Custom Fields in RevenueStory

Chargebee allows you to create custom fields for different objects (such as Customers, Subscriptions, and Items) and track additional information about them. You can create custom fields on your Chargebee site as required and use them to store custom data about these objects.

Once created, these fields can be used for richer analytics via RevenueStory in the following ways.

Note

Please note that reporting on custom fields is only available as a part of RevenueStory Premium.
Additionally, the automatic sync of all Chargebee custom fields within RevenueStory is not supported for consolidated sites. However, you may still use these custom fields in individual sites.

Functionality	Description	Field Availability
Report Builder	In Report Builder , you can add any of your custom fields to create Detailed, Visual, or Summary Reports.	Available as created in Chargebee
Reports Explorer(Filters)	In Reports Explorer , use the custom fields to filter default reports.	Available as created in Chargebee
Reports Explorer(Variant reports)	RevenueStory has certain pre-defined fields derived from everyday use cases designed to help you access more reports based on the custom fields you create in Chargebee. For example, Customer Type is a category or segmentation that you may want to explore further. As this field is not available out-of-the-box (OOTB) in Chargebee, you might store this information as a custom field in Chargebee under a different name, such as Customer Segment. When you map the custom field (Customer Segment) to the pre-defined field (Customer Type) in RevenueStory, you can view the MRR grouped by the Customer Segment in the report titled Total MRR by Customer Type. The following variant reports are available in RevenueStory: Business Type Customer Type Plan Group Acquisition Channel Sales Agent To use any of these reports, you can perform a one-time mapping of Chargebee Custom Fields to any of the Variants (Business Type, Customer Type, Plan Group, Acquisition Channel, or Sales Agent). To enable this mapping, contact support.	Available after mapping the custom field to a pre-defined field in Revenue Story.
Dashboard(Filters)	On the Dashboard, filter using custom fields by mapping Chargebee Custom Fields to RevenueStory Custom Fields; contact support to enable this mapping.	Available after mapping the custom field to a pre-defined field in RevenueStory.

Mapping to predefined fields in RevenueStory

Map your Chargebee Custom Fields to the following RevenueStory Custom Fields for the Variant Reports and Dashboard filter functionality as described in the table in the previous section.

Resource	Custom Field	Type
Customer	Business Type	String
	Business Vertical	String
	Acquisition Cost	Long
	Acquisition Channel	String
	Sales Agent	String
	Customer Type	String
	Acquisition Mode	String
	Account Manager	String
	Customer Success Agent	String
	Solution Partner	String
	Freemium Blacklist Reason	String
	Unique Customer Handle	String
	Product Usage	Long
Subscription	Product Usage	Long
	Sales Agent	String
	Solution Partner	String
	Acquisition Cost	Long
	Cancel Reason	String
Plan	Plan Group	String
Addon	Addon Group	String

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