The Returns Report in Appliance.io is your go-to tool for tracking and managing all return data. From returned items to refund details, it keeps everything in one place so you can stay on top of customer service and financial accuracy.
π Accessing the Report
Go to the sidebar and click Reports
Select Returns
π Youβll also see a Subscribe Now button. Click it to get notified whenever a new return entry is created β perfect for real-time updates.
π Filters & Reset
Make your search easier with filters such as:
Model Number
Return Date
Refund Payment Method
Brand
Location
Source
π‘ Tip: You can combine multiple filters for precise results.
Need to start over? Just hit Reset Filter to return to the default view.
π€ Exporting the Report
Need to analyze or share the data?
Click Export
Choose PDF, Excel, or CSV
β οΈ Note: Only the data that matches your current filters will be included in the export.
π Reading the Returns Data
Each return entry gives you a clear breakdown, including:
Date
Order Number
Model Number
Sales Person
Quantity
Refund Method
Refund Amount
Refund Status
π Want more details?
Click the dropdown to view the Serial Number
Or click the Order Number to jump directly to the order page β open the order dropdown to see the full Order Return detail.
π Youβre Ready!
The Returns Report makes it simple to track returns, manage refunds, and keep customer service running smoothly β all in just a few clicks.