal to | Closed |
WooCommerce
Rule type | Grouping | Filter field | Filter operator | Filter value |
Exclude | Any are true (OR) | order_status | is equal to | Cancelled OR Refunded OR Failed |
Learn more in Retail dashboard.
Filter refunded and partially refunded orders from the Retail dashboard
When selecting a filter field or entering a value, use the field name and values that apply to your ecommerce platform, as shown in the tables above.
1. Add a filter for partially refunded orders
In Dotdigital, go to Analytics > Dashboards.
Select MORE DASHBOARDS > Retail.
Select FILTERS.
On the Filters side panel, under Order filters, select NO RULES ACTIVE.
Under Exclude orders that match all of the rules in this group, select [click to select order data].
Under Orders (optional) select CHOOSE ORDERS, expand the Order filters drop-down menu, and select the filter field for your ecommerce platform.
Expand the Filter operator drop-down menu, and select is equal to.
In the value box, enter the filter value for your ecommerce platform.
Select OKAY.
2. Add a filter for refunded orders
From the Grouping column, drag Any are true (OR) below the rule you set in step 1.
If it's not already, select Or.
In your OR rule group, select Click to select order data.
Under Edit rule, expand the Filter field drop-down menu, and select the filter field for your ecommerce platform.
Expand the Filter operator drop-down menu, and select is equal to.
In the value box, enter the filter value for your ecommerce platform.
Select OKAY twice, and then APPLY.