Custom Fields in RevenueStory 

Chargebee allows you to create custom fields for different objects (such as Customers, Subscriptions, and Items) and track additional information about them. You can create custom fields on your Chargebee site as required and use them to store custom data about these objects.

Once created, these fields can be used for richer analytics via RevenueStory in the following ways. 

<tr style="background-color:LightGray;">
  <th>
    Functionality
    <br />
  </th>
  <th>
    Description
    <br />
  </th>
  <th>
    Field Availability
    <br />
  </th>
</tr>

<tr>
  <td>Report Builder</td>
  <td>
    In <span mid="link_static"><a href="revenuestory-reportbuilder.html" target="_blank">Report Builder</a>&nbsp;<span class="fa fa-external-link text-muted"></span></span>, you
    can add any of your custom fields to create Detailed, Visual, or Summary
    Reports.
    <br />
    <br />
    <img
      src="./assets/screenshots/images/rs/cs1.png"
      alt="Image"
      width="200"
      height="80"
    />
    <br />
    <br />
  </td>
  <td>Available as created in Chargebee</td>
</tr>
<tr>
  <td>Reports Explorer(Filters)</td>
  <td>
    In <span mid="link_static"><a href="reports-explorer.html" target="_blank">Reports Explorer</a>&nbsp;<span class="fa fa-external-link text-muted"></span></span>, use the custom
    fields to filter default reports.
    <br />
    <br />
    <img
      src="./assets/screenshots/images/rs/cs2.png"
      alt="Image"
      width="200"
      height="80"
    />
    <br />
    <br />
  </td>
  <td>Available as created in Chargebee</td>
</tr>
<tr>
  <td>Reports Explorer(Variant reports)</td>
  <td class="pm-table-cell-content-wrap" data-colwidth="541">
    <p>
      <span class="fabric-text-color-mark" data-text-custom-color="#36b37e">
        RevenueStory has certain pre-defined fields derived from everyday
        use cases designed to help you
        <span
          class="fabric-editor-annotation"
          data-mark-type="annotation"
          data-mark-annotation-type="inlineComment"
          data-id="88445146-2074-4070-af55-ec5355c19a14"
        >
          access
        </span>
        more reports based on the custom fields you create in Chargebee.
      </span>
    </p>
    <p>
      For example,
      <strong>
        <span
          class="fabric-editor-annotation"
          data-mark-type="annotation"
          data-mark-annotation-type="inlineComment"
          data-id="f77d9efe-7c09-4176-8942-22a811d63229"
        >
          Customer Type
        </span>
      </strong>
      is a category or segmentation that you may want to explore further. As
      this field is not available out-of-the-box (OOTB) in Chargebee, you
      <span
        class="fabric-editor-annotation"
        data-mark-type="annotation"
        data-mark-annotation-type="inlineComment"
        data-id="f77d9efe-7c09-4176-8942-22a811d63229"
      >
        might
      </span>
      store this information as a custom field in Chargebee under a
      different name, such as Customer Segment. When you map the custom
      field (
      <strong>
        <span
          class="fabric-editor-annotation"
          data-mark-type="annotation"
          data-mark-annotation-type="inlineComment"
          data-id="f77d9efe-7c09-4176-8942-22a811d63229"
        >
          Customer Segment
        </span>
      </strong>
      ) to the pre-defined field (
      <strong>
        <span
          class="fabric-editor-annotation"
          data-mark-type="annotation"
          data-mark-annotation-type="inlineComment"
          data-id="f77d9efe-7c09-4176-8942-22a811d63229"
        >
          Customer Type
        </span>
      </strong>
      ) in RevenueStory, you can view the MRR grouped by the
      <strong>
        <span
          class="fabric-editor-annotation"
          data-mark-type="annotation"
          data-mark-annotation-type="inlineComment"
          data-id="f77d9efe-7c09-4176-8942-22a811d63229"
        >
          Customer Segment
        </span>
      </strong>
      in the report titled
      <strong>
        <span
          class="fabric-editor-annotation"
          data-mark-type="annotation"
          data-mark-annotation-type="inlineComment"
          data-id="f77d9efe-7c09-4176-8942-22a811d63229"
        >
          Total MRR by Customer Type
        </span>
      </strong>
      .
    </p>
    <p>The following variant reports are available in RevenueStory:</p>
    <ul class="ak-ul">
      <li>
        <p>
          <span
            class="fabric-editor-annotation"
            data-mark-type="annotation"
            data-mark-annotation-type="inlineComment"
            data-id="e2a192f6-d96c-44da-bfb0-6e1a289c6b72"
          >
            Business Type
          </span>
        </p>
      </li>
      <li>
        <p>
          <span
            class="fabric-editor-annotation"
            data-mark-type="annotation"
            data-mark-annotation-type="inlineComment"
            data-id="e2a192f6-d96c-44da-bfb0-6e1a289c6b72"
          >
            Customer Type
          </span>
        </p>
      </li>
      <li>
        <p>
          <span
            class="fabric-editor-annotation"
            data-mark-type="annotation"
            data-mark-annotation-type="inlineComment"
            data-id="e2a192f6-d96c-44da-bfb0-6e1a289c6b72"
          >
            Plan Group
          </span>
        </p>
      </li>
      <li>
        <p>
          <span
            class="fabric-editor-annotation"
            data-mark-type="annotation"
            data-mark-annotation-type="inlineComment"
            data-id="e2a192f6-d96c-44da-bfb0-6e1a289c6b72"
          >
            Acquisition Channel
          </span>
        </p>
      </li>
      <li>
        <p>
          <span
            class="fabric-editor-annotation"
            data-mark-type="annotation"
            data-mark-annotation-type="inlineComment"
            data-id="e2a192f6-d96c-44da-bfb0-6e1a289c6b72"
          >
            Sales Agent
          </span>
        </p>
      </li>
    </ul>
    <p>
      To use any of these reports, you can perform a one-time mapping of
      Chargebee Custom Fields to any of the Variants
      <strong>

