Report: Refunds

The Refunds report tracks the total value of successful refunds -  transactions where cash has been returned to a customer - over time.

For SaaS businesses, refund volume is a key signal of product dissatisfaction, billing disputes, or misaligned customer expectations. Keeping a close eye on this report helps teams spot problematic trends early, protect revenue, and understand where the customer experience may need improvement.

Report Notes

• Transaction fees are not deducted from the transaction amount.

Calculation

ChartMogul calculates Refunds as the total transaction amount from successful transactions where cash has been returned to the customer and applied to an invoice.

Report Data

The Report Data table for Refunds works differently than other reports. It provides the following breakdown:

• Refunds — The total transaction amount of all refunds in the report interval.
• Change — The increase or decrease in Refunds from the previous report interval, shown as a percentage.

Select a Refunds cell to see a list of customers with the amount they were refunded in the report interval.

Download all paid invoices for the reporting period by clicking Detailed Export (CSV) above Report Data. Learn more.

Next Steps

• Monitor failed transactions as part of your churn prevention and accounts receivable efforts.
• Use segmentation to view successful payments for specific groups of customers.