Export reasons chosen by my customers when canceling their subscriptions - RevenueStory

Problem Statement

How do I create a report with subscription cancellation reasons from the Portal in Chargebee?

Solution

You can export cancellation reason codes in two ways: (1) using filters on the subscription index page in Chargebee, or (2) creating a custom report in RevenueStory with the Report Builder.

Steps to Set It Up

Option 1 – Export from Chargebee

Export subscriptions from your Chargebee site to view cancellation reasons. See View and export cancellation reasons (reason codes).

Option 2 – Create a custom report in RevenueStory

1. Go to RevenueStory > Report Builder > Detailed Report
2. In the Subscriptions module, use these fields:

• Cancellation reason code: The option chosen by the customer when canceling from the portal or when you cancel from the Chargebee UI. If Reason codes and custom reasons are enabled on your site, custom reasons appear here.
• Cancel reason: The default reason for the cancellation (e.g., "NOT PAID" when the subscription is canceled due to unpaid invoice after dunning). This is set automatically by Chargebee.

You can also use the Cancellation MRR report in RevenueStory:

1. Go to RevenueStory > Metric Explorer and search for Cancellation MRR
2. Click Add > Add to dashboard

3. Hover over a bar to see the underlying data
4. Click View underlying data for the selected month