        (Business Type, Customer Type, Plan Group, Acquisition Channel,
      </strong>
      or<strong> Sales Agent</strong>).
      <span
        class="fabric-editor-annotation"
        data-mark-type="annotation"
        data-mark-annotation-type="inlineComment"
        data-id="5696421a-b82d-475e-9cca-7934f8e3adb5"
      >
        To enable this mapping
      </span>
      , contact
      <a href="https://support.chargebee.com/support/home">support</a>.
    </p>
    <br />
    <br />
    <img
      src="./assets/screenshots/images/rs/cs3.png"
      alt="Image"
      width="200"
      height="80"
    />
    <br />
    <br />
    <div
      data-node-type="mediaSingle"
      data-layout="center"
      data-width="410"
      data-width-type="pixel"
    >
      <div data-mark-type="border" data-color="#091e4224" data-size="2">
        <div
          title="Attachment"
          data-id="daa776d2-4e48-4ac1-8b71-3e485f0ce392"
          data-node-type="media"
          data-type="file"
          data-collection="contentId-3473047678"
          data-width="1600"
          data-height="1025"
          data-alt=""
          data-context-id="3473047678"
          data-file-mime-type="image/png"
          data-file-name="AD_4nXcik35Lzh6dPsPAYbjOQTeibggoz-lW38h99i7O61AqfqlhAbvL8mCaEDBXjKovfQaTlM0N34HtJXvWiHFK2W5bJ8ZIsjDNZc2-1KT3ewkFNZcFle7rMa59y_tVyeu5XIIcA62NytpirjKOXM05efeOJG96?key=kfOUUJ7B0RQZLhVAO7HCqA"
          data-file-size="200713"
        >
          &nbsp;
        </div>
      </div>
    </div>
  </td>
  <td>
    Available after mapping the custom field to a pre-defined field in
    Revenue Story.
  </td>
</tr>
<tr>
  <td>Dashboard(Filters)</td>
  <td>
    On the Dashboard, filter using custom fields by mapping <span mid="link_static"><a href="custom_fields.html" target="_blank">Chargebee Custom Fields</a>&nbsp;<span class="fa fa-external-link text-muted"></span></span> to RevenueStory Custom
    Fields; contact support to enable this mapping.
    <br />
    <br />
    <img
      src="./assets/screenshots/images/rs/cs4.png"
      alt="Image"
      width="200"
      height="80"
    />
    <br />
    <br />
  </td>
  <td>
    Available after mapping the custom field to a pre-defined field in
    RevenueStory.
  </td>
</tr>
<tr>
  <td></td>
  <td></td>
</tr>