Report Builder

  • Updated

Contents

  1. Overview
  2. How to Create Custom Reports
  3. How to Edit or Delete your Custom Report
  4. How to Export Multiple Reports
  5. FAQs

 

 

Report builder for your Return Details reports!

Overview

 

A self-service reporting tool so you can easily create custom reports using only the RMA fields and filters you need, which will facilitate RMA (Return Merchandise Authorization) reconciliation. 

 

Key features

  • Create and save up to 10 custom reports per company.
  • Download reports (individual or in bulk).
  • Edit or delete reports.
  • Select those fields that are relevant to your business needs (RMA status, original order ID, return method, etc) and apply filters (International returns, green returns, in-store, etc.).

 

 

How to Create Custom Reports

 

  • On your Return Manager, access the Reports tab.

reports_tab_return_manager.png

  • Click the + sign to create your custom report.

report_builder_create_pub.png

  • Add a name for the custom report.

report_builder_add_a_name_pub.png

  • Select Return Details and click Next.

report_builder_add_name_next.png

  • Select fields to be included in the report.

report_builder_selected_fields.png

Note: You can select up to 70 fields.

 

Sample fields

The list below is only a sample of the fields available to be selected. 

  • RMA Status
  • RMA
  • Original Order ID
  • Original Order
  • SKU
  • Product Name
  • Tracking Number
  • Return Reason
  • Is Exchange
  • Return Method
  • Shopper Email
  • Total Restocking Fee
  • Return Label Cost
  • Package Weight Grams
  • Is Gift Return
  • Cancellation Reason
  • Fulfilment date
  • Return Address Location Name (Warehouse)
  • Discounts applied

 

  • Click Apply filter to select filters to be included in the report.

report_builder_apply_filter_pub.png

 

report_builder_apply_filter_And.png

Filters that can be added:

  • International Basic 

  • Green Returns 

  • Status type

  • In-Store 

  • Instant Credit

  • Shop Collections
    •  

  • Click Create to save the report.

report_builder_report_created.png

  • You can now select the new custom report created to be downloaded.

report_builder_download_custom_report.png

How to Edit or Delete your Custom Report

  • To edit, click the pencil icon.

report_builder_edit_pub.png

  • Select the name of your report you would like to edit.

report_builder_edit_report.png

  • Edit fields and/or filters. 

report_builder_apply_filter_And.png

  • To delete a custom report, click the bin icon.

report_builder_delete_.png

 

How to Export Multiple Reports

  • Select multiple reports, including custom created reports to be exported in bulk.

Choose a specific date range and any time zone that meets your business needs, and your Returnly report will be directly sent to your inbox; that report will be in CSV (comma separated values) format to facilitate financial data import.

 

 

FAQs

Q: What roles can access custom reports?

A: Roles that could access, create and save up to 10 custom reports per company:

Owner, Administrator, Analyst, Customer Service Lead, Customer Service Representative.

For further details on Users & Permissions, consult our dedicated article on Adding and Managing Users & Permissions.

Q: Can you create "OR" conditions for filters?

A: No, only "AND" conditions can be applied for more than one filtering option. 

Example: Is International=NO AND Is Instant Credit=YES

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