--- page_source: https://juspay.io/sea/docs/dashboard-sea/docs/payments/refund-analytics page_title: Refund Analytics --- # Refunds Analytics ## Overview The Refunds Analytics module provides comprehensive insights and monitoring capabilities for all refund transactions processed through the Juspay payment platform. It offers real-time and historical analysis of refund performance, success rates, processing times, and detailed breakdowns across various business dimensions. This module is designed for a wide range of users, including: * **Operations Teams** : For monitoring refund processing performance and identifying bottlenecks. * **Finance Teams** : For tracking refund amounts, success rates, and financial impact analysis. * **Customer Support** : To investigate refund issues and provide accurate status updates to customers. ## Accessing the Module 1. **Log in** to the Juspay dashboard. 2. From the main navigation menu on the left, click on **Payments** . 3. Select **Refunds Analytics** from the Payments submenu. 4. The navigation URL for this module is [https://portal.juspay.in/analytics-refunds](https://portal.juspay.in/analytics-refunds). ![Image](https://dth95m2xtyv8v.cloudfront.net/tesseract/assets/dashboard/Screenshot%202025-09-24%20at%201.57.57%E2%80%AFPM-xyAKi.png) *Refund Analytics* ## Dashboard Overview ### Key Performance Metrics The dashboard displays essential refund performance indicators at the top: * **Success Rate** : Percentage of successful refunds out of total refunds created * **Total Volume** : Total number of refunds initiated * **Total Amount** : Total monetary value of successful refunds (with currency support) * **Manual Review Rate** : Percentage of refunds requiring manual intervention * **Pending Rate** : Percentage of refunds currently in pending status * **Mean Turn Around Time** : Average time taken for refund processing * **ARN Availability Rate** : Percentage of successful refunds that have an Acquirer Reference Number ### Time Range Selection 1. Use the **date picker** to select your desired time range for analysis. 2. The system automatically rounds times to 5-minute intervals for consistency. 3. Click **Apply** to refresh all metrics and charts with the new time range. ![Image](https://dth95m2xtyv8v.cloudfront.net/tesseract/assets/dashboard/Screenshot%202025-09-24%20at%202.24.45%E2%80%AFPM-NyMsC.png) *Refund Analytics* ## Filtering and Segmentation ### Fixed Filters (Always Available) #### Date Filter * **Purpose** : Select time range for analysis * **Options** : Predefined ranges (Today, Last 7 days, Last 30 days, etc.) or custom date selection * **Time Rounding** : Automatic rounding to 5-minute intervals for performance ![Image](https://dth95m2xtyv8v.cloudfront.net/tesseract/assets/dashboard/Screenshot%202025-09-24%20at%202.27.12%E2%80%AFPM-oQgTy.png) *Filters - Refund Analytics* #### Sync Filter * **Purpose** : Manual data synchronization * **Usage** : Click to refresh all dashboard data manually * **Use Case** : When you need the most current data but don't want automatic refreshing ### Dynamic Segments Dynamic segments provide powerful filtering capabilities for refund data: #### Segment Characteristics * **API-Driven** : Segments are fetched from analytics endpoints based on data availability * **Searchable** : Use search functionality to quickly find specific segments * **Multi-Selection** : Select multiple segments simultaneously #### Available Filter Dimensions * **merchant_id** : Unique identifier for the merchant account * **gateway** : Payment gateway used for processing the refund * **payment_method_type** : High-level payment method category (CARD, UPI, NETBANKING, WALLET) * **payment_method_subtype** : Detailed payment method specification (CREDIT_CARD, DEBIT_ CARD, UPI_COLLECT) * **bank** : Issuing bank or financial institution * **card_brand** : Card network brand (VISA, MASTERCARD, RUPAY, AMEX) * **order_type** : Type of the original order (purchase, subscription, etc.) * **refund_message** : Payment gateway error or status message * **initiated_by** : Entity that initiated the refund (MERCHANT, CUSTOMER, SYSTEM, ADMIN) * **refund_status** : Current status of the refund (SUCCESS, PENDING, FAILED, MANUAL_REVIEW) * **refund_type** : Type of refund processing (FULL, PARTIAL, INSTANT) * **sent_to_gateway** : Whether the refund request was sent to the payment gateway (True/False) * **refund_latency_enum** : Categorized refund processing time (FAST, MEDIUM, SLOW) * **refund_mode** : Mode of refund processing (AUTOMATIC, MANUAL, BATCH) * **run_day_ist** : Day of refund processing in IST timezone (YYYY-MM-DD) * **run_month_ist** : Month of refund processing in IST timezone (YYYY-MM) * **run_week_ist** : Week of refund processing in IST timezone (YYYY-WW) * **currency** : Transaction currency (INR, USD, EUR, GBP) * **is_split_refund** : Whether the refund is part of a split refund (True/False) #### Applying Segments 1. Click on the **"Add Segments"** button to open the segment selection panel. 2. **Search** for specific segments using the search input placeholder "Search Segments". 3. **Select segments** by clicking on them. 4. **Remove segments** by clicking the remove button on selected segments. 5. Segments are automatically applied and update the dashboard data. ![Image](https://dth95m2xtyv8v.cloudfront.net/tesseract/assets/dashboard/Screenshot%202025-09-24%20at%203.06.27%E2%80%AFPM-z8I2R.png) *Adding Segments - Refund Analytics* ## Chart Analytics ### Creating and Viewing Charts #### Chart Types Available * **Time Series Charts** : Interactive line charts showing trends over time * **Multiple Metrics** : Select multiple metrics for comparison ![Image](https://dth95m2xtyv8v.cloudfront.net/tesseract/assets/dashboard/Screenshot%202025-09-24%20at%203.27.15%E2%80%AFPM-1MEJI.png) *Charts - Refund Analytics* #### Chart Interactions 1. **Hover** over data points to see detailed information and tooltips. 