How can I filter my Shopify orders based on the refund date?
Since it's possible for a Shopify order to have multiple refund transactions, this gets a bit more complicated as we'll need to parse a list of transactions and pull out the most recent refund transaction.
To make this easier, what we did with EZ Exporter is we provided a pre-set field that already applied this logic called Last Refund Date which we can then filter by just like a standard date/time field.
In the Filters section, you'd want to first set these primary filters:
- Payment status: Partially Refunded or Refunded
- Created: Any
Then in the Custom Filters, you can add a filter like this to filter the data further based on the last refund date:
- Last Refund Date is greater than or equal to 2021-06-15
Here's a screenshot of what this looks like in the app:
If you need to filter relative to the current date, you can use the {{ current_date }} variable. For example, to only include orders refunded the previous day, you would configure the Custom Filters like this:
Data must match: all conditions
- Last Refund Date is greater than or equal to {{ current_date }} - 1
- Last Refund Date is less than {{ current_date }}
The part where it says " - 1" subtracts 1 day from the current date. Note that spaces matter here, so make sure there's a single space in between the characters when subtracting days.
Related Articles:
App: EZ Exporter
Tags: refunds, advanced features
