How can I access historical reports beyond five years in Chargebee?

Problem statement

You are unable to access or view historical reports in Chargebee beyond the default five-year limit in the reporting interface.

Related Scenarios

• Why am I unable to view the reports for data beyond 5 years?
• How to extend report data access beyond the default five years?
• How to export data for more than seven years?

Solution

Chargebee's default reporting capabilities provide access to the RevenueStory dashboard and Reports Explorer, which offer data for up to the last 60 months (or five years). The RevenueStory Report Builder does not enforce this same five-year UI drop-down limit, allowing users to build custom reports that query older underlying data.

If you require comprehensive historical data that goes beyond what is available in the standard reports, you have the following options::

1. Export via API: Export data using Chargebee's APIs. This is the officially recommended way to retrieve comprehensive historical records without UI constraints. Using absolute timestamp filters (for example, created_at[between]) via the API will allow you to retrieve raw historical data successfully.

2. To obtain data older than seven years, request a custom data report by writing to support@chargebee.com. Include the desired column names and the purpose of your request.