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Tebra Help Center

Refunds Reports

Updated: 05/21/2025|Views: 1957

Refunds reports can be used to view information about refunds issued.

Navigate to Refunds Reports

  • Click Reports > Refunds. The Refunds reports drop-down menu displays.
Desktop_Reports_Refunds.png

Refunds Reports and Descriptions

Below are the available refunds reports and brief descriptions.

Report Name Description
Refunds Summary Defaults to Month To Date. Pulls data by the Issue Date of the Refund record and provides a summary of all refunds. The sum of the refund amounts includes refunds grouped by Type (refund method).
Refunds Detail Defaults to Month To Date. Pulls data by the Issue Date of the Refund record and provides a detailed list of refunds. The list includes details (e.g., Recipient Type, Name, ID) grouped by Type (refund method).
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