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Flow template · Export data

Email the day’s refunded items from Lightspeed Retail (X-Series)

Receive a daily report of the day’s returned items at 8pm, with staff, outlet, receipt details and available item values. No email is sent when there are no matches.

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01The result

What this template is ready to do.

Template outcomeFlow starting point

Email managers the day’s refunded items from Lightspeed Retail (X-Series), with no minimum refund value. This ready-to-use template checks closed sales at 20:00 in the user’s timezone and selects only items explicitly marked as returns. New purchases on the same sale are excluded.

The date filters cover the start and end of the current calendar day. The report contains sales available when it runs; items entered after 20:00 are outside that evening’s report. Choose a later send time if your working day ends later.

The 16-column CSV includes sale date and time, sale and receipt references, original sale reference where available, staff, outlet, register, product, SKU, quantity, item totals excluding and including tax, line tax, return reason, item notes and net sale total.

The email includes a table of up to 100 matching items and the CSV contains the full report. No email is sent when there are no matching items. Add your managers’ email addresses and customise the subject and message before using the flow.

Return reasons may be blank when not recorded. Return-marked adjustment lines can have positive values; values retain the source signs. Manually entered negative items without the return flag are excluded. Net sale totals repeat on each item row and must not be summed across item rows.

Uses
Lsx Line Items
Definition
4 dashboard stages
Run control
Manual or scheduled
What setup involves

Defaults: daily at 20:00, From/To set to the day’s local boundaries, closed sales only, item Is Return set to Yes, and no value threshold. The template timezone is blank so a customer copy can use the user’s timezone. The only configured trigger is the schedule.

You can narrow the report by outlet or staff and choose additional filters where supported by your connection. This is an end-of-day report, not an instant notification. Test the selected reporting period and recipients before enabling your copy.

How this template runs

The dashboard definition, from trigger to finished export.

Every stage below comes directly from this template in the Slynk dashboard.

  1. 01
    trigger

    Run daily at 8pm

    Run at 20:00 in the user’s timezone. Change this to your end-of-day time.

  2. 02
    fetch

    Read the day’s sale items

    Fetch sales using the From and To date filters and read their individual items.

  3. 03
    filter

    Select returned items from closed sales

    Include only items marked as returns. No value threshold applies, and new purchases on the same sale are excluded.

  4. 04
    action

    Email the refund report

    Email the matching items and CSV to your configured recipients. Skip the email when no items match.

A good fit when

A recurring data delivery needs to be reliable.

  • You need lsx line items outside the POS regularly.
  • The recipient needs selected, renamed or joined fields rather than a basic export.
  • The result should run manually or arrive on a dependable schedule.
Product
Flow
What it does
Export data
POS platform
Lightspeed Series X
Uses
Lsx Line Items
Starting point
Ready to adapt
Customisation catalogue

Start here. Make it fit the business.

This is the list of triggers, filters and export columns available for this exact template. Learn how customisation works.

2 available

Choose what starts the workflow

Triggers are the events that start this template. Use a dependable schedule or keep control with a manual run.

01

Scheduler

Run automatically at a specific time or interval: monthly, weekly, daily or hourly.

Trigger
02

Manual run

Start the template from the dashboard for testing or whenever it is needed on demand.

Trigger
Ways to use this template

Use the same starting point for these dashboard-published outcomes.

  • 01

    Review the day’s refunded items

  • 02

    Check returns by staff and outlet

  • 03

    Investigate recorded return reasons and item notes

Common questions

Know what happens before the first run.

Yes. Choose the information, filters, locations and timing that match your business rather than accepting a fixed setup.
Yes. Run it on demand or choose a schedule and delivery destination for a dependable recurring output.
Yes. The Slynk team can confirm the scope, help configure the first run and check the result with you.
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Make this delivery automatic.

Choose a Flow plan to start from this template, then tailor the fields, schedule and delivery.

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