Getting Started

Product Catalog

Customers

Subscriptions

Invoices, Credit Notes, and Quotes

Taxes

Payments

Site Configuration

Data Privacy & Security

Data Operations

Reports and Analytics

Integrations

Report Builder 

RevenueStory comes with over 150+ ready-made reports and dashboards that helps you derive insights on the New Sales, Payments collected, MRR, Activations, Churn, and so on. Report Builder is a powerful capability that allows you to create your own reports. The information in Chargebee is remodelled as data sources (tables) thereby enabling you to visualize any data that you want as insightful reports. Using this feature, you can transform raw data into actionable insights.

You can create Summary or Detailed Reports using the fields (columns) from different data sources.

Note

This feature is in Private Beta Testing. Please contact [email protected]  for more information.

Understanding Data Sources 

The data in Chargebee is remodelled and stored as Data Sources. Data Sources are tables using which you can create reports. Each of these Data Sources have multiple fields (columns). Refer to our Data Sources document to learn in detail about the Data Sources and their corresponding Fields.

Chargebee offers the following data sources:

  • Coupons
  • Credit Notes
  • Customers
  • Invoices
  • Orders
  • Payments
  • Products
  • Refunds
  • Subscriptions

Detailed Report 

A Detailed Report is a tabular report that contains records at an individual level. Detailed Reports can be built by selecting fields from one or more data source.

This type of report is most useful when you want to view the underlying data in detail. For example, if you want to list of all payment due invoices by the country or view the active subscriptions in a particular plan

Like we discussed earlier, Chargebee has the following data sources that you can use to create this report.

Of these data sources, Products and Coupons are not connected with any other data source. Therefore if you select them, you can create reports only by using their corresponding fields.

In case if you select a different data source, then you will be able to combine the data source with the other data sources that fall within the linear path of the tree (refer the image above).

For example: Let us say that you select ‘Subscriptions' as your first data source.

Then, all the data sources that are linear to it will be available for you.

Going by our example, you can further select Customers, Payments, Invoices and Refunds.

If you select Invoices as the next data source then you can use the fields from Customers, Orders or Credit Notes.

Here is a sample Detailed Report.

This report displays the payment due invoices country wise. We are going to see how to create this report in the next section.

Creating a Detailed Report 

  1. Click RevenueStory > Report Builder

  2. Choose Create a Detailed Report.

  3. Choose the data sources using which you'd like to create the report. Then, select the fields you need from each of the selected data sources. To build the report shown in our example, select Country from Customers data source, Invoice ID, Due Date, Amount Due, and Status from the Invoices data source, and Subscription ID from Subscriptions data source.

  4. Click Build Report.

  5. Here, we have a report that displays data with different invoice statuses. We need the report to just display "Payment Due" Invoices. We can achieve this using the Filters option. Click Filter and select Invoice Status. Add the filter as shown in the image below and click Add Filter.

This is how the report would look like. The data in the report will be updated when the sync happens (that is, once in 4-5 hours).

Summary Report 

A Summary Report is used to provide a concise and high-level overview of the data. In Summary reports the data are grouped by specific attributes (such as status, type etc.) This type of report is extremely useful when you want to look at data by different dimensions to understand trends, anomalies, and so on.

Here is how a Summary Report would look like.

Summary Reports are created using a primary data source. Any Summary Report will have grouping and aggregation.

You can use the fields of the selected data source or that of its parent to group the data. For example, if you have selected Subscriptions, then you can group the report using the fields from Subscriptions or from Customers.

In case if your selected data source is Invoices, then you can group them using Subscriptions, Invoices or Customers.

You can group the data in the report by columns or rows. It helps in organizing a view for the report.

Another key aspect of Summary Reports is aggregation. Aggregation is a function where the values of multiple rows are grouped together to form a single summary value. You can apply summary functions such as Sum, Average, Count, Count Distinct, Min, and Max to aggregate the data. Aggregation can be done only at the child (data source) level.

Creating a Summary Report 

  1. Click RevenueStory > Report Builder.

  2. Choose Create a Summary Report.

  3. Choose the primary Data Source using which you'd like to create the report. We are going to see how to create a report to view the total number of active, cancelled, paused and trial users in each plan. To do this, select the Subscriptions data source.

  4. Select the Data source and Field for Row and Column grouping. You can select a maximum of 2 rows and 2 columns. Select the subscription status field from the Subscriptions data source for column grouping. And, the current plan field from the subscriptions data source for Row grouping.

  5. Select the fields from the field dropdown and then select how you want to aggregate the data from the selected field. The operations (aggregation) that can be performed on the selected field will be displayed in the aggregation dropdown. Here, we are applying the count operation on the Subscription ID field (from Subscriptions). Click Build Report.

Note

You use apply aggregation only on a single field.

This is how the report would look like. The data in the report will be updated when the sync happens (that is, once in 4-5 hours).

Working with Reports 

Once the report is created you can perform the below actions.

Filtering the report 

Note
  • For a Detailed Report, you can only filter the report using the fields added in the report.
  • For a Summary Report, the filter will be available for all the fields in all the datasources that can be linked with the primary datasource.
  • You cannot filter reports using "OR" condition.

Editing the report 

Scheduling the report 

Note
  • The link to the scheduled report (CSV) will expire in 14 days.

Downloading the report 

Renaming the report 

Rearranging the fields 

Sorting a field 

Show/Hide a field 

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