ConnectBooks has added a new reporting option called Returns by Order Date. This feature helps sellers get a clearer picture of their real return rate and performance of sales period by showing returns based on when the original order was placed — not when the return was processed.
1. What It Does
When enabled, Returns by Order Date:
Shows returned orders on the order date
Does not show the return on the return date
Helps sellers better understand how many sales from a given period were ultimately returned
It gives sellers a different lens for understanding return behavior and the true impact of returns per sales cycle.
2. Why It’s Useful
Using this view, sellers can:
Get a realistic return rate for high-sales events (e.g., Black Friday)
See the net effect of returns during the same period the sales happened
Better compare sales and returns within the same reporting window
For example, if 100 orders were placed in November and 20 were returned in December, you’ll now see those 20 returns in November — tied to when the sale happened.
3. Where to Use It
You can enable this option when running a:
Standard P&L Report
Comparison Report
…but only when the report is set to Order Date.
This option does not appear with Ship Date or Posted Date.
4. How to Enable It
To enable Returns by Order Date, follow these steps:
Go to Reports in ConnectBooks
Choose a P&L Report or Comparison Report
Set the report to run by Order Date
Click on Customize and look for the checkbox:
✅ Returns by Order DateCheck the box and run the report
Your return data will now be shown on the original order date, helping you see the true impact of returns for each sales period.
Summary
Returns by Order Date is a powerful reporting tool for analyzing return trends by sales period. It’s not a more accurate method — just a more insightful one for sellers who want to match returns with their related orders and understand the true return rate for each timeframe.