Remove refunded orders from the Retail dashboard data

Learn how to use order filters to clean up your retail dashboard by removing refunded orders.

Overview

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

To learn more about creating filter rules on the Retail dashboard, check out the article Using the Retail dashboard.

Filter refunded and partially refunded orders from the Retail dashboard:

Step 1: Add a filter for partially refunded orders

1. From the Retail dashboard, select the Orders filter.
2. On the Edit order filters side panel, under Exclude, select Click to select order data.
3. Under Edit rule, expand the Filter field drop-down menu, and select payment_status.
4. Expand the Filter operator drop-down menu, and select is equal to.
5. In the value box, enter partially_refunded.
6. Select Apply.

Step 2: Add a filter for refunded orders

1. From the Grouping column, drag Any are true (OR) below the rule you set in step 1.
2. If it's not already, select Or.
3. In your OR rule group, select Click to select order data.
4. Under Edit rule, expand the Filter field drop-down menu, and select payment_status.
5. Expand the Filter operator drop-down menu, and select is equal to.
6. In the value box, enter refunded.
7. 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

To learn more about creating filter rules on the Retail dashboard, check out the article Using the Retail dashboard.

Filter refunded and partially refunded orders from the Retail dashboard:

Step 1: Add a filter for partially refunded orders

1. From the Retail dashboard, select the Orders filter.
2. On the Edit order filters side panel, under Exclude, select Click to select order data.
3. Under Edit rule, expand the Filter field drop-down menu, and select order_status.
4. Expand the Filter operator drop-down menu, and select is equal to.
5. In the value box, enter Partially refunded.
6. Select Apply.

Step 2: Add a filter for refunded orders

1. From the Grouping column, drag Any are true (OR) below the rule you set in step 1.
2. If it's not already, select Or.
3. In your OR rule group, select Click to select order data.
4. Under Edit rule, expand the Filter field drop-down menu, and select order_status.
5. Expand the Filter operator drop-down menu, and select is equal to.
6. In the value box, enter Refunded.
7. 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

To learn more about creating filter rules on the Retail dashboard, check out the article Using the Retail dashboard.

Add a filter for partially refunded orders

1. From the Retail dashboard, select the Orders filter.
2. On the Edit order filters side panel, under Exclude, select Click to select order data.
3. Under Edit rule, expand the Filter field drop-down menu, and select order_status.
4. Expand the Filter operator drop-down menu, and select is equal to.
5. In the value box, enter Closed.
6. 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	CancelledOR Refunded OR Failed

To learn more about creating filter rules on the Retail dashboard, check out the article Using the Retail dashboard.

Filter refunded and partially refunded orders from the Retail dashboard:

Step 1: Add an exclude filter for cancelled orders

1. From the Retail dashboard, select the Orders filter.
2. On the Edit order filters side panel, under Exclude, select Click to select order data.
3. Under Edit rule, expand the Filter field drop-down menu, and select order_status.
4. Expand the Filter operator drop-down menu, and select is equal to.
5. In the value box, enter Cancelled.
6. Select Apply.

Step 2: Add an exclude filter for refunded orders

1. From the Grouping column, drag Any are true (OR) below the rule you set in step 1.
2. If it's not already, select Or.
3. In your OR rule group, select Click to select order data.
4. Under Edit rule, expand the Filter field drop-down menu, and select order_status.
5. Expand the Filter operator drop-down menu, and select is equal to.
6. In the value box, enter Refunded.
7. Select Apply.

Step 3: Add an exclude filter for failed orders

1. From the Grouping column, drag Any are true (OR) below the rule you set in step 2.
2. If it's not already, select Or.
3. In your OR rule group, select Click to select order data.
4. Under Edit rule, expand the Filter field drop-down menu, and select order_status.
5. Expand the Filter operator drop-down menu, and select is equal to.
6. In the value box, enter Failed.
7. Select Apply.