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Product Updates

  • Release Notes

Getting Started

  • Overview
  • Chargebee Billing Data Centers
  • Object Relationship Model
  • Understanding Sites
  • Chargebee Tech Glossary
  • Articles and FAQ

Implementing Chargebee

  • Implementation Guide
  • Go-live Checklist
  • Articles and FAQ

AI in Chargebee

  • Chargebee Agents
  • Chargebee Copilot
  • Chargebee MCP Server (Model Context Protocol)

Developer Resources

  • Developer Resources Overview
  • Articles and FAQ

Product Catalog

  • Product Catalog Overview
  • Coupons
  • Articles and FAQ

Subscriptions

  • Working with Subscriptions
  • Billing
  • Orders
  • Articles and FAQ

Customers

  • Managing Customers
  • Account Hierarchy
  • Email Notifications
  • Branding
  • Configure Multiple Languages
  • Articles and FAQ

Entitlements

  • Entitlements Overview
  • Features Overview
  • Feature Management
  • Managing Product Entitlements
  • Subscription Entitlements
  • Customer Entitlements
  • Grandfathering Entitlements
  • Articles and FAQ

Usage Based Billing

  • Understanding Usages
  • Setting up Usage Based Billing
  • Usage Alerts
  • Metered Billing
  • Articles and FAQ

Chargebee CPQ

  • Chargebee CPQ
  • Chargebee CPQ for Salesforce
  • Chargebee CPQ for HubSpot

Invoices, Credit Notes, and Quotes

  • Invoices
  • Credit Notes
  • Quotes [Legacy]
  • Transactions
  • Articles and FAQ

Taxes

  • Overview
  • Configuring Taxes
  • Country-specific Taxes
  • Articles and FAQ

Hosted Capabilities

  • Overview
  • Hosted Checkout
  • Hosted Self-Serve Portal
  • Hosted Pages Features
  • Additional Hosted Pages
  • Payment Components
  • Pricing Table
  • Managing Payments with Chargebee.js
  • Mobile-Optimized Hosted Pages
  • Articles and FAQ

Site Configuration

  • Users & Roles
  • Custom Fields & Metadata
  • Approvals
  • Mandatory Fields
  • File Attachments & Comments
  • Advanced Filter Options
  • Multicurrency Pricing
  • Multi-decimal Support
  • Configuring Reason Codes
  • Events and Webhooks
  • API Keys
  • Time Zone
  • Time Machine
  • Transfer Configurations
  • Articles and FAQ

Multi Business Entity

  • Multi Business Entity Overview
  • Customer Transfer Overview
  • Articles and FAQ

Mobile Subscriptions

  • Overview
  • Omnichannel Subscriptions
  • Omnichannel One-Time Orders
  • Mobile Subscriptions (Legacy)

Reports and Analytics

  • RevenueStory
  • Home Dashboard
  • Frequently Asked Questions
  • FAQs for Classic Reports Sunset
  • Articles and FAQ

Integrations

  • Sales
  • Customer Support and Success
  • Finance
  • Tax
  • Marketing
  • Stitch
  • Collaboration
  • Contract Management
  • Ecommerce Management
  • Articles and FAQ

Data Privacy & Security

  • Two Factor Authentication
  • SAML Single Sign-On
  • System for Cross-Domain Identity Management (SCIM)
  • EU-GDPR
  • Consent Management
  • Personal Data Management
  • Compliance Certificates
  • HIPAA Guidelines
  • PCI Recommendations and Integration Types
  • Articles and FAQ

Data Operations

  • Bulk Operations
  • Migration
  • Articles and FAQ
  1. Billing
  3. Reports and Analytics
  4. Articles and FAQ
  1. Billing
  3. Reports and Analytics
  4. Articles and FAQ

RevenueStory

What kind of reports does Chargebee offer?
Can I filter my reports? Also, how to export data and lists in CSV format?
What time zone does Chargebee follow for updating reports?
What is the Revenue Story in Chargebee?
Can the Chargebee dashboard be customized?
How does consolidated invoicing affect my new sales report?
What are the various versions of Revenuestory?
Who can access Revenuestory?

Monthly Recurring Revenue

Difference between Amount and Invoice Amount in VUD of Gross Cashflow metric
Can MRR of a past subscription update be changed?
MRR Calculation in one-time coupons
How to calculate the MRR value for the customers whose subscription change is in the Future?
How is metered billing calculated in MRR?
Why should MRR not be used for GAAP accounting?
What is MRR Retention Cohort?
How to build a custom MRR retention cohort?

Report builder

Is it possible to get Consolidated Reports in Revenuestory for multiple Chargebee sites?
I don't see a report builder option on my test site?
Scheduling Report Builder reports - Frequencies
How to create a renewal invoices report via report builder?
How to create Total Billing by Company report?

Configuration

Why is my reported revenue higher than the amount received in my bank?

Why is a non-renewing subscription shown as active in RevenueStory?

Accounting Summary

Account summary report abstract

Charts

How do I view the data in the Charts? Is it possible to download the report data?
Can custom fields from Chargebee be mapped to Revenuestory?

Classic Reports

My abandoned cart report doesn’t show any data. Why?

Custom fields in RevenueStory

Is it possible to map Chargebee custom fields into Revenuestory?

Metric Description

How can I see the retention rate of my subscriptions or the LTV of my customers?
ARPU report discrepancy
Why is the display name inconsistent in the renewal report?
How to export the subscription count report from Chargebee?
How Deferred Revenue Movement Calculation is done from the Account summary report(Month on Month)?
How is the Lifetime value metric calculated in Revenuestory?
What is Net Cash Flow / Gross Cash Flow Payments in Revenue Story?
What is total billing in RevenueStory?

Metrics

What are the various metrics available in Revenuestory and how do I add them to the dashboard?

Home dashboard

How to export credit notes report?
How to create a report for addons with start & end dates?
How to restrict Chargeback automation failure alerts to specific users?
Can I change the currency of the Daily Reports sent via email?
How to extract/download reports for only one specific day?
Can I have separate dashboards for each of my products in Revenuestory?
My Dashboard values are not getting updated in Chargebee
Can I consolidate sites across different data centers?

Reports Explorer

Calculation logic for expected revenue figure on the dashboard
How to fetch account summary report?

Vanity Metrics Bar

What is Expansion and Contraction in Revenuestory?
How to obtain the sales reversal report?
How to find what is the expected revenue for the current month/daily?
How can I make customization to my reporting?
What is the difference between CMRR and Expected Revenue?
How does RevenueStory calculate my exchange rates?
How are the metrics calculated from historical data? - RS
What happens when there is a plan/quantity change for historical subscriptions? Does RevenueStory capture it as an upgrade?

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