Working with Reports
Once the report is created you can perform the below actions.
Filtering the report
- For a Detailed Report, you can only filter the report using the fields added in the report.
- For a Summary Report, the filter will be available for all the fields in all the datasources that can be linked with the primary datasource.
- You cannot filter reports using "OR" condition.
Editing the report
Scheduling the report
You can select the report and share it to the users added in your Chargebee site.
- The link to the scheduled report (CSV) will expire in 14 days.
- Users can unsubscribe to the email by clicking the unsubscribe option.
Downloading the report
Renaming the report
Rearranging the fields
Sorting a field
Show/Hide a field