2. **Zoom and Pan** : Use mouse or touch gestures to zoom into specific time periods. 3. **Legend Toggle** : Click legend items to show/hide specific data series. ### Chart Customization #### Chart Features * **Advanced Interactions** : Full zoom, pan, and selection capabilities * **Detailed Tooltips** : Comprehensive tooltip information * **Export Options** : Chart export functionality ## Analytics Table ### Summary Tables The analytics table provides comprehensive breakdowns of refund metrics across different segments: #### Table Features * **Sortable Columns** : Click column headers to sort data * **Pagination** : Navigate through large datasets efficiently * **Column Customization** : Choose which columns to display * **Export Functionality** : Download table data in various formats * **Advanced Sorting** : Multi-column sorting capabilities * **Column Selection** : Choose specific columns to display * **Root Filtering** : Advanced filtering within table data ![Image](https://dth95m2xtyv8v.cloudfront.net/tesseract/assets/dashboard/Screenshot%202025-09-24%20at%203.29.29%E2%80%AFPM-YKIOi.png) *Table - Refund Analytics* ### Table Actions and Interactions #### Volume Analysis 1. **Click volume numbers** to open detailed volume breakdown modals. 2. **Analyze patterns** using the detailed breakdown data. ![Image](https://dth95m2xtyv8v.cloudfront.net/tesseract/assets/dashboard/Screenshot%202025-09-24%20at%203.32.01%E2%80%AFPM-2aSRr.png) *Volume Analysis - Refund Analytics* #### Performance Metrics * **Success Rates** : View success rates with trend indicators * **Processing Times** : Monitor latency across different percentiles * **Error Analysis** : Detailed error distribution and patterns ### Table Customization #### Column Management 1. Click the **"Choose Columns"** button. 2. **Select/deselect** columns to customize your view. ![Image](https://dth95m2xtyv8v.cloudfront.net/tesseract/assets/dashboard/Screenshot%202025-09-24%20at%203.30.52%E2%80%AFPM-2sbjP.png) *Table - Refund Analytics* ## Sync and Refresh ### Manual Refresh #### Sync Button * **Purpose** : Manually refresh all dashboard data * **Usage** : Click the "Sync" button to get the most current data * **When to Use** : When you need immediate data updates or suspect data staleness * **Visual Feedback** : Loading indicators show refresh progress ## Data Export ### Downloading Refund Data 1. Set your desired **time range** and **filters** . 2. Click the **Download** **Raw Data** button. 3. Select which **data fields** to include in your export. 4. Choose **CSV/xlsx format** for the download. 5. Download the file when processing is complete. ### Available Export Fields The export includes comprehensive refund data such as: * **Order Information** : Order ID, customer ID, order amount, order date, order status, order type * **Transaction Details** : Juspay transaction ID, transaction UUID, payment status, payment gateway, payment method type * **Refund Information** : Refund amount, refund date, refund status, refund type, refund unique ID, refund reference ID * **Gateway Processing** : External payment gateway transaction ID, Acquirer Reference Number (ARN), Retrieval Reference Number (RRN), gateway response message, gateway response code * **Processing Metadata** : Initiated by, gateway submission status, status update timestamp, amount refunded, internal reference ID * **Payment Details** : Bank, card BIN, card brand, currency, split refund indicator * **Custom Fields** : User-defined fields (UDF1-UDF10) for custom business data ![Image](https://dth95m2xtyv8v.cloudfront.net/tesseract/assets/dashboard/Screenshot%202025-09-24%20at%203.06.27%E2%80%AFPM-i0W0l.png) *Download Raw Data - Refund Analytics* ## Use Cases ### Daily Refund Health Check 1. Set time range to **last 24 hours** 2. Monitor **Success Rate** (target >95%) and check for unusual drops 3. Review **Manual Review Rate** and **Pending Rate** for operational bottlenecks 4. Check **5+ Days Pending** count for stuck refunds requiring attention 5. Export data if issues are identified ### Gateway Performance Comparison 1. Apply **Gateway** filter to select multiple gateways for comparison 2. Compare **Success Rate** and **ARN Availability Rate** across gateways 3. Analyze **Mean Turn Around Time** to identify fastest processing gateways 4. Use **charts** to visualize performance trends 5. Export gateway performance data for review ### Monthly Financial Impact Assessment 1. Set time range to **previous month** 2. Monitor **Total Amount** refunded across different currencies 3. Filter by **Order Type** to analyze refund patterns by business line 4. Compare **success rates** across different payment methods and regions 5. Export financial data for reconciliation ## Troubleshooting **Data Loading Errors:** If refund data fails to load, the system displays "Failed to fetch data. Please check inputs and try again" or "Unable to fetch data at the moment." Check your network connection and refresh the page. **Server Errors:** If you encounter "Server Error. Please try again after some time!" messages, this indicates temporary server issues. Wait a few minutes and retry your request. ## Permissions and Roles Access to the Refunds Analytics module is controlled by the following permissions: * **Refund Analytics Module Access** : Required for accessing the refunds analytics dashboard (ACL: `refund_analytics`) * **Analytics Read Permission** : Needed to view metrics and charts (ACL: `refund_analytics`) * **Analytics Export Permission** : Required for downloading refund data (ACL: `refund_analytics`) ### Feature Flag Requirements The following feature flags must be enabled for full functionality: * **showRefundEls** : Enhanced refunds analytics features (when using new API implementation) * **filterOperatorDropdownModules** : Advanced filter operators (must include "TxnRefund" module)