This report displays a list of refund transactions. It shows the receipt number, date, and time, payer of the original transaction, payment type of the refund, refund details and notes, and amount paid.
Reports > Daily Close Reports > Refunds
Reports > Financial Reports > Refunds
Clicking the Recall / Schedule a saved report definition button at the top of the page takes you to the Report Definitions page, where you can select a previously saved report definition.
Click the calendar
icon 
beside the From box and select a Beginning Date of transaction
from the pop-up calendar.
Click the calendar
icon beside the To box and select an Ending
Date of transaction from the pop-up calendar.
The Day of Week field beside the calendar icon will automatically be completed.
Enter in the Time box the times of day for transaction.
Click the System User link to pop-up the System User List page.
From the System User List page, select the system users.
Click Add All Selected. To remove the system users, you can select the system user in the list box then click Remove at the right side.
Click the Revenue Site link to pop-up the Revenue Site List page.
From the Revenue Site List page, select the revenue sites.
Click Add All Selected. To remove the revenue sites, you can select the revenue site in the list box then click Remove at the right side.
Click the Transaction Site link to pop-up the Transaction Site List page.
From the Transaction Site List page, select the transaction sites.
Click Add All Selected. To remove the transaction sites, you can select the transaction site in the list box then click Remove at the right side.
Click the Workstations link to pop-up the Workstations List page.
From the Workstations List page, select the workstations.
Click Add All Selected. To remove the workstations, you can select the workstation in the list box then click Remove at the right side.
Enter in the Notes box the notes for the report.
Select the Show Withdrawal Reasons? checkbox to display reasons customers withdrew from an activity/program, etc (where applicable).
Select the Show only refunds including ECP payment amounts? checkbox to only display ECP payment amounts on the report.
Choose one of the following options from the Refund Payment Type drop-down list, to only include refunds with that payment type. The options include:
Any: Include all refund transactions regardless of refund payment type
In Cash: Only include refunds that were paid in cash
Credit Card Account: Only include refunds that were credited back to credit card accounts
To Account: Only include refunds that were credited back to customers' accounts
Mail Check: Only include refunds that were paid using mailed checks
Click the Run Report button to generate the report.
Choose the option from the Output Type drop-down list to select the output type or format of the report, as selected from a predefined list. The available output types are Adobe Acrobat Reader, HTML, and Microsoft Excel.