Multi Business Entity Reports and Analytics
Introduction
When you enable Multiple Business Entity support on your Chargebee site to manage multiple business entities using a single Chargebee site, RevenueStory gives you the flexibility to track reports based on your business entities. You can track curated RevenueStory reports and metrics for your business at both site-level and entity-level. A site-level report consolidates the business metrics from all your entities together (provided you have access to all entities), so you can track the organization-level performance. Entity-level reports capture metrics specifically for the respective entities, so you can track the performance of each of them individually.
Data Access
With Multiple entity support enabled on your Chargebee site, access to your reporting data depends on the following factors:
- Role-based access level of users to business entities and the site (Full administrative access, Business entity-level access, Role-based access).
- The mode you are currently viewing (site mode vs single entity mode).
- Users with full administrative access to your Chargebee site can view and create consolidated site-level reports as well as entity-level reports.
- Users with multiple business entity-level access can view and create consolidated reports at the site level (including entities for which access is provisioned) and trigger entity-specific reports.
- Users with single business entity-level access can only view and create reports for their respective entities.
- Users with role-based access have limited view-only access to specific data within an entity, based on their access configuration. Learn more about role-based access control.
The data access for viewing and building reports is also based on the current mode you are viewing as follows:
Site mode: When viewing in site mode on your Chargebee site, you can access data for all business entities for which you are provisioned access. You can view and build consolidated reports and filter reports for specific entities.
Single entity mode: When viewing in single entity mode, you can only view metrics for the selected entity. If you are a user with role-based access, you can only view or create reports if you are provisioned with access to do so.
Note
- Only users with site-level admin access can change site settings for reports. Users with entity-level access do not have the privilege to configure site or entity-specific settings.
- Site-level settings apply to all entity reports.
The following table shows how users can access various reporting features in different modes:
| Feature | Site Mode | Entity Mode |
|---|---|---|
| Unified Reporting across all Business Entities | Yes | No |
| Single Entity Reporting | No | Yes |
| Multiple Entity Reporting (Report Builder) | Yes | No |
| Configuration | Yes | No |
| Alerts & Goals | Yes | No |
| Classic Reports | Yes | No |
Chargebee Home Dashboard
When you have access to and are viewing the site mode on your Chargebee site, the dashboard displays all site-level reports and key performance indicators for your business.
To view entity-specific charts and metrics, click the switch icon/entity switcher to switch from site mode to single entity mode.
Alternatively, click the All entities dropdown on the dashboard and select the entities for which you want to view reports. The reports automatically populate data and display metrics only for the selected entities.
Note
- Only users with site-level admin access can change site settings for reports. Users with entity-level access do not have the privilege to configure site or entity-specific settings.
- Site-level settings apply to all entity reports.
RevenueStory
RevenueStory Dashboard
All charts in the RevenueStory Dashboard gallery are consistent with the entity switcher. When you have access to and are viewing the site mode on your Chargebee site, the dashboard displays all site-level reports and key performance indicators for your business. In single entity mode, entity-specific filters are applied to display entity-specific charts and metrics.
Customer Insights and Accounting Reports
The reporting view for these RevenueStory sections changes based on the mode you are viewing. For example, when you switch to single entity mode from site mode, all reports in Customer Insights (e.g., Total, New, Paid, Churn) and Revenue Insights (e.g., Total MRR, Total Billing, Net Billing, Net MRR Growth) are refreshed to display entity-specific reporting. Similarly, Accounting Reports (e.g., A/R Aging, Account Summary, Deferred Revenue) are updated to reflect entity-specific data.
Note
The Revenue Recognition reports under the Accounting section of Classic Reports do not support entity based filters, as they will soon be deprecated.
Setting up Alerts and Goals
Currently, you can set up alerts and goals for limited metrics only in site mode. You cannot set up alerts and goals for specific entities in entity mode. However, if you have access to a single entity only, you will view the site mode by default, and you can set up alerts and goals for the site.
Entity-Based Filters for Report Builder
As a user with access to multiple business entities on your Chargebee site, you can consolidate data from multiple entities and get a unified view of reporting. When new business entities are added, these consolidated reports automatically reflect the metrics for the new entities.
You can also filter reports based on select entities that you have access to. Entity-based filters are available in the Report Builder and are mapped to other data sources such as customers, invoices, subscriptions, subscription history, coupons, and payments. You can apply these filters to view entity-specific reports and metrics.
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