# Weekly Braintree revenue and refund report for finance

> Every Monday morning, finance leadership gets a clear recap of last week's Braintree sales, refunds, and disputes by email and Slack.

- Workflow type: agent
- Services: Braintree, Gmail, Slack
- Categories: Finance, Operations
- Published: 2026-07-17

## What it does

- Pulls the last seven days of Braintree activity (settled payments, refunds, and disputes) and compares it to the week before.
- Calculates the numbers finance actually cares about: gross processed volume, net revenue, refund count and rate, and dispute count.
- Highlights your top customers by spend and flags anything unusual, like a jump in the refund rate or a cluster of new disputes.
- Emails a polished written report to your finance distribution list and posts a short headline version to your finance Slack channel.

## What you'll need

- A Braintree account with access to your transactions and disputes
- A Gmail account to send the report from
- A Slack workspace with a finance channel
- The email addresses for your finance distribution list

## Prompt

Every Monday at 7am, generate a weekly Braintree revenue and refund performance report for finance leadership and deliver it by email and Slack. Run this on a cron schedule (Mondays at 7am), reporting on the previous seven days of activity.

Use Braintree Search Transactions to pull the last seven days of activity, including transactions that settled, were refunded, or were disputed. Use Braintree Search Disputes to pull any new disputes opened during the week. To measure the trend, also pull the prior seven-day window (transactions and disputes) so you can compute week-over-week changes.

From that data, compute gross processed volume, net revenue (settled amounts minus refunded amounts), refund count and total refund amount, refund rate, and dispute count. Then compute the week-over-week change for each figure versus the prior seven-day window. Braintree amounts are decimal strings in the transaction currency, so parse them carefully and keep the currency consistent throughout.

Identify the top customers by processed volume for the week, and call out anything unusual: a spike in the refund rate versus the prior week, an outsized single refund, or a cluster of new disputes. If the refund rate jumps meaningfully, name the likely driver where the data makes it clear.

Write a clean, executive-ready narrative report that leads with the headline numbers, explains the week-over-week movement, lists the top customers by volume, and flags anything that needs attention. Format all currency figures clearly (for example, $12,480.00) and state the reporting window explicitly.

Email the full report to the finance distribution list using Gmail Send a Message, with a clear subject line such as 'Braintree weekly revenue & refund report'. Then post a condensed headline version to the finance channel using Slack Send a Message. Keep the Slack version to a few lines covering net revenue, refund rate, and disputes so the team gets the gist at a glance.

## How to customize

- Change the day and time it runs (the default is every Monday at 7am).
- Swap the email recipients or point it at a different Slack channel.
- Adjust what counts as unusual, like the refund-rate threshold that triggers a callout.

## Example output

Email report (excerpt):

Subject: Braintree weekly revenue & refund report (Jul 7 to Jul 13)

Headline: Net revenue landed at $86,420.00 last week, up 6.2% from $81,380.00 the prior week. Gross processed volume was $94,110.00 across 512 settled transactions. Refunds totaled $7,690.00 across 41 transactions, an 8.2% refund rate (up from 6.9%). Three new disputes were opened, down from five.

Watch item: The refund rate rose 1.3 points week over week, driven mainly by Northwind Traders ($1,240.00 refunded across 4 orders). Worth a quick look.

Top customers by volume: Contoso Ltd ($12,480.00), Fabrikam Inc ($9,905.00), Northwind Traders ($8,220.00).

Slack headline posted to #finance:

*Braintree weekly recap (Jul 7 to Jul 13)*
- Net revenue: *$86,420.00* (+6.2% WoW)
- Refund rate: *8.2%* (up from 6.9%)
- New disputes: *3* (down from 5)

## FAQ

### When does the report arrive?

By default it runs every Monday at 7am and covers the previous seven days of activity. You can change the schedule to run on any day or time that suits your finance team.

### What's included in the report?

Gross processed volume, net revenue, refund count and amount, refund rate, dispute count, the week-over-week change versus the prior seven days, and your top customers by volume.

### How is net revenue calculated?

It's your settled payments minus refunds over the reporting window, so you see the money you actually kept rather than just the total that was processed.

### Where does the report get sent?

A full written report is emailed to your finance distribution list, and a short headline version covering net revenue, refund rate, and disputes is posted to your finance Slack channel.

### Do I need to be technical to set this up?

No. Once your Braintree, Gmail, and Slack accounts are connected, it runs on its own every week with no manual work.

Use this prompt in General Input: https://www.generalinput.com/prompts/weekly-braintree-revenue-and-refund-report-for-finance