Reports Explorer 

Reports explorer is a one-stop solution for any Chargebee user looking for subscription analytics and reporting needs. Users can search and consume 80+ predefined reports that help to discover required insights and aid in decision-making.

Salient features 

The following are the salient features of the Reports Explorer:

• Search and quick preview functionality to easily discover the desired reports.
• Options to analyse data at daily, weekly, monthly, quarterly or yearly levels.
• Report level filters and aggregations to analyse the data as per requirement.
• Date range filters to quickly filter and focus on the desired time period.
• Visualisation switcher with multiple options (Line, Bar, Area, Table etc) types to choose from.

Logging into the Reports Explorer 

Login to your Chargebee Site and click RevenueStory > Reports Explorer.

The Reports Explorer has two kinds of views:

• Quick View
• Report View

Quick View 

Quick View as the name suggests is meant for quick discovery and consumption of the reports. The reports are distributed into various categories and readily available on the left panel. You could scroll down to see the entire list of reports or search for a specific report using its name or keywords such as MRR, ARR, etc. When you select a particular report a preview appears on the page on the right-hand side. Here you can interact with the reports and review the values being shown. You could additionally select the following options within quick View.

Granularity Selector 

You can select the granularity in the Quick View before choosing to add the report to the dashboard or previewing it inside Report Explorer.

• Reports are available for Daily, Weekly, Monthly, Quarterly, and Yearly levels. The default option for all reports is monthly. (Note: Certain reports may however support limited options or may not support this option at all).
• If you choose to add the report to the dashboard, the report gets added to the dashboard with the default time range as per the granularity selected. For e.g. if you choose to add a report (Chart / Table) with Monthly granularity to your dashboard, by default report filtered with last 12 months will be added. Refer to the table to understand the default time periods shown for various granularity selections.

Visualisation Switcher 

There are multiple visualization options available to choose. You can visualize the report as Metric Summary, Bar (Side by Side, Stack Bar, 100% Stack Bar), Line (Line / Spline), Area (Area / Area Spline), Table etc. Based on the report, certain advance visualizations such as Combo charts, Cohort etc may also be enabled for selection. Below are the details of various visualization options supported within Report Explorer.

• Metric Summary - displays a single numeric metric result and comparison w.r.t the date range selected.
• Bar Chart - Bar chart (bar graph, column chart) is the most common approach to visualize impact for different categories.
• Line Chart - Line chart shows how a given metric changes overtime. It displays the series of data points (called markers) connected by lines segments. You can choose to visualize your data as a spline (Curved line) or a simple line.
• Area Chart - An area chart has the same construct as a line chart with added shading between the line and a baseline to easily under stand the impact of different categories within a report. You can choose to visualize your data as a Area Spline (Curved Area) or a simple area chart.
• Table - The table visualisation helps you visualise the data in a tabular format. Best suited for complex reports with multiple metrics and multiple dimensions e.g. Activation Lead Time Summary.
• Cohort: Cohort is a powerful visualisation that helps you analyse a particular metric for a group of subscribers over time. This is enabled only for selected reports. e.g. MRR Retention Cohort.
• Combo Chart: A combo chart helps you analyse multiple metrics in the same view across a single dimension e.g. Net MRR Growth.
  

The available visualisation options and the default visualisations for each report vary according to the information being shown in the report. For example, a report for e.g. Total MRR representing one metric across a single dimension as time (Default: Spline Chart), can be represented as a Metric Summary, Bar Chart, Line chart, Table etc. Whereas for a report e.g. Total MRR by plan (Default: Spline Chart) representing one metric across two dimensions such as time and plan, Metric Summary option is disabled.

Add to dashboard 

To add the reports to your dashboard, you could follow the steps below.

• Login to your Chargebee Site and click RevenueStory > Reports Explorer.

• Click Add to Dashboard from the Reports Explorer Quick View page.

  

• The popup window appears with Executive Watch as the first option. This is the default option for all users but it could show a different dashboard in case you have chosen a different dashboard as your default. The dashboard list is sorted based on the last modified date of the dashboard for you to easily find your most recent dashboard for report addition. You can also choose to add the same report to multiple dashboards at the same time as per your requirement.

  

• Once you select the desired dashboard(s) and click Add to dashboard, the reports gets added to the selected dashboard(s). You can choose to view the dashboard or add other reports to the dashboard using the notification message that appears as soon as the reports are successfully added to the dashboard.

  

• You can also add reports using the Add Report button on the dashboards.

  

Download Report or Raw data 

Reports can be downloaded from the Quick View mode as CSV files using the Download as CSV option. You can also choose to download the raw data behind the report using Download Raw Data options. (Note that option to download the raw data is not available for all reports e.g. Net Billing, Net Cashflow, Total Subscription Quantity etc).

Report View 

Reports Explorer provides options to helps users perform a more detailed analysis on a specific report in its Report View. Using Report view, you can perform more advance actions on the report and perform detailed analysis as per your requirement. For e.g. you could aggregate your data using specific attributes, apply report-level filters, or filter reports for specific time ranges as per your requirement. Other options such as granularity selector and visualisation switcher available in the Quick View section are also available in the Report View.

To access the Report View, click on the View Report button available on the top right corner of the report.

The report opens up in the full page preview with the below additional options.

• View variant reports
• Time Period
• Add Filter
  

Variant Reports 

As part of an enhanced experience to help you discover reports with ease, we have introduced variant reports. You can view all reports grouped by the same parent metric as a variant report. For example, if the parent report is a Total Cancellation MRR report, then reports such as Total Cancellation MRR by Churn Type, Total Cancellation MRR by Country, etc. will be the variant reports. You can view them by clicking on View variant reports.

Time Period 

Report View also allows users to filter the report with a specific time period as per the requirement. The report preview changes as the user navigates through various time period options for the selected granularity.

Reports Explorer supports limited time period range for each report based on the granularity selected. The below table provides a summary of the maximum available data for each granularity in reports explorer.

The above time limits are also applicable when some one tries to download the report as a .csv option. Time period restriction applicable on a report is displayed to the user using the message below for each granularity selection.

Time period & granularity relationship 

This table provides additional details about the supported time periods for various granularity options in the quick preview for Charts, Tables, and Cohort visualization types.

In case the time period selected by the user is within the selected granularity, reports explorer automatically intercepts this and provides option to the user to switch to the closest available valid combination for the report.

Add Filter 

Report View also provides users with granular level filter options to slice and dice the data within a specific report. Let's see how we can use this option to see the aggregated MRR from subscriptions having specific Plan(s) as the primary line item.

• To filter for data within the report choose the +Add filter option.

  

• Search for the Name attribute under the Products data source.

  

• Select the required Plan(s) as per your requirement.

  

• Click Add filter. The report preview loads to reflect the filters applied to the report.