MR075: Refunds Processed

The MR075 report displays refunds processed within the date range, including the client, item refunded, who processed the refund, who was credited with the original sale, and more. 

Tip: Run the MR075 report weekly to analyze refund activity.

See an example of the Refund Date sort option.See an example of the Refund Date sort option.

See an example of the Refunding Employee sort option.See an example of the Refunding Employee sort option.

See an example of the Credited Employee sort option.See an example of the Credited Employee sort option.

Report definitions

Click here for details on each of the fields that appear in the MR075 report.Click here for details on each of the fields that appear in the MR075 report.

  • Client: The name of the client who the refund was processed for.
  • Transaction: The transaction number of the refund as it appears in Transaction Editor.
  • Item: The refunded item.
  • Refund Reason: The reason that was entered in Meevo during the refund process.
  • Refunding Employee: The employee who processed the refund.
  • Credited Employee: The employee who was credited with the sale of the item being refunded. If the item that was refunded is not linked to a prior sale (for example, if it was a manual refund), the credit employee will be listed as House.
  • Date Purchased: The date that the item was originally purchased.
  • QTY: The quantity of the item being refunded.
  • Price Each: The price of each item being refunded.
  • Tax Refunded: Amount of tax refunded as a result of the item being refunded.
  • Total: (Price x QTY) + (QTY x Tax Refunded)

Setting up the MR075 report

  1. Type MR075 in the Convobar, or go to Meevo > Reports > Register/Sales, and then select the MR075 report.
  2. Select a date or date range for running the report:
    1. To run a report for a specific date range, select Custom and specify the Start Date and End Date for the report.
    2. Otherwise, select a predefined date or range (Yesterday, This Week, Last Week, etc.).

Note: If you select a predefined range (a date other than Custom), you can still change the Start Date and End Date. Doing so automatically changes the date range to Custom.

  1. In Sort Report by, select a sorting option:
    1. Refund Date: Sorts by date that the refund occurred.
    2. Refunding Employee: Sorts by the employee who performed the refund.
    3. Credited Employee: Sorts by employee who was credited with the original sale at the register.
  2. Page Break after Sort Option: Creates a new page for each category in the report, sorted by your selection in Sort Report By.
  3. All Drawers: Select All Drawers to run the report for all register drawers. Otherwise, deselect the option and use the list to select the drawers.

Running the report

  1. When you are ready to generate the report, select a Report Format beside the Run Report button.
  2. Here is a rundown of each format type:
    1. PDF: Each time you select Run Report with PDF selected, Meevo opens a separate browser tab that displays the PDF'ed report. Meevo remains on the setup page, so you can quickly jump back over to Meevo to run more date ranges or other reports. Each PDF report you run will open its own browser tab, so you can easily review and compare reports by simply jumping between browser tabs.
    2. HTML: This is our original legacy format, which opens the report within Meevo. All of the functionality within that report is still there and available via the toolbar.
    3. XLSX: Each time you select Run Report, your browser auto-downloads the report in .xlsx format. Select the downloaded file in the browser footer to open the spreadsheet.
  3. Select Run Report to generate the report in your chosen format. Depending on the type of report and criteria you entered, this process may take a few minutes.