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 Shopify integration set up with some refunded and cancelled orders.
With these prerequisites, you can create a report in Zendesk Explore by using the tags 'shopifyrefunded' and 'shopifycancelled' to filter and analyze your tickets. This setup allows you to track and understand trends in your Shopify orders effectively.
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…
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…
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…
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…
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…