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Data Sources 

Report Builder is a powerful capability that allows you to create your own reports. The data in Chargebee is remodelled and stored as tables called Data Sources. You can use this information to create reports. Each of these Data Sources has multiple fields.

Note
  • To know more about the availability of this feature, visit our plans and pricing  page.

The Report Builder allows you to create reports using the following data sources.

Standard Data Sources 

Premium Data Sources 

Note

The following data sources including, Invoice Line Items, Credit Note Line Items, Monthly Subscription History, Yearly Subscription History, Revenue Recognition, Customer Balances, Monthly Component History, Yearly Component History and Applied Credits are available only for the customers with RevenueStory premium license.

Coupons 

The available fields in the ‘Coupons' data source and their corresponding descriptions are listed below.

Field Description
Currency The currency code (ISO 4217 format) of the coupon. Applicable for fixed_amount coupons alone.
Duration Type Displays if the coupon can be used one_time, forever, or for a limited_period.
Redemptions Displays the number of times a coupon was redeemed.
Created On Timestamp indicating when this coupon was created.
Valid Till Displays the date until which the coupon can be applied to new subscriptions.
Coupon ID Displays the unique identifier for the coupon.
Addon Applicability Displays if the coupon can be applied to add-ons. Possible values are none, all, specific, not_applicable.
Maximum Redemptions Displays the maximum number of times the coupon can be redeemed.
Duration Displays the duration in months for the coupon to be applied. Applicable only for limited period coupon.
Apply On Displays the invoice items for which this discounts need to be applied. Possible values are invoice_amount, each_specified_item.
Name Displays the coupon name.
Archived On Timestamp indicating when this coupon was archived.
Invoice Name Displays the invoice name of the coupon.
Discount Percentage Displays the discount value in percentage.
Status Displays the status of the coupon. Possible values are active, expired, archived, deleted.
Discount Type Specifies the time duration this coupon is applicable. Possible values are one_time, forever, limited_period.
Plan Applicability Displays if the coupon can be applied to plans. Possible values are none, all, specific, not_applicable.
Discount Amount Displays the discount value in dollars.

Credit Notes 

The available fields in the ‘Credit Notes' data source and their corresponding descriptions are listed below.

Field Description
Voided On Timestamp indicating the date & time the credit note got voided.
Credit Note ID Displays the unique identifier of the credit note.
Amount Refunded Displays the refunds issued from the Credit Note.
Round Off Amount Displays the rounded-off amount.
Amount Allocated Displays the total credits allocated to invoices.
VAT Number Displays the VAT number of the customer for whom this Credit Note is raised.
Price Type Displays the price type of the Credit Note.
Reason Code Displays the reason for issuing this Credit Note. The following reason codes are supported now. Possible values are write_off, subscription_change, subscription_cancellation, subscription_pause, chargeback, product_unsatisfactory, service_unsatisfactory, order_change, order_cancellation, waiver, other, fraudulent.
Available Credits Displays the credits that are yet to be used from the credit note.
Credit Note Status Displays the status of the credit note. Possible values are adjusted, refunded, refund_due, voided.
Sub Total Displays the sub total of the credit note.
Created On Displays the date when the Credit Note was issued.
Type Displays the type of the credit note. Possible options are Adjustment and Refundable.
Refunded On Displays the time when credits were completely used or refunded.
Total Credit Note amount in dollars.
Total(Transaction Currency) Credit Note amount in the transaction currency.
Currency The currency code (ISO 4217 format) for the credit note.

Customers 

The available fields in Customers and their corresponding descriptions are listed below.

Field Description
Currency The currency code (ISO 4217 format) of the coupon. Applicable for fixed_amount coupons alone.
Duration Type Displays if the coupon can be used one_time, forever, or for a limited_period.
Redemptions Displays the number of times a coupon was redeemed.
Created On Timestamp indicating when this coupon was created.
Valid Till Displays the date until which the coupon can be applied to new subscriptions.
Coupon ID Displays the unique identifier for the coupon.
Addon Applicability Displays if the coupon can be applied to add-ons. Possible values are none, all, specific, not_applicable.
Maximum Redemptions Displays the maximum number of times the coupon can be redeemed.
Duration Displays the duration in months for the coupon to be applied. Applicable only for limited period coupon.
Apply On Displays the invoice items for which this discounts need to be applied. Possible values are invoice_amount, each_specified_item.
Name Displays the coupon name.
Archived On Timestamp indicating when this coupon was archived.
Invoice Name Displays the invoice name of the coupon.
Discount Percentage Displays the discount value in percentage.
Status Displays the status of the coupon. Possible values are active, expired, archived, deleted.
Discount Type Specifies the time duration this coupon is applicable. Possible values are one_time, forever, limited_period.
Plan Applicability Displays if the coupon can be applied to plans. Possible values are none, all, specific, not_applicable.
Discount Amount Displays the discount value in dollars.
Offline Payment method Displays the preferred offline payment method for the customer. Possible values are : no_preference, cash, check, bank_transfer, ach_credit, sepa_credit.
Locale Determines which region-specific language Chargebee uses to communicate with the customer.
Fraud Flag Indicates whether the customer is identified as fraudulent.
State Displays the state of the customer.

