Exporting Refunds
Export your refunds — the money reversed on orders — to a CSV or Excel file, across one store or all your connected stores at once. It's the fastest way to get a refund ledger out of Shopify for reconciliation or your accountant: which order, how much, in what currency, through which gateway, and when.
For the wizard itself — picking columns, formats, destinations, and schedules — see the exporting overview.
What you can export
In Simple mode you pick from a curated list of the fields merchants export most. The default set covers a clean refund ledger; these are the most useful fields:
| Field | What it is |
|---|---|
Order | The order name this refund belongs to (e.g. #1001). |
Amount | Total refunded amount (shop money). |
Currency | Currency of the refunded amount. |
Restock | Whether the refund restocked the line items. |
Line Items | Count of refund line items on this refund. |
Total Qty | Sum of refunded line-item quantities. |
Gateway | Payment gateway of the first refund transaction. |
Staff User ID | The staff user who performed the refund. |
Note | An optional note attached to the refund. |
Processed At | When the refund was processed with the gateway. |
Created At | When the refund was created. |
Store | The store the refund belongs to. |
The export can also pull fields from the parent Order (email, financial and fulfillment status, total, currency, created date), and Custom digest columns that summarize the line items and transactions on a single row. Switch to Template (Advanced) mode for the full column tree.
One row per line item
Each refund can cover several line items. As soon as you include any line-item column (title, SKU, name, variant, quantity, restock type, subtotal, tax, product/variant IDs), the export expands to one row per refunded line item, with the refund-level fields (order, amount, gateway, dates) repeated on each row. Without line-item columns it's one row per refund — use the Line Items count or Line Items Summary custom column for a single-row view.
Filtering what you export
You can narrow a refunds export to a common slice:
- Store — one store, several, or all of them.
- Order — a specific order name.
- Gateway — a specific payment gateway.
- Currency — a specific currency code.
- Restock — refunds that did or didn't restock.
- Note — text in the refund note.
- Created At / Updated At / Processed At — a date range.
The filter you set on an export in the wizard is part of that export and is independent of whatever filter you last used on the dashboard.
Exporting from the dashboard vs the wizard
From the Refunds dashboard, the Export button (the Export Builder) is the quick path — it exports exactly what you're looking at, scoped to Current page, Filtered, Selected, or All refunds across your stores. Use the Export Wizard (Exports → New export) when you want to combine refunds with other entities in one run, or save the export on a schedule.
Scheduling
Any refunds export can run on a recurring daily, weekly, or monthly schedule instead of once — useful for a standing refund ledger. See scheduled exports.
Tutorial: export a monthly refund ledger for accounting
- Go to Exports → New export (
/exports/new). - In Step 1, tick Refunds and click Next.
- In Step 2, keep the default Simple columns (Order, Amount, Currency, Gateway, Processed At are included). Add a Processed At filter for last month's date range.
- In Step 3, choose Excel and set the destination to Email.
- In Step 4, name it "Monthly refunds", choose Save as scheduled bundle, set the frequency to Monthly, and save.
- Open Exports → Schedules and use Run now to test it immediately.
Permissions
- View Exports (
viewExports) — build and run refund exports. - Download Exports (
downloadExports) — download the finished file.
Account owners have both. Grant them to team members from their permissions.
FAQ
Can I export refunds to Excel? Yes — choose CSV or Excel (.xlsx) in Step 3.
A combined multi-entity workbook is always Excel.
Does the export include the refunded amount and currency? Yes — Amount and Currency are default Simple columns, along with the gateway and processed date.
Why does one refund span several rows? When you include line-item columns, the export expands to one row per refunded line item, repeating the refund fields on each row. Without them it's one row per refund.
Can I see which line items were restocked? Yes — add the line-item columns; each carries a Restock Type, and the refund itself has a Restock flag.
Can I export refunds from all my stores at once? Yes — an export spans every connected store by default; add a store filter to narrow it.
Can I schedule the export? Yes — save it as a daily, weekly, or monthly schedule and each run rebuilds from live data.