After a report is created, the following actions can be performed. You can filter, edit, schedule and download the reports.
You can filter the reports using the fields in the data sources. For a Detailed Report, you can only filter the report using the fields added in the report. For a Summary Report, the filter is available for all the fields in all the data sources that can be linked with the primary data source.
To filter a report, follow these steps.:
After you have created the report you can edit it to include or remove fields. For example, you are creating a report to view the Due invoices with the following fields - Amount Due, Due Date, Invoice ID, and Status. After you create the report, you want to add the Email field to the report. This can be done using the Edit option.
To edit a report, follow the below steps:
You can select the report and share it to the users added in your Chargebee site. When you schedule a report, the users you have added in the schedule will receive an email of the updated report. You can choose to share the report with the users once, or set up recurring emails, where your users will receive an email of the report regularly based on the configured frequency. Users can unsubscribe to the email by clicking the unsubscribe option.
To schedule a report, folllow the below steps:
Chargebee allows you to download the report that you have created as a CSV file.
To download the report, click the Download CSV option.
You can rearrange the fields in your report.
To rearrange the fields, follow the below steps,
You can sort the fields in the report in an ascending/descending order.
To sort a field, follow the below steps:
When you create a new report, it displays all the fields that. you have selected. If you do not want to display a particular field, you can hide it. This does not remove the field from the report, it just hides it from viewing.
To hide a field, follow the below steps: