Returns Summary Report
The Returns Summary report provides a breakdown of Direct Debit returns in relationship to total Direct Debit sales for a specified date range and reporting group. The Summary panel for this report shows return rate, a percentage of returns in relation to sales. The detail panel breaks down this information by Reporting Group. Transaction-level data is available for the previous 24 months only.
To access the Returns Summary report:
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From the iQ Bar, click the Chargebacks icon and choose Direct Debit - Returns Summary from the list of available reports, or from the Chargebacks Navigation bar. The Returns Summary report displays as shown below.
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Specify the desired Date Range, Reporting Group, and Currency, then click View to refresh the page.
See Notes on Reporting Group Limits for information on the report groups shown in the Reporting Group drop-down selector.
The table below describes the fields in the Returns Summary report.
You can export the data in the Returns Summary report to an MS Excel file by clicking the Excel icon (
) at the top right of the summary panel. You can also create a PDF by clicking the PDF icon (
). See Exporting a Report and Creating a PDF Report for more information.
Returns Summary Report
|
Field/Column |
Description |
|
Summary Data |
|
|
Return Rate as % of Transaction Count |
The number of Direct Debit returns as a percentage of the total number of Direct Debit transactions, in the time period specified. |
|
Return Amount as % of Transaction Amount |
The dollar amount of Direct Debit returns as a percentage of the total Direct Debit transaction amount, in the time period specified. |
|
Total Returns Count |
The total number of Direct Debit returns for the time period specified. |
|
Total Returns Amount |
The total dollar amount of Direct Debit returns for the time period specified. |
|
Total Direct Debit Transactions Count |
The total number of Direct Debit transactions in the time period specified. |
|
Total Direct Debit Transactions Amount |
The total dollar amount of Direct Debit transactions in the time period specified. |
|
Detailed Data |
|
|
Reporting Group |
The Reporting Group to which the data applies. If a hierarchy of groups exist, you can expand the information to show sub-groups by clicking the plus sign next to the group name. |
|
Return Rate |
The percentage of returns based on the total number of Direct Debit (eCheck) transactions. |
|
Return % of Sales |
The percentage of returns based on the total amount of Direct Debit (eCheck) transactions. |
|
Return Count |
The total number of Direct Debit (eCheck) returns for this reporting group. |
|
Return Amount |
The total dollar amount of Direct Debit (eCheck) returns for this reporting group. |
|
Direct Debit Count |
The total number of Direct Debit (eCheck) transactions for this reporting group, in the time period specified. |
|
Direct Debit Amount |
The total dollar amount of Direct Debit (eCheck) transactions for this Reporting group, in the time period specified. |