Getting Started

Product Catalog

Customers

Subscriptions

Invoices, Credit Notes and Quotes

Taxes

Payments

Site Configuration

Data Privacy & Security

Data Operations

Reports and Analytics

Integrations

Working with Reports 

Once the report is created you can perform the below actions.

Filtering the report 

Note
  • 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.

Note
  • 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 

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