Customer Balance 

Field Description
Promotional Credits Displays the promotional credits balance of the customer.
Unbilled Charges Displays the total unbilled charges for the customer.
Refundable Credits Displays the refundable credits balance of the customer.
Excess Payments Displays the total unused payments associated with the customer.
Currency The currency code (ISO 4217 format) of the coupon.

Invoices 

The available fields in the ‘Invoices' data source and their corresponding descriptions are listed below.

Field Description
Expected Payment Date Displays the expected payment date recorded for the invoice.
Paid On Timestamp indicating the date & time when the invoice was paid.
Invoice ID Displays the unique identifier of the invoice.
First Invoice Displays True if the invoice is a first invoice, false, if otherwise. In the case of a non-recurring invoice, it indicates the first invoice raised for the customer.
Amount To Collect Displays the rounded-off invoice amount.
Net D Displays the number of days within which the invoice has to be paid.
Next Retry On Timestamp indicating when will the next attempt to collect payment for the invoice will occur.
Dunning Status Displays the dunning status of the invoice. Possible values are in_progress, exhausted, stopped, success.
Currency The currency code (ISO 4217 format) of the invoice amount.
Total Tax Amount Displays the total tax amount for the invoice.
Tax Amount (Transaction Currency) Displays the total tax amount for the invoice in the transaction currency.
Write Off Amount Displays the amount written off against the invoice.
Is Recurring Invoice Displays ‘Yes' if the invoice is recurring, ‘No', if otherwise.
Amount Due Displays the total amount to be collected. This includes invoice's payments in progress.
Amount Adjusted Displays the total adjustments made against the invoice.
Round Off Amount Indicates the rounded-off amount.
Amount Paid Displays the total payments received for the invoice.
Advance Charges Boolean indicating any advance charge is present in this invoice.
Credits Applied Displays the total credits applied against the invoice.
Issued On Closing date of the invoice. Typically this is the date on which invoice is generated. If you have "wait & notify to send invoices enabled for usage based billing" , then the date displayed here will be different.
Due Date Displays the invoice Due Date.
Price Type The price type of the invoice. Possible values are tax_exclusive, tax_inclusive.
Status Displays the current status of this invoice. Possible values are paid, posted, payment_due, not_paid, voided, pending.
Total Invoiced amount in dollars.
Total (Transaction Currency) Invoiced amount in the transaction currency.
Po Number Displays the Purchase Order Number for this invoice.
VAT Number Displays the Vat Number.
Sub Total Displays the Sub total of the invoice.
Voided On Timestamp indicating the date & time the invoice got voided.

Orders 

The available fields in Orders and their corresponding descriptions are listed below.

Field Description
Order ID Unique identifier of an order.
Document Number Serial number of an order.
Status Current status of an order.
Reason Code Reason for an order cancellation.
Payment Status Indicates if the payment for an order is in a Paid or Not Paid status.
Order Type Indicates if an order type is Manual or System generated.
Price Type Indicates if the price of an order is Inclusive or Exclusive of tax.
Reference ID An ID used to refer to an order in a third-party application.
Fulfillment Status Status of an order in a third-party application.
Note Custom note added for an order.
Tracking ID An ID that is used to track the status of an order.
Batch ID An ID that is used to identify a group of orders.
Created By The source of order creation.
Shipment Carrier Details of the Shipment Carrier.
Currency Currency code of an invoice in ISO 4217 format.
Invoice Round Off Amount Total round off amount of an order's invoice.
Tax Amount Total tax amount of an order.
Amount Paid Total amount paid for an order.
Amount Adjusted Total amount adjusted for an order.
Refundable Credits Issued Total amount of refundable credits issued for an order.
Refundable Credits Total amount of credits refundable for an order.
Rounding Adjustment Provides information on the adjustment. If the value is $13.23 and they round off the final price to 13, then the adjustment here is -23 cents.
Order Date The date when the order was placed.
Shipping Date This is the date on which the order is/has to be shipped.
Paid On Date and time of invoice payment for an order.
Shipping Cut Off Date The time after which an order becomes unserviceable. need info
Created On Date and time when the order was created.
Last Status Update At Date and time of the last order update.
Delivered On Date and time of order delivery.
Shipping On Date and time of order shipment.
Canceled On Date and time when the order was cancelled.
Discount Amount Total amount of discount provided for an order.
Sub Total Sub total amount of an order.
Total Total amount charged for an order.
Total (Transaction Currency) Total amount charged in transaction currency for an order.
Is Gifted Indicates if the order is a gift or not.

Shipping First Name

First Name of the contact person to which the order is shipped.

Shipping Last Name

Last Name of the contact person to which the order is shipped.

Shipping Address Line 1

This is the line 1 of the Address to which the order is shipped.

Shipping Address Line 2

This is the line 2 of the Address to which the order is shipped.

Shipping City

This is the city to which the order is/has to be shipped.

Shipping State Code

This is the state code of the state to which the order is to be shipped.

Shipping State

This is the state to which the order is to be shipped.

Shipping Zip Code

This is the Zip code to which the order is to be shipped.

Shipping Country

This is the Country to which the order is to be shipped.

Shipping Address Validation Status

This is the status of validation of the address to which the order is to be shipped.

Payments 

The available fields in the ‘Payments' data source and their corresponding descriptions are listed below.

Field Description
Fraud Flag Indicates whether or not the transaction has been identified as fraudulent. Possible values are safe, suspicious,fraudulent.
Gateway Transaction ID Displays the ID with which this transaction is referred by the gateway.
Gateway Account ID Displays the gateway used for the transaction.
Masked Card Number Displays the masked card number used for the transaction. Applicable only for 'Card' Payment Method.
Capturable Amount Displays the unused but authorized amount present for this transaction. Applicable only for Authorization transactions.
Unused Amount Displays the unused amount present for this transaction. Applicable only for Payments.
Authorization Reason Code TDisplays the type of authorization. Possible values are blocking_funds, verification.
Settled On Displays the time at which the final status of the transaction has been marked.
Reference Authorization ID Displays the original authorization transaction id that got captured. Applicable only for payment transactions.
Amount Displays the amount for the transaction.
Amount (Transaction Currency) Displays the amount in the specified transaction currency for the payment.
Reversal Transaction ID Displays the reversal transaction id. Applicable only for payment transactions.
Voided On Timestamp indicating when the payment was voided or authorization expired at gateway.
Payment Gateway Gateway through which this transaction was done. Applicable only for 'Card' Payment Method.
Error Code Displays the Error code received from the payment gateway on failure.
Status Displays the status of this transaction. Possible values are in_progress, success, voided, failure, timeout, needs_attention.
Currency The currency code (ISO 4217 format) for the transaction.
Reference Number Displays the reference number for the transaction. e.g check number in case of 'check' payments.
Type Displays the type of the transaction. Possible values are authorization, payment, refund, payment_reversal.
Transaction Date Indicates when this transaction occurred.
Fraud Reason Displays the description why the transaction was marked as fraud/suspicious.
Transaction ID Displays the transaction ID.
Payment Method Displays the Payment Method of this transaction. Possible values are card, cash, check, chargeback, bank_transfer, amazon_payments, paypal_express_checkout, direct_debit, alipay, unionpay, apple_pay, wechat_pay, ach_credit, sepa_credit, other.

Products 

The available fields in Products and their corresponding descriptions are listed below.

Field Description
Plan Name The display name of the plan.
Plan Period Displays the period of the plan.
SKU Displays the Product name/code used in your third party accounting application.
Price The price of the plan.
Account Code Displays the Account code of the plan used for integration purposes.
Invoice Name Displays the invoice name.
Plan Currency The currency code (ISO 4217 format) of the plan.
Free Quantity Displays the number of free units.
Pricing Model Displays the pricing model.
Tax Code Displays the tax code in case of Avalara integration.
Trial Period Unit Displays the unit for the trial period. Possible values are day and month.
Enabled in Self-Serve Portal Displays ‘Yes' if the customers can change their subscription using the self serve portal. Displays ‘No', if otherwise.
Taxable Displays ‘Yes' if the plan is taxable, ‘No', if otherwise.
Status Displays the status of the plan. Possible values are active, archived.
Charge Type Displays if the charges are recurring, or non-recurring.
Plan Setup Fee Displays the one time set up free.
Trial Period Displays the trial period for the plan/add-on.
Product Type Displays if the product type is a plan or add-on.
Accounting Category 1 Displays the name of the category of your product in Xero. If you've integrated with QuickBooks, this will be the "Class". Uses the format "<Category>:<Name>". E.g. "Region: North".
Accounting Category 2 Displays the name of the category of your product in Xero. Uses the format<Category>:<Name>". E.g. "Region: North".
Billing Cycles The number of billing cycles the subscription is active.
Billing Frequency Unit Defines billing frequency in association with billing period. Possible values are week, month, year.
Enabled in Hosted Pages Displays True if checkout through plan specific URL is enabled. Displays False if otherwise.

