RM

Reporting & Analytics

Use reports and dashboards to gain insights into return patterns, costs, and opportunities for improvement.

7 min read
Last updated 31 December 2024

ReturnMate provides comprehensive reporting and analytics to help you understand return patterns, control costs, and improve customer experience. This guide covers available reports and how to use them effectively.

Dashboard Overview

The main dashboard provides at-a-glance metrics:

Key Performance Indicators

MetricDescription
Return RateReturns / Orders percentage
Average Resolution TimeDays from request to completion
Refund TotalTotal refunds this period
Return Shipping CostTotal shipping spend
Customer SatisfactionFeedback scores

Time Period Comparison

View metrics for:

  • Today vs Yesterday
  • This Week vs Last Week
  • This Month vs Last Month
  • Custom date ranges
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Analytics Dashboard
(Screenshot placeholder)
Main analytics dashboard with KPIs

Available Reports

Returns Overview Report

Path: Reports → Returns Overview

Summary of all return activity:

MetricDetail
Total RMAsCount by status
Volume TrendDaily/weekly/monthly chart
Resolution RateCompleted vs pending
Average Processing TimeBy stage

Return Reasons Report

Path: Reports → Return Reasons

Breakdown by why customers return:

Return Reasons (Last 30 Days)

1. Wrong size/fit       35%  ████████████
2. Changed my mind      22%  ███████
3. Defective/damaged    18%  ██████
4. Not as described     12%  ████
5. Arrived too late      8%  ███
6. Other                 5%  ██

Insights Available:

  • Trend over time
  • By product category
  • By customer segment
  • Comparison to benchmark

Product Returns Report

Path: Reports → Products

Which products are returned most:

ProductReturnsReturn RateTop Reason
Blue Widget4512.5%Wrong size
Red Gadget388.2%Defective
Green Thing2215.1%Not as described

Actions:

  • Identify quality issues
  • Improve product descriptions
  • Adjust sizing guidance
  • Review supplier quality

Financial Report

Path: Reports → Financial

Money impact of returns:

MetricAmount
Gross Refunds$12,500
Restocking Fees Collected$450
Return Shipping Costs$890
Net Return Cost$12,940
Store Credits Issued$2,100
Exchange Value$3,400

Carrier Performance Report

Path: Reports → Carriers

Shipping and carrier metrics:

CarrierShipmentsAvg TransitDelivery RateCost
Australia Post1563.2 days98.5%$1,240
StarTrack892.1 days99.2%$980
TNT341.8 days97.6%$520

Customer Returns Report

Path: Reports → Customers

Customer return behaviour:

SegmentCustomersReturnsAvg ValueReturn Rate
First-time buyers23428$4512%
Repeat customers15645$788%
VIP customers4512$1205%
High-risk2334$8928%

Processing Time Report

Path: Reports → Processing

How long each stage takes:

Average Time by Stage

Request → Label Sent:     0.5 days  ██
Label Sent → Received:    4.2 days  █████████████
Received → Inspected:     1.1 days  ███
Inspected → Resolved:     0.8 days  ██

Total Average:            6.6 days

Warranty Claims Report

Path: Reports → Warranty

Warranty-specific metrics:

MetricValue
Claims Submitted45
Claims Approved38 (84%)
Claims Rejected7 (16%)
Avg Claim Value$156
Repair Rate62%
Replace Rate38%

Creating Custom Reports

Report Builder

Build custom reports at Reports → Custom → New Report

  1. Select Data Source

    • RMAs
    • Shipments
    • Customers
    • Products
  2. Choose Metrics

    • Count, Sum, Average
    • Percentage, Rate
    • Trend, Comparison
  3. Add Dimensions

    • Time (day, week, month)
    • Category, Product, Reason
    • Customer segment, Location
  4. Apply Filters

    • Date range
    • Status, Reason
    • Store, Warehouse
  5. Set Visualisation

    • Table, Bar chart, Line chart
    • Pie chart, Funnel
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Custom Report Builder
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Building a custom report

Saving Reports

Save frequently-used reports:

  1. Configure report
  2. Click Save Report
  3. Name and describe
  4. Choose sharing (private/team)

Saved reports appear in Reports → My Reports

Scheduled Reports

Automate report delivery:

Setting Up Schedules

  1. Open a saved report
  2. Click Schedule
  3. Configure:
    • Frequency (daily, weekly, monthly)
    • Day/time
    • Recipients
    • Format (PDF, CSV, Excel)

Schedule Examples

Weekly Returns Summary
  Frequency: Weekly (Monday 8am)
  Recipients: management@company.com
  Format: PDF

Daily Pending Returns
  Frequency: Daily (7am)
  Recipients: support-team@company.com
  Format: CSV

Monthly Financial
  Frequency: Monthly (1st, 9am)
  Recipients: finance@company.com
  Format: Excel

Exporting Data

Quick Export

From any report:

  1. Click Export
  2. Select format (CSV, Excel, PDF)
  3. Download or email

Bulk Export

Export all data for external analysis:

  1. Go to Reports → Export
  2. Select data type (RMAs, Customers, etc.)
  3. Set date range
  4. Choose format
  5. Download or schedule delivery

API Access

For automated data access, use the Reports API:

GET /v1/reports/returns?start_date=2024-12-01&end_date=2024-12-31

See API Reference for details.

Understanding Metrics

Return Rate

Return Rate = (Returns / Orders) × 100

Example: 150 returns / 2000 orders = 7.5%

Benchmarks:

  • Apparel: 15-30%
  • Electronics: 8-15%
  • Home goods: 5-10%
  • General retail: 8-12%

Resolution Time

Resolution Time = Completion Date - Request Date

Average = Sum of all resolution times / Total completed returns

Good targets:

  • Simple refunds: 5-7 days
  • Exchanges: 7-10 days
  • Warranty claims: 10-14 days

Net Promoter Score (NPS)

From customer feedback:

NPS = % Promoters (9-10) - % Detractors (0-6)

Example: 60% promoters - 15% detractors = 45 NPS

Cost Per Return

Cost Per Return = Total Return Costs / Number of Returns

Costs include:
- Shipping (inbound + outbound for exchanges)
- Processing labour
- Restocking/inspection
- Refund transaction fees

Analytics Best Practices

Weekly Review

  • Check return volume vs previous week
  • Review any spikes in specific reasons
  • Monitor processing time SLAs
  • Check carrier performance

Monthly Review

  • Analyse return reason trends
  • Review high-return products
  • Calculate cost per return
  • Assess customer satisfaction scores
  • Compare to previous month/year

Quarterly Review

  • Deep dive into product quality issues
  • Review return policies effectiveness
  • Analyse customer segments
  • Calculate return rate by category
  • Plan improvements based on data

Using Insights

Reduce Returns

Based on analytics, take action:

InsightAction
High "wrong size" returnsImprove size guides
Product quality issuesWork with suppliers
"Not as described"Update photos/descriptions
Late delivery returnsReview carrier choices

Improve Efficiency

InsightAction
Slow label generationStreamline approval
Long transit timesAdd carrier options
Inspection bottleneckAdd staff/automation
High shipping costsNegotiate rates

Enhance Customer Experience

InsightAction
Low satisfaction scoresSurvey for feedback
Repeat returnersProactive outreach
Slow resolutionSet SLA targets
Complex process feedbackSimplify portal
Data-Driven Decisions

Use analytics to identify your biggest opportunities. A 1% reduction in return rate or $1 reduction in cost per return can significantly impact profitability at scale.

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