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FAQs for Classic Reports Sunset

Chargebee has decided to sunset (discontinue) the Classic Reports in Chargebee Billing. If you are an existing RevenueStory user, you can get access to Reports Explorer in RevenueStory for no additional cost. RevenueStory is our advanced integrated analytics with all the reports you've been using so far. Read further to get all your questions answered.

1. What reports are affected by this change? What's the alternate way forward?

All reports in Classic Reports will be sunset (discontinued) by April 15, 2024. But don't worry. In the future, you can use the Reports Explorer in RevenueStory, Chargebee's advanced integrated analytics, to access the equivalents of the reports you already use in Classic Reports.

2. When will this change come into effect? 

The reports will be gradually sunsetted starting April 15, 2024. When you try to access a Classic Report after that, you will be redirected to the equivalent version in RevenueStory, so you don't have to search and locate it manually.

3. Why are the Classic Reports being removed now? What are the benefits of using RevenueStory over Classic Reports?

RevenueStory is Chargebee's most advanced reporting & analytics solution. Here are a few benefits:

  1. Get access to 150+ out-of-the-box subscription metrics and reports, spanning your customers' subscription lifecycle --- from acquisition and renewals to receivables and churn. This includes all the reports you have been using in Classic Reports.
  2. Access historical data up to the last 5 years
  3. Navigate across reports and get instant access to the information you want with Reports Explorer
  4. Go deeper into each report with basic and advanced filters based on customer, subscription, and other attributes, including custom fields.
  5. Present your findings and insights better with multiple visualization options, including bar, line, pie charts, pivot tables, and more.
  6. Add your go-to reports to a dashboard so it's easy for you to monitor business trends in one place

4. Will all the reports in Classic be available in RevenueStory?

The following lists the RevenueStory equivalent for each report in Classic Reports and the descoped reports.

Classic ReportEquivalent Reports
Subscription Summary - RevenueTotal Payments
Subscription Summary - SignupsTotal Signups
Subscription Summary - ActivationsTotal Activations
Subscription Summary - Cancelled SubscriptionsTotal Subscription Churn
Subscription Summary - Failed TransactionsTotal Failed Payment Transactions Total Failed Refund Transactions
Monthly report card for plansTotal Billing By Plan
Subscription CountTotal Subscriptions
Refund SummaryTotal Refunds
ARPUAverage Revenue Paid per Subscription
Revenue RecognitionRecognized Revenue (available in Chargebee RevRec)
Deferred RevenueDeferred Revenue (available in Chargebee RevRec)
Renewal SummaryTotal Upcoming Renewal Amount(for future data) Total Billing (for past data)
A / R Aging A/R aging tiles/buckets A/R aging details    Receivables Aging Summary Receivables Aging Summary by Customers
Tax Summary Total Tax By Jurisdiction Total Tax By Tax Rate Total Tax By Tax NameTax Summary Tax Summary by Jurisdiction Tax Summary by Tax Name
Transaction Summary Transaction break down   Transaction breakdown by card typePayment Transaction Summary Refund Transaction Summary Refund Transaction Summary by Card Type Payment Transaction Summary by Card Type Payment Error Summary by Card Type Refund Error Summary by Card Type
Tax ExemptionTax Exemption Summary
Monthly report card for addonsTotal Billing by Recurring addon Total Billing by non-recurring addon
Transaction TrendTotal payment transactions Total refund transactions

Three reports are descoped - Lost Opportunities, Abandoned Carts, and Recovered Carts.

5. Due to this update, will there be any changes to my subscription or pricing?

If you are an existing Revenue Story user, you will be able to access Reports Explorer and all the enhancements free of cost.

6. I like the classic version of a specific report. Can I continue to use that report in the classic mode?

No. Classic Reports will be disabled for all reports at the same time. But feel free to share your feedback with Chargebee support. We'd love to understand your experience and see how we can offer that through RevenueStory.

7. Will my reporting data be affected by the switch to RevenueStory reporting?

No, your data will remain as-is.

8. Can I still access historical data using RevenueStory reporting?

Yes. You can access it up to the last five years and the future for reports such as Upcoming Renewal Amount.

9. Are any resources available to help me better use Reports Explorer in RevenueStory?

Yes. Please refer to the Reports Explorer documentation.

10. Will there be any downtime or interruptions during the change?

No. We are here to ensure no disruption to your experience because of this change.

11. Will there be any changes to the format or layout of my reports with the switch to RevenueStory reporting?

Yes. In Classic Reports, the data is visualized as a tabular view. In RevenueStory, you will have many more visualization options (in addition to the tabular view) and can decide which one to use.

12. Who can I contact if I have additional questions or concerns about this update?

Please reach out to support if you have any questions or concerns. Our team is here to assist you.

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