How to get a report on the "Category" of an Item (Plan, Addon or Charge)?

Problem statement

This article explains how to create a report in Chargebee to identify the category of an item, such as Plan, Addon, or Charge.

Solution

You can create a detailed report in RevenueStory > Report Builder by adding item-related fields and filtering the report based on Product Type and Charge Type. Chargebee Report Builder supports detailed reports with selectable fields and filters.

Setup instructions

1. Go to RevenueStory > Report Builder.
2. Click Build New Report.
3. Select Detailed Report.
4. Add the following fields:
   • Product Type
   • Charge Type
   • Accounting Category 1
   • Accounting Category 2
   • SKU
   • Any other compatible field you want to include
5. Add filters for the item category you want to report on:
   • Use Product Type to identify whether the item is a Plan or Addon
   • Use Charge Type to identify whether the item is Recurring or Non-recurring
6. Click Build Report.

Additional information

• To get a report for Charge items, set Product Type to Addon and Charge Type to Non-recurring.
• Report Builder is available in RevenueStory and supports custom reports using available data sources and fields.