Shopify Refunds for the Last month

With Mixtable Analytics, you can see the total amount of money refunded in an online spreadsheet in real-time. The Last Month metric timeframe shows the data from the first to the last day of the previous calendar month and is dynamically recalculated as the date range window moves forward.

How to add the Last month of refunds data to your worksheet

If you have already created a Mixtable workbook for your Shopify store, you can quickly add refund data for the last month 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.
• From the section Select the time period for which to calculate the metric select Dynamic date range.
• Here, choose Last month. The metric shows the data for the first to last day of the previous calendar month and is dynamically recalculated as the date range window moves forward.

Optional - Last month of Total Refund Amount for a Customer Segment

Mixtable Analytics & Reports allows you to filter the Total Refund Amount 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.
• From the section, Select the time period for which to calculate the metric, and select Dynamic date range.
• Here, select Last month. The metric shows the data for the first to last day of the previous calendar month and is dynamically recalculated as the date range window moves forward.
• 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 month of Total Refund Amount by Country

Another option for filtering the Total Refund Amount 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.
• From the section, Select the time period for which to calculate the metric, and select Dynamic date range.
• Here, select Last month. The metric shows the data for the first to last day of the previous calendar month and is dynamically recalculated as the date range window moves forward.
• 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 last month of refunds 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.