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Product Updates

  • Release Notes

Getting Started Guide

  • Getting Started Guide

Managing Experiences

  • Getting to know the Experience Manager

Reporting

  • Reporting Overview

Chargebee Billing Integration

  • Chargebee Billing Integration Features

Settings and Installation

  • Navigating the Chargebee Retention Settings Page
    • Integrate Chargebee Retention via Chargebee.js
    • Installing Chargebee Retention via the pre-cancel API
    • Estimating Engineering Time & Effort
    • Processing Cancels and Offers
    • Configuring Cancel Management without a Billing Integration
    • Configuring Offer Management without a Billing Integration
    • Passing Data to Chargebee Retention
    • Chargebee Retention Field Mapping
    • Setting up a Custom Domain
    • Save and Cancel Return URL Setup
    • Activity Log and Error Reporting
    • Display Revenue in Reports
    • Using Webhooks
    • Manage Alerts
    • CSS Reference
    • Setting up multiple apps (Enterprise Plan)
    • Removing test sessions from reporting
    • External Reason Key
    • Billing Admin User Role
    • The Essentials Plan
    • Managing your Chargebee Retention Plan and Usage Limits
    • Adding Chargebee Retention to ReCharge's Affinity Theme
    • Managing your team in Chargebee Retention
    • Managing Teams to Control App Access

Integrations

  • Integrations Overview

Starter Churn Insights

  • Starter Churn Insights

Retention Best Practices

  • Testing in Chargebee Retention

Security

  • Chargebee Retention Security Overview
  1. Retention
  3. Settings and Installation
  5. Navigating the Chargebee Retention Settings Page
  6. Removing test sessions from reporting
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  1. Retention
  3. Settings and Installation
  5. Navigating the Chargebee Retention Settings Page
  6. Removing test sessions from reporting

Removing test sessions from reporting

When you are setting up your Chargebee Retention account, you'll want to test your installation and any changes you make as you evolve your cancel experiences. You'll see your test sessions in your Chargebee Retention dashboard within a few minutes of testing as you prepare to go live. Many of our customers want to start with a clean slate when it's time to launch. Chargebee Retention provides you with the option to remove certain users or entire domains from your dashboard.

Head over to Settings > Users > Restricted Domains & Emails > Manage and enter the domain name or individual email addresses of users you would like to scrub from reporting.

Adding an email address or domain to the excluded user list doesn't disable functionality. Precancel requests, webhooks, alerts, targeting, and billing updates will act as normal.

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Restricted domains

The first option: Restricted Domains, removes all results from the dashboard for an entire domain. It's recommended to add your company domain (or staging domain if it's different here). In the example above any test session for users at example.com would be scrubbed from results. e.g. joe@example.com, jane@example.com, etc. Joe, Jane, or anyone at example.com could run cancel sessions without affecting results in the dashboard.

Restricted emails

The second option: Restricted emails, removes individual users from reports. In the example above any sessions from joe@example.com would be scrubbed but other users of chargebee.com would be reflected in reporting.

The Restricted domains & emails can be updated at any time so don't worry if you started testing Chargebee Retention and forgot to update the list. Simply make your update, wait 24 hours and those records will be removed from results.

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