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Product Updates


  • Release Notes

Getting Started


  • Overview
  • Chargebee Billing Data Centers
  • Object Relationship Model
  • Understanding Sites
  • Developer Resources
  • Chargebee Tech Glossary
  • Articles and FAQ

Implementing Chargebee


  • Implementation Guide
  • Go-live Checklist
  • Articles and FAQ

AI in Chargebee


  • Chargebee Agents
  • Chargebee Copilot
  • Chargebee MCP Server (Model context protocol)

Product Catalog


  • Product Catalog Overview
  • Coupons
  • Articles and FAQ

Subscriptions


  • Working with Subscriptions
  • Billing
  • Orders
  • Articles and FAQ

Customers


  • Managing Customers
  • Account Hierarchy
  • Email Notifications
  • Branding
  • Configure Multiple Languages
  • Articles and FAQ

Invoices, Credit Notes and Quotes


  • Invoices
  • Credit Notes
  • Quotes [Legacy]
  • Transactions
  • Articles and FAQ

Taxes


  • Overview
  • Configuring Taxes
  • Country-specific Taxes
  • Articles and FAQ

Hosted Capabilities


  • Overview
  • Hosted Checkout
  • Hosted Self-Serve Portal
  • Hosted Pages Features
  • Additional Hosted Pages
  • Payment Components
  • Managing payments with ChargebeeJS
  • Mobile-Optimized Hosted Pages
  • Articles and FAQ

Site Configuration


  • Users & Roles
  • Custom Fields & Metadata
  • Mandatory Fields
  • File Attachments & Comments
  • Advanced Filter Options
  • Multicurrency Pricing
  • Multi-decimal Support
  • Configuring Reason Codes
  • Events and Webhooks
  • API Keys
  • Time Zone
  • Time Machine
  • Transfer Configurations
  • Articles and FAQ

Reports and Analytics


  • RevenueStory
  • Home Dashboard
    • Vanity Metrics Bar
    • Charts
  • Frequently Asked Questions
  • FAQs for Classic Reports Sunset
  • Articles and FAQ

Integrations


  • Sales
  • Customer Support and Success
  • Finance
  • Tax
  • Marketing
  • Stitch
  • Collaboration
  • Contract Management
  • Order Management
  • Mobile Subscriptions (Legacy)
  • Other Integrations
  • Articles and FAQ

Data Privacy & Security


  • Two Factor Authentication
  • SAML Single Sign-On
  • System for Cross-Domain Identity Management (SCIM)
  • EU-GDPR
  • Consent Management
  • Personal Data Management
  • Compliance Certificates
  • HIPAA Guidelines
  • PCI Recommendations and Integration Types
  • Articles and FAQ

Data Operations


  • Bulk Operations
  • Migration
  • Articles and FAQ
  1. Billing
  2. Reports and Analytics
  3. Home Dashboard
  1. Billing
  2. Reports and Analytics
  3. Home Dashboard

Home Dashboard

Chargebee has a built-in reporting system in the web interface to provide you with insight into how your business is performing. Using the 'Reports' section, you can easily view and analyze the statistics of your account and get comprehensive details about your collections, billing, and transactions.

The overall appearance of reports is colorful and easy on the eye. All reports come with markers that have tooltips when you hover over them and when you move your mouse over the graph. The tooltips along with a set of named ranges and advanced filters help you quickly find what you're looking for.

Dashboards

Chargebee's dashboard provides a summary of metrics to measure the health of your business.

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The data displayed on the dashboard depends on the time zone set for your Chargebee site.

If you update the time zone in your Chargebee site, the current month's data displayed on the dashboard will be updated based on the new time zone.

Previous months' data will follow the previous time zone. However, if you'd like to display the previous months' data based on the new time zone, contact support.

RevenueStory now powers your home dashboard. The dashboard refreshes once every 15-20 minutes based on the data volume on your site. If you have RevenueStory enabled for your site, you may see differences in numbers between your home dashboard and dashboards within RevenueStory. This does not indicate a data accuracy issue as the variance results purely from differences in the refresh rates.

Articles & FAQs

How to export credit notes report?
How to create a report for addons with start & end dates?
How to restrict Chargeback automation failure alerts to specific users?
Can I change the currency of the Daily Reports sent via email?
How to extract/download reports for only one specific day?
Can I have separate dashboards for each of my products in Revenuestory?
My Dashboard values are not getting updated in Chargebee
Can I consolidate sites across different data centers?
How to analyze trial conversion rates over time and also by plans?
How to set the currency preference during site consolidation in RevenueStory?
Difference between Revenuestory Standard plan and Premium plan
How Exchange Rates affect RevenueStory metrics over time?
How to access the shared RevenueStory dashboard?
Possible to Segregate Customers from Revenue Story Dashboard ?
Why all the Cancellation reason codes are not appearing on the RS dashboard ?

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