This report is a very useful tool for keeping track of your daily transactions and performance.
The daily report is generated and emailed to you every day and it only contains data from the previous day's activities on your account. Clicking on the values in the report will take you to the application and corresponding data will be shown.
To enable your daily reports (only available in the LIVE site) in the web interface, go to Settings > Configure Chargebee > Report Settings and enable Send Daily Digest Email.
The daily report is currently only sent to the owner of your Chargebee site and cannot be sent to anyone else. If you need to change the owner of the site, please click here .
This indicates the expected revenue that is to be received today.
The default amount displayed is a sum of (Revenue received so far(payments - refunds) + today's upcoming renewals + invoices in dunning today).
You can configure what amount you want displayed. This can be done under Settings > Configure Chargebee > Report Settings.
This displays the total amount of invoices that are queued for payment retry today, tomorrow and day after.
The amount indicated is "Sum of all the invoices / Invoice count".
For E.g: $100.00 / 3 means that the total invoice amount is $100 and the total number of invoices is 3.
Signups gives you the total count of all the new subscriptions that were signed up regardless of their status (active or trial).
The total number of subscriptions that have become active. This includes trial subscriptions that converted to an active account as well as new direct signups without trial. In case your business model does not have trial based plans, then the signups and activations count would be the same.
Count of all the subscriptions that have been canceled.
Payments: Total sum of all successful payment transactions.
Refunds: Total sum of all successful refund transactions.
Net Revenue: Revenue is the difference of payments and refunds (payments minus refunds).
The transaction summary report provides you with the totals of all transactions by status type. This includes all payment, refund and authorization type transactions.
Possible statuses include Success, Failure, Voided, Timeout and Needs Attention.
Success and Failure status columns are always shown on the report even if their count is 0; other statuses are hidden unless they have a value.
Displays all the transactions grouped by status and card type.
If a specific status or card type has no transactions, it will not be listed. If there are no transactions at all, then this table will not be shown.
This displays errors along with error codes, number of transactions for each of these errors and the card type.
If a particular card type does not have any transactions that failed, then the card type will be hidden.
This report is a great way of knowing how many users tried to checkout but couldn't. It displays the email addresses of users whose sign up attempt failed along with details including the total number of attempts made, time of the most recent attempt and the amount they tried to sign up for.
The list contains only details of users who are not yet customers and were never able to checkout. It does not include users who were able to checkout after a failed attempt(s) or users who might have tried to upgrade from trial to a paid subscription.
Attempts are tracked based on the email address used when trying to sign up. If a customer tries to sign up with one email address and failed, but was successful with another email address, then the failed email address will still be tracked and shown.
This data can be of great value and use when you would like to follow up with these leads in trying to convert them into a successful sale.
Here's what you need to do:
Based on the status, we will take necessary actions.