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Reporting on Refunds with Shopify Integration - Frequently asked questions

Discover answers to common questions about reporting on refunds and cancellations using the Shopify integration in Zendesk Explore. Learn how to optimize your reporting process.

Frequently asked questions

How can I report on Shopify refunds and cancellations in Zendesk?

You can report on Shopify refunds and cancellations in Zendesk by using the tags added by the Shopify integration. When an order is refunded or cancelled, the integration adds specific tags to a ticket: 'shopify_refunded' for refunded orders and…

What tags does the Shopify integration add for refunds and cancellations?

The Shopify integration adds specific tags to tickets for refunds and cancellations. For refunded orders, the tag 'shopifyrefunded' is added, and for cancelled orders, the tag 'shopifycancelled' is used. These tags are crucial for creating…

What do I need to create a report on Shopify refunds and cancellations?

To create a report on Shopify refunds and cancellations, you'll need a few things. First, ensure you have Zendesk Explore Professional or Enterprise, as well as Editor or Admin permissions. You'll also need ticket data in Zendesk Support and the…

How do I create a calculated metric for Shopify refunds and cancellations?

Creating a calculated metric for Shopify refunds and cancellations involves using Zendesk Explore. Start by opening a new report and selecting the Support - Tickets dataset. Then, in the calculations menu, choose to create a standard calculated…

How can I create a calculated attribute for Shopify refunds and cancellations?

To create a calculated attribute for Shopify refunds and cancellations, use Zendesk Explore's report builder. After setting up your report, go to the calculations menu and select 'Standard calculated attribute'. Name the attribute 'Refunded and…

How can I exclude non-refund or cancellation tickets from my report?

To exclude non-refund or cancellation tickets from your report, use the calculated attribute you created in Zendesk Explore. After adding the 'Refunded and cancelled Shopify tickets' attribute to your report, click on it and navigate to the…

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