Refunds 

The available fields in the ‘Refunds' data source and their corresponding descriptions are listed below.

Field Description
Currency The currency code (ISO 4217 format) for the transaction.
Amount Displays the amount refunded for the transaction.
Amount (Transaction Currency) Displays the amount in the specified transaction currency for the refund.
Status Displays the status of the transaction. Possible values are in_progress, success, voided, failure, timeout, needs_attention
Transaction ID Displays the transaction ID.
Settled On Indicates the time at which the final status of the transaction has been marked.
Gateway Account ID Displays the gateway account used for the transaction.
Payment Method Displays the Payment Method of the transaction. Possible values are card, cash, check, chargeback, bank_transfer, amazon_payments, paypal_express_checkout, direct_debit, alipay, unionpay, apple_pay, wechat_pay, ach_credit, sepa_credit, other.
Transaction Date Indicates when this transaction occurred.
Fraud Flag Indicates whether or not the transaction has been identified as fraudulent. Possible values are safe, suspicious, fraudulent.
Type Displays the type of the transaction. Possible values are authorization, payment, refund, payment_reversal.
Payment Gateway Displays the gateway through which the transaction was done. Applicable only for 'Card' Payment Method. Possible values are chargebee, stripe, braintree, authorize_net, paypal_pro, pin, eWay, eway_rapid, worldpay, balanced_payments, Bambora, Bluepay, elavon, first_data_global, hdfc, migs, nmi, ogone, paymill, paypal_payflow_pro, sage_pay, tco, amazon_payments, paypal_express_checkout, gocardless, adyen, orbital, moneris_us, moneris, bluesnap, cybersource, vantiv, not_applicable.
Masked Card Number Displays the masked card number used for the refund transaction. Applicable only for 'Card' Payment Method.
Reference Number Displays the reference number for the transaction. e.g check number in case of 'check' payments.
Voided On Timestamp indicating when the payment was voided or authorization expired at gateway.
Gateway Transaction ID Displays the ID with which this transaction is referred in gateway.
Reference Payment ID Displays the reference payment ID. Applicable only for refund and reversal transactions.
Error Code Displays the Error code received from the payment gateway on failure.
Fraud Reason Displays the reason why the transaction was marked as fraud/suspicious.

Subscriptions 

The available fields in Subscriptions and their corresponding descriptions are listed below.

Field Description
Canceled On Time at which subscription was cancelled or is set to be cancelled.
Reason Code Reason code for cancellation. Available options are Not Paid, No Card, Fraud Review Failed, Non Compliant EU Customer, Tax Calculation Failed, Currency incompatible with Gateway, Non Compliant Customer.
Plan Quantity Displays the plan quantity for the subscription.
Currency The currency code (ISO 4217 format) of the subscription.
Subscription Billing Period Displays the billing period for the subscription
Current Plan The name of the current plan associated with a subscription.
Recurring Discount MRR Recurring discount amount associated with a subscription.
Current Billing Term Start Date Start of the current billing term.
Auto-Collection Defines whether payments need to be collected automatically for this subscription. Overrides customer's auto-collection property.Available options are:On - Whenever an invoice is created for this subscription, an automatic charge will be attempted on the payment method available.Off - Automatic collection of charges will not be made for this subscription. All payments must be recorded offline
Trial End End of the trial period for the subscription. Presence of this value for 'future' subscription implies the subscription will go into 'trial' state when it starts.
Billing Frequency Displays the billing period of the subscription.
Total Amount Due Total invoice due amount for the subscription. Note: Not supported if consolidated invoicing is enabled or when the subscription is for the customer who is in hierarchy and the parent of this customer owns and pays for the invoices of the subscription.
Activated On Time at which the subscription moved from 'In_trial' state to 'Active' state.
Next Billing On The next billing date.
Due Invoices Total number of invoices that are due for payment. Note: Not supported if consolidated invoicing is enabled or when the subscription is for the customer who is in hierarchy and the parent of this customer owns and pays for the invoices of the subscription
Subscription ID Unique identifier for a subscription.
Created From IP Address The IP address of the user. (Primarily used by refersion integration to track/log affiliate subscription.)
Initial Plan Name The name of the first plan associated with a subscription.
Subscription Start Date Displays the subscription start date. Will be null for 'future' subscriptions as it is yet to be started.
Subscription Status Current status of the subscription.
Currency The currency code (ISO 4217 format) of the subscription.
Remaining Billing Cycles The total number of billing cycles for the subscription.
Current Billing Term End Date End date of the current billing term.
Current Plan Unit Price Displays the unit price for the subscription. (In case the price is overridden, then that amount will be displayed)
Trial Period Start Date Start of the trial period for the subscription. Presence of this value for 'future' subscription implies the subscription will go into 'trial' state when it starts.
Payment Source Unique identifier of the payment method attached to the subscription.
Current Subscription Plan Free Quantity Displays the number of free units for the subscription
Due Since Displays the number of days/date the payment is due. Note: Not supported if consolidated invoicing is enabled or when the subscription is for the customer who is in hierarchy and the parent of this customer owns and pays for the invoices of the subscription.
Future Subscription Start Date The start date for future subscription.
Initial Active Plan The name of the first active plan associated with a subscription.
Created On Subscription created time.
PO Number Purchase Order Number for the invoice.
Current Subscription Setup Fee The set up associated with the subscription.
Scheduled Changes Displays true if there are changes scheduled for the next renewal.
Current MRR Displays the current monthly recurring revenue of the subscription.
Current MRR (Transaction Currency) Displays the current monthly recurring revenue of the subscription in the specific transaction currency.
Committed CMRR (Monthly Recurring Revenue) Displays the committed monthly recurring revenue for the future period.
Discount CMRR (Committed Monthly Recurring Revenue) Displays the committed monthly recurring discount amount.
Has scheduled advanced invoices Generate invoices in advance for an upcoming renewal or set of renewals. You can set up a plan from when advance invoices start generating for the lifetime subscription.
Offline payment method Displays the preferred offline payment method for the subscription. Possible values are : no_preference, cash, check, bank_transfer, ach_credit, sepa_credit.
Free period Displays the period for which the subscription is free-of-charge.
Free period unit Defines additional free period in association with the billing period.
Auto close invoices Set to false to override for this subscription, the site-level setting for auto-closing invoices. Only applicable when auto-closing invoices has been enabled for the site. This attribute has a higher precedence than the same attribute at the customer level.
Pause Date When a pause has been scheduled, it is the date/time of scheduled pause. When the subscription is in the paused state, it is the date/time when the subscription was paused.
Resume date For a paused subscription, it is the date/time when the subscription is scheduled to resume. If the pause is for an indefinite period, this value is not returned.
Cancellation Initiated date This is the date/time at which the most recent cancellation schedule for the subscription was created in Chargebee. Applicable only for cancelled subscriptions or subscriptions that are scheduled for cancellation.

Multientity Datasources 

Field

Description

Entity ID

Unique ID of the entity.

Entity Name

Name of the entity.

Product Family 

Field Name

Description

Product Family Name

Name of Product family.

Product Family ID

ID of the Product family.

Product Type

Type of product. It can be plansaddons, or charges.

Product Group

Custom field mapped to any column like plansaddons, or charges.

Internal Product Name

The internal name is provided to identify product type plansaddons, or charges.

External Product Name

Reference used by Chargebee to identify product type plansaddons, or charges.

Product ID

ID of the particular product type plansaddons, or charges.

External Price Point Name

External name is used for display in invoicesquotescheckout, and the self-serve portal.

Internal Price Point Name

The internal name is provided to identify a product type price point.

Price Point ID

Reference used by Chargebee to identify this plan price point.

Price Point Billing Frequency

Frequency of billing of a product type price point (For example. Every three months)

Price Point Period

Number of months/years/days of a particular product type price point

Price Point SKU

The Product name/code used in third-party accounting applications.

Metered Product Type

A boolean field displaying if a product type is metered or not.

Product Type Price Point

Actual Price offered as a particular price point set for the product type - plan/add-on/charge for example, 20$ for a monthly plan.

Price Point Accounting Code

The account code of the plan price point is used for integration purposes.

Price Point Accounting Class

The account code of the plan price point is used for integration purposes.

Price Point Currency

Currency set for a particular plan price point.

Price Point Free Quantity

Free quantity set for a particular plan price point

Price Point Pricing Model

Pricing model of a plan price point. For example, per unit, flat fee, and so on.

Price Point Tax Code (HSN)

Tax code at the plan price point in case of Avalara integration.

Displayed in Self-Serve Portal

Value is True if checkout through a product type-specific URL is enabled. Value is False otherwise.

Taxable Price Point

The value is Yes if the product type price point is taxable, or No otherwise.

Product Type Status

The status of the product type. Possible values are active and archived.

Product Price Point Status

The status of the product type price point. Possible values are active and archived.

Charge Type

Displays if the charges are non-recurring. With PC2.0, it can be charge(pre-configured) or quick charge(ad-hoc line item).

Price Point Trial Period Unit

The unit for the trial period for a particular product type price point. Possible values are day and month.

Price Point Trial Period

The trial period is set for the plan price point.

Price Point Accounting Category 1

Displays the name of the category of your product type price point in Xero. If you've integrated with QuickBooks, this will be the Class. Uses the format "<Category>:<Name>" for example, "Region: North".

Price Point Accounting Category 2

Displays the name of the category of your product type price point in Xero. Uses the format"<Category>:<Name>" for example, "Region: North."

Price Point Billing Cycles

Billing cycles are set at the product type price point level.

Displayed in Checkout

Value is True if checkout through a product type-specific URL is enabled. Value is False if otherwise.

<Per the Custom Fields name>

Any custom fields created in PC 2.0 for any item, item family, or item price should be shown according to the same logic in PC 1.0.

Subscription Contract Terms 

Field Description

Action At Term End

When the contract term is completed, action will be taken. Possible values are renew, evergreen, cancel, and renew_once.

Cancellation Cut-Off Period

The number of days before the contract end date, during which the customer is barred from canceling the contract term via the Self-Serve Portal.

Subscription ID

The ID of the subscription for which this contract term is for.

Status

Status of the contract. Possible values are active, completed, canceled, and terminated.

Remaining Billing Cycles

The number of subscription billing cycles remaining after the current one for the contract term.

Customer ID

Customer ID associated with the contract.

Currency Code

Currency in which the contract is set up.

Created At

Date of creation of the contract term.

Contract Start Date

Start date of the contract term.

Contract ID

Unique ID of the contract term.

Contract End Date

End date of the contract term.

Contract Billing Cycle

The number of billing cycles of the subscription that the contract term is for.

Total Contract Value

The sum of the total of all the invoices raised as part of the contract term. For active contract terms, this is a predicted value. The value depends on the type of currency. If the subscription was imported with the contract term, then this value includes the value passed for the total_amount_raised.

Invoice Line Items 

The available fields in the ‘Invoice Line Items' datasource and their corresponding descriptions are listed below.

Field Description
Item Level Discount Amount Displays the Item level discount in cents.
Tax Rate Displays the tax rate for the line item.
Unit Amount Displays the unit amount of the line item.
Date From Displays the start date of the invoice.
Tax Amount Displays the tax amount charged.
Tax Amount (Transaction Currency) Displays the tax amount charged for the item in the transaction currency.
Is Taxed Specifies whether this line item is taxed or not.
Tax Exempt Reason Displays the reason or category due to which the line item price/amount is excluded from the taxable amount.
Description Displays the detailed description about this line item.
Quantity Displays the quantity of the recurring item which is represented by this line item.
Currency The currency code (ISO 4217 format) for the line item.
Line Item ID Uniquely identifies a line_item.
optional, string, max chars=40
Discount Amount Displays the total discount amount.
Amount Displays the total amount of the line item. (Typically equals to unit amount x quantity.)
Amount (Transaction Currency) Displays the total amount of the line item in the transaction currency.
Date To Displays the end date of the Invoice line item.
Is Metered Displays if metered billing is enabled or not.
Invoice Date Displays the date when the invoice was raised.

Credit Note Line Items 

The available fields in the ‘Credit Note Line Item' data source and their corresponding descriptions are listed below.

Field Description
Currency The currency code (ISO 4217 format) for the line item.
Date To Displays the end date of the line item.
Credit Note Date Displays the date the Credit Note is issued.
Unit Amount Displays the unit amount of the line item.
Line Item ID Uniquely identifies a line_item.
Tax Rate Displays the rate of tax for the line item.
Date From Displays the start date of the line item.
Tax Exempt Reason The reason or category due to which the line item price/amount is excluded from taxable amount.
Item Level Discount Amount Displays the Item level discount.
Is Taxed Specifies whether this line item is taxed or not.
Amount Total amount of this line item. (Typically equals to unit amount x quantity.)
Amount (Transaction Currency) Total amount of this line item in the transaction currency.
Tax Amount Displays the tax amount charged for the item.
Tax Amount (Transaction Currency) Displays the tax amount charged for the credit note line item in the transaction currency.
Description Displays the detailed description about the line item.
Discount Amount Displays the total discounts for the line.
Quantity Displays the quantity of the recurring item which is represented by this line item.

Monthly Subscription History 

The available fields in the ‘Monthly Subscription History' data source and their corresponding descriptions are listed below.

Field Description
Discount MRR The Discount MRR associated with a specific subscription in a past time period.
Discount MRR (Transaction Currency) The Discount MRR associated with a specific subscription in a specific transaction currency.
Currency The currency attached to a subscription for a given time period.
Impact Status The status of MRR (new/expansion/contraction etc) for a given time period.
Impact Sub status The sub status (upgrade/downgrade/cancellation etc) for a given time period.
MRR Historical MRR associated with a subscription for a given period.
MRR (Transaction Currency) MRR associated with a subscription in a specific transaction currency.
Subscription Status The subscription status associated with a subscription (active/cancelled/trial/paused) for a given time period.
Change Date The date of change in MRR for a subscription for a given time period.
MRR Impact The change in MRR between chosen points in time (Weekly, Monthly, Yearly).
ARR (Monthly) Historical ARR associated with a subscription for a given period.
Discount ARR The Discount ARR associated with a specific subscription for a given period.
ARR Impact The change in ARR for a given period.

Yearly Subscription History 

The available fields in the ‘Yearly Subscription History' data source and their corresponding descriptions are listed below.

Field Description
Discount MRR (Yearly) The Discount MRR associated with a specific subscription in a past time period.
Currency The currency attached to a subscription for a given time period.
Impact Status The status of MRR (new/expansion/contraction etc) for a given time period.
Impact Sub status The sub status (upgrade/downgrade/cancellation etc) for a given time period.
MRR Historical MRR associated with a subscription for a given period.
Subscription Status The subscription status associated with a subscription (active/cancelled/trial/paused) for a given time period.
Next Billing Amount (Transaction Currency) Displays the next billing amount in the specified transaction currency.
Change Date The date of change in MRR for a subscription for a given time period.
MRR Impact The change in MRR between chosen points in time. (Weekly, Monthly, Yearly).
ARR Historical ARR associated with a subscription.
ARR (Transaction Currency) ARR associated with a subscription in the specified transaction currency.
Discount ARR The Discount value associated with a specific subscription for historic time period(yearly).
Discount ARR (Transaction Currency) Discount ARR associated with a subscription in the specified transaction currency.
ARR Impact The change in ARR between chosen time periods(Yearly).

Custom fields 

Any custom field created in Chargebee will be directly available in the corresponding data source it is created in. Refer to this page for more information.

Monthly Component History 

The available fields in the ‘Monthly Component History' data source and their corresponding descriptions are listed below.

Fields

Definition

ARR

Historical ARR associated with a subscription for a given period.

ARR (Transaction Currency)

ARR associated with a subscription in the specified transaction currency.

Change date

The date of change in MRR for a subscription for a given time period.

Currency

The currency attached to a subscription for a given time period.

Discount ARR

The Discount value is associated with a specific subscription for historic time period(yearly).

Discount ARR (Transaction Currency)

Discount ARR associated with a subscription in the specified transaction currency.

Discount MRR

The Discount MRR associated with a specific subscription in a past time period.

Discount MRR (Transaction Currency)

The Discount MRR associated with a specific subscription in a specific transaction currency.

Exchange Rate

Exchange rate used for base currency conversion.

MRR

Historical MRR associated with a subscription for a given period.

MRR (Transaction Currency)

MRR associated with a subscription in a specific transaction currency.

Quantity

Displays the quantity of the recurring item which is represented by this line item.

Status

Displays the status of the transaction. Possible values are in_progress, success, voided, failure, timeout, needs_attention

Additionally, we have the following metrics available in the Monthly Component History in Visual reports.

The Visual Reports feature is currently in early access. Contact Us to join the Early Adopter Program and enable this feature.

Metric (fx)

Definition

Activations

Number of subscriptions that were activated in a particular period and had a particular Plan or Addon (Recurring / Non Recurring) at the time of activation.

Active Paid Subscriptions

Number of paid subscriptions that had their status as Active as of the analysis period and had a particular plan or Addon (Recurring / Non Recurring) as of the specific period.

Active Subscriptions

Number of Paid / Not Paid subscriptions that had their status as Active as of a specific period and had a particular plan or Addon (Recurring / Non Recurring) as of the specific period.

Average Revenue per Paid Subscription

Total MRR contributed by a specific plan / Addon (Recurring / Non Recurring) per paid subscription in a specific period.

Average Revenue per subscription

Total MRR contributed by a specific plan / Addon (Recurring / Non Recurring) per subscription in specific period.

Overall Subscription Churn

Number of subscriptions that were cancelled in specific period and had a specific plan / Addon (Rec

Paid Subscription Churn

Total number of Paid Subscription cancellations.

Total MRR

Total Monthly Recurring Revenue earned from Subscription.

Total Subscription Quantity

Displays the total quantity for the subscription.

Yearly Component History 

The available fields in the ‘Yearly Component History' data source and their corresponding descriptions are listed below.

Fields

Definition

ARR

Historical ARR associated with a subscription for a given period.

ARR (Transaction Currency)

ARR associated with a subscription in the specified transaction currency.

Change date

The date of change in MRR for a subscription for a given time period.

Currency

The currency attached to a subscription for a given time period.

Discount ARR

The Discount value is associated with a specific subscription for historic time period(yearly).

Discount ARR (Transaction Currency)

Discount ARR associated with a subscription in the specified transaction currency.

Discount MRR

The Discount MRR associated with a specific subscription in a past time period.

Discount MRR (Transaction Currency)

The Discount MRR associated with a specific subscription in a specific transaction currency.

Exchange Rate

Exchange rate used for base currency conversion.

MRR

Historical MRR associated with a subscription for a given period.

MRR (Transaction Currency)

MRR associated with a subscription in a specific transaction currency.

Quantity

Displays the quantity of the recurring item which is represented by this line item.

Status

Displays the status of the transaction. Possible values are in_progress, success, voided, failure, timeout, needs_attention

Additionally, we have the following metrics available in the Yearly Component History in Visual reports.

The Visual Reports feature is currently in early access. Contact Us to join the Early Adopter Program and enable this feature.

Metric(fx)

Definition

ARR

Historical ARR associated with a subscription for a given period.

ARR (Transaction Currency)

ARR associated with a subscription in the specified transaction currency.

Change date

The date of change in MRR for a subscription for a given time period.

Currency

The currency attached to a subscription for a given time period.

Discount ARR

The Discount value is associated with a specific subscription for historic time period(yearly).

Discount ARR (Transaction Currency)

Discount ARR associated with a subscription in the specified transaction currency.

Discount MRR

The Discount MRR associated with a specific subscription in a past time period.

Discount MRR (Transaction Currency)

The Discount MRR associated with a specific subscription in a specific transaction currency.

Exchange Rate

Exchange rate used for base currency conversion.

MRR

Historical MRR associated with a subscription for a given period.

MRR (Transaction Currency)

MRR associated with a subscription in a specific transaction currency.

Quantity

Displays the quantity of the recurring item which is represented by this line item.

Status

Displays the status of the transaction. Possible values are in_progress, success, voided, failure, timeout, needs_attention

Order Line items 

The available fields in the ‘Order Line items' data source and their corresponding descriptions are listed below.

Field

Description

Line item Id

Uniquely identifies a line_item.

Unit price

Displays the unit price for the subscription.

Description

Displays the detailed description about this order line item.

Amount

Displays the total amount of the order line item. (Typically equals to unit amount x quantity.)

Fulfillment Quantity

Displays the quantity of the recurring item which is represented in this order line item.

Fulfillment Amount

Displays the fulfillment amount of the order line item.

Tax Amount

Displays the total tax amount for the ordered line item in the transaction currency.

Amount Paid

Total amount paid for an order line item.

Amount Adjusted

Total amount adjusted for an order line item.

Refundable Credits Issued

Total amount of refundable credits issued for an order line item.

Refundable Credits

Total amount of credits refundable for an order line item.

Is Shippable

Displays ‘Yes' if the order line item is shippable , ‘No', if otherwise.

SKU

Displays the Order line item name used in your third party accounting application.

Status

Displays the status of the order.

Entity Type

Displays the type of order.

Discount amount

Displays the total discount amount.

Item level discount amount

Displays the Item level discount.

Metrics available within data sources in Visual reports 

Resource

Metrics (fx)

Subscriptions

Signups

Monthly Subscription History

Activations

Active Paid Subscriptions

Active Subscriptions

Average Revenue per Paid Subscription

Average Revenue per Subscription

Cancellation ARR

Cancellation MRR

Cancellation MRR Rate

Downgrade ARR

Downgrade MRR

Downgrades

Expansion ARR

Expansion MRR

Free To Paid ARR

Free To Paid MRR

Free to Paid Subscriptions

Gross MRR Churn

Gross MRR Churn Rate

Lifetime Value of Paid Subscriptions

Net ARR Growth

Net MRR Churn Rate

Net MRR Growth

New ARR

New MRR

New Paid Subscriptions

New Subscriptions

Overall Subