Refunded Invoices

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Shows how much money you gave back over a period and on how many invoices, day by day, so refunds can be traced back to their cause.

Opening the Screen

Open WAnalytics from the main menu, then pick Invoices and Refunded Invoices on the left rail.

{admin}/wanalytics/invoices/by-refunded

What Is on the Screen

Only invoices whose status is refunded are counted, and each one sits on the day its refund was recorded. Three bands, top to bottom.

Header controls Currency, period, refresh and PDF.

Figure rail Three totals for the selected period.

Refund Trend Analysis Two graphs over the same days.

The upper graph is the refunded Amount per day, the lower one the number of Invoices behind it. Under them sits the daily table. Where nothing matches, No data available for the selected period. appears instead. When every refund in the period is worth zero, the upper graph does not appear at all and only the count graph remains.

Fields

Header controls

Date Range The last 30 days by default. Quick ranges in the calendar-range menu beside the date field: Today, Yesterday, Last 7 Days, Last 30 Days, This Month, Last Month, This Year, Last Year. Clicking one moves the report to that period right away; for your own dates click the field, mark a start and an end in the calendar and close it — the page reloads with that range.

Refresh button The circular arrow beside the period. Reloads the report with the dates in the box.

All Currencies (Local) The default. Every currency is converted to your local one, marked with an asterisk in the list. Pick a currency to see only the invoices issued in it.

Download as PDF Saves the report as a PDF. Filters, search and the pager stay out of the file.

The figure rail

Total Amount Value of everything refunded in the period.

Invoices How many invoices are behind that amount.

Days Length of the selected period in days.

The table

Date The day, with its weekday under it. The table opens on this column, newest first.

Invoices Invoices refunded that day. You can sort on it.

Amount Their total value. You can sort on it.

Only days with at least one refund get a row; the graphs above still cover every day. The download button offers CSV, JSON and XML and appears only for roles allowed to download listed data. Show Records under the table sets the page size. The search box does not narrow these daily rows.

Tasks

Look at a single month

Click the period box in the header and pick Last Month.
Figures, graphs and table all move to that month. The circular arrow beside the period reloads the report with the same dates.

Find the heaviest day

Click the Amount heading twice: the first click sorts ascending, the second descending.
With the descending sort the first row is the costliest day of the period. Invoices sorts by count the same way.

Take the numbers out

Click the download button next to the search box. If it is not there, your role is not allowed to download listed data.
Pick CSV, JSON or XML. The file carries the daily rows.

Things to Watch

The day is the refund date

The invoice behind a refund can be much older than the day it appears on. Compare it with the income report of the same period, not of the invoice month.

Mixed currencies use today's rate

Under All Currencies (Local) foreign amounts are converted with the rates in use now, not the rate of the refund day. The same past period can read differently later.

The currency choice reaches the top band on reload

Changing the currency updates the table at once. The figure rail and the graphs follow after the page loads again, for example when you apply a period.

Required Privileges

The whole WAnalytics section needs WANALYTICS. Without it the menu entry is hidden and the address refuses access.

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