Shopify Refunds for the Last Year

Make data-driven decisions for your store with Mixtable Analytics. Learn how to pull and analyze last year’s refund data per product or collection.

How to add the Last Year’s refund data to your worksheet

If you have already created a Mixtable workbook for your Shopify store, you can quickly add the Refund Count or Total Refund Amount data for the last year to a column in a worksheet.

Note: The worksheet needs to show product or collection information, e.g., Products (with variants), Products (without variants), or Collections. Here you can learn how to add a new worksheet to a Mixtable workbook.

To load new Shopify data, start by selecting an empty column — any column with a non-green header (green headers mean the column is already linked to Shopify data). Then, click the ⚡️ button in the column header to open the selection window to choose the data you want to pull in.

• From the Shopify Sync Settings window, choose Analytics
• Then, select the metric, Total Refund Amount or Refund Count.
• From the section, Select the time period for which to calculate the metric, select Calendar year and then choose the year, e.g. 2024.

Optional - Last year's Total Refund Amount or Refund Count for a Customer Segment

Mixtable Analytics allows you to filter the Total Refund Amount or Refund Count data based on the customer segments you have created in Shopify.

• From the Shopify Sync Settings window, choose Analytics
• Then, select the metric, Total Refund Amount or Refund Count.
• From the section, Select the time period for which to calculate the metric, and select Calendar year.
• Now, use the Filter orders based on Customer Segment defined in Shopify Admin section to select the customer segment to be used.

Note: The customer segments shown are the ones you have defined in your Shopify Admin. To add or change your segments please use the Shopify Admin, and Mixtable will reflect your changes automatically.

Optional - Last year of Total Refund Amount or Refund Count by Country

Another option for filtering the Total Refund Amount or Refund Count data is by the customer's country. Use this feature to calculate your international store's performance.

• From the Shopify Sync Settings window, choose Analytics
• Then, select the metric, Total Refund Amount or Refund Count.
• From the section, Select the time period for which to calculate the metric, and select Calendar year.
• Use the Filter orders based on customer's country to select the country for which to show the data.

You are ready!

Well done! Now that you have the yearly refund data in an online spreadsheet, you can use any Excel function to analyze the data, such as:

• Sort ascending or descending,
• Find-replace,
• Filter,
• Use Excel formulas, e.g., for price changes, etc.

Find out more about the Mixtable suite of products here.