The Online Payment Refund Report provides insights into order refunds processed by the restaurant on the YUMBI Dashboard for customers who made online payments. This report details the refund transactions, allowing for better tracking and management of refunds.
You can watch a short video on the report here:
This report is further broken down by Refund Value and Refund Types.
Below we hope to answer any questions you may have and explore what this report has to offer.
Where can I find the Online Payment Refund Report?
This report can be found on the left-hand Panel on the YUMBI Reports Portal. Under the Overview Tab, under the name “Payment Refunds” (Figure 1) or by following this link to the report itself.
Figure 1
What are Refund Values, Refund Types and Refund Reasons?
Refund Values:
This summary displays the total amount of the refund values that have been processed by the restaurant on the YUMBI Dashboard.
Refund Types:
This summary displays the total number of refunds per refund type. The types of refunds are broken down by the following online payment categories; Credit/Debit Card and Payment Voucher.
Refund Reasons:
This displays a summary of the reasons for the refund which was processed by the restaurant on the YUMBI Dashboard.
How can I filter this report?
The Online Payment Refund Report has three primary ways of filtering this report.
- These three options are: Date, Brand, and Restaurant
Above the grid of data on the far left, you can select the number of entries available on the drop-down list to show more entries. There is also a Search Option on the far right that you can use to search for specific values or restaurants.
What do the columns represent on the Online Payment Refund Report?
Below, we will walk through each column on the report and what the data refers to:
Figure 2
Store:
The data shown in this row belongs to the restaurant listed in this column.
Franchise Manager:
This column will display the Franchise Manager’s name, who is the allocated brand representative for your restaurant.
Order ID:
This column displays the YUMBI order reference number which is also known as the YUMBI Order ID. The YUMBI order reference number contains 8 digits.
Order Date:
The date shown in this column presents the date and time the particular order in the row was placed.
Customer Name:
The data shown in this column presents the customer’s name who placed the order in the row you are viewing.
Reversal Date:
The date in this column presents the date and time of when the refund was processed by the Restaurant on the YUMBI Dashboard.
Card Reversal Amount:
This column displays the total amount of funds of the order that was paid by Credit/Debit Card online.
Voucher Reversal Amount:
This column displays the total amount of voucher funds that were redeemed online to pay for the order.
Total Reversal Amount:
This column displays the total amount of the reversed funds for the order paid. For this report, the Total Reversal Amount is calculated as follows [Card Reversal Amount + Voucher Reversal Amount]
Reason:
This column provides the reason why a refund of a particular order was processed by the Restaurant.
The Grid Information can be exported for data analysis and provides additional categories of information using the CSV Option.