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Reporting on Refunds on invoices for a particular product

Hi there,

 

How can I create a report in Zuora to report on Refunds on invoices that are for a particular product?

 

The Refund Invoice Payment data source doesn't join to Invoice Item, so I how can I filter?

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Re: Reporting on Refunds on invoices for a particular product

As payments and refunds are not inherently parceled out on a subscription or product basis, I am not aware of any way to directly link refund $s to individual products. That being said, I utilize a workaround based on the "Invoice: Refund Amount" field which is available in the Invoice Item datasource. By filtering for "Invoice: Refund Amount > 0", you will be able to get a rough count of refunds per product.

 

Unfortunately, this is not accurate in cases where a partial refund is issued on an invoice. Hopefully someone else can think up a better solution!