The retail dashboard is a powerful tool; however, many users want to customise their data to exclude refunded orders and provide a cleaner revenue value.
The process for cleaning up data is different depending on your ecommerce platform. This article shows you how to filter out refunded orders for our most popular ecommerce platform.
Shopify
Set these filter rules to remove refunded orders:
Rule type | Grouping | Filter field | Filter operator | Filter value |
Exclude | Any are true (OR) | payment_status | is equal to | partially_refunded
or
refunded |
Learn more about creating filter rules on the Retail dashboard in Using the Retail dashboard.
Filter refunded and partially refunded orders from the Retail dashboard:
1. Add a filter for partially refunded orders
From the Retail dashboard, select the Orders filter.
On the Edit order filters side panel, under Exclude, select Click to select order data.
Under Edit rule, expand the Filter field drop-down menu, and select payment_status.
Expand the Filter operator drop-down menu, and select is equal to.
In the value box, enter partially_refunded.
Select Apply.
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 payment_status.
Expand the Filter operator drop-down menu, and select is equal to.
In the value box, enter refunded.
Select Apply.
BigCommerce
Set these filter rules to remove refunded orders:
Rule type | Grouping | Filter field | Filter operator | Filter value |
Exclude | Any are true (OR) | order_status | is equal to | Partially_refunded
or
Refunded |
Learn more about creating filter rules on the Retail dashboard in Using the Retail dashboard.
Filter refunded and partially refunded orders from the Retail dashboard:
1. Add a filter for partially refunded orders
From the Retail dashboard, select the Orders filter.
On the Edit order filters side panel, under Exclude, select Click to select order data.
Under Edit rule, expand the Filter field drop-down menu, and select order_status.
Expand the Filter operator drop-down menu, and select is equal to.
In the value box, enter Partially refunded.
Select Apply.
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 order_status.
Expand the Filter operator drop-down menu, and select is equal to.
In the value box, enter Refunded.
Select Apply.
Magento
If you have your order statuses set up according to The Definitive Guide to Magento, then your refunded orders' status is Closed. In which case, this guide is for you.
If you have a customised store, you might need to adapt this solution depending on your requirements.
Rule type | Grouping | Filter field | Filter operator | Filter value |
Exclude | Any are true (OR) | order_status | is equal to | Closed |
Learn more about creating filter rules on the Retail dashboard in Using the Retail dashboard.
Add a filter for partially refunded orders
From the Retail dashboard, select the Orders filter.
On the Edit order filters side panel, under Exclude, select Click to select order data.
Under Edit rule, expand the Filter field drop-down menu, and select order_status.
Expand the Filter operator drop-down menu, and select is equal to.
In the value box, enter Closed.
Select Apply.
WooCommerce
Set these filter rules to remove refunded orders:
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 about creating filter rules on the Retail dashboard in Using the Retail dashboard.
Filter refunded and partially refunded orders from the Retail dashboard:
1. Add an exclude filter for cancelled orders
From the Retail dashboard, select the Orders filter.
On the Edit order filters side panel, under Exclude, select Click to select order data.
Under Edit rule, expand the Filter field drop-down menu, and select order_status.
Expand the Filter operator drop-down menu, and select is equal to.
In the value box, enter Cancelled.
Select Apply.
2. Add an exclude 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 order_status.
Expand the Filter operator drop-down menu, and select is equal to.
In the value box, enter Refunded.
Select Apply.
3. Add an exclude filter for failed orders
From the Grouping column, drag Any are true (OR) below the rule you set in step 2.
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 order_status.
Expand the Filter operator drop-down menu, and select is equal to.
In the value box, enter Failed.
Select Apply.