Custom Fields in RevenueStory

Chargebee allows you to create custom fields for different objects (such as Customers, Subscriptions, and Items) and track additional information about them. You can create custom fields on your Chargebee site as required and use them to store custom data about these objects.

Once created, these fields can be used for richer analytics via RevenueStory in the following ways. 

Functionality	Description	Field Availability
Report Builder	In Report Builder, you can add any of your custom fields to create Detailed, Visual, or Summary Reports.	Available as created in Chargebee
Reports Explorer(Filters)	In Reports Explorer, use the custom fields to filter default reports.	Available as created in Chargebee
Reports Explorer(Variant reports)	RevenueStory has certain pre-defined fields derived from everyday use cases designed to help you access more reports based on the custom fields you create in Chargebee. For example, Customer Type is a category or segmentation that you may want to explore further. As this field is not available out-of-the-box (OOTB) in Chargebee, you might store this information as a custom field in Chargebee under a different name, such as Customer Segment. When you map the custom field ( Customer Segment ) to the pre-defined field ( Customer Type ) in RevenueStory, you can view the MRR grouped by the Customer Segment in the report titled Total MRR by Customer Type . The following variant reports are available in RevenueStory: Business Type Customer Type Plan Group Acquisition Channel Sales Agent To use any of these reports, you can perform a one-time mapping of Chargebee Custom Fields to any of the Variants

        (Business Type, Customer Type, Plan Group, Acquisition Channel,
      </strong>
      or<strong> Sales Agent</strong>).
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      , contact
      <a href="https://support.chargebee.com/support/home">support</a>.
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    Available after mapping the custom field to a pre-defined field in
    Revenue Story.
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  <td>Dashboard(Filters)</td>
  <td>
    On the Dashboard, filter using custom fields by mapping [Chargebee Custom Fields](/billing/2.0/site-configuration/custom_fields) to RevenueStory Custom
    Fields; contact support to enable this mapping.
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    Available after mapping the custom field to a pre-defined field in
    RevenueStory.
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Mapping to predefined fields in RevenueStory

Map your Chargebee Custom Fields to the following RevenueStory Custom Fields listed in the table in the previous section for the Variant Reports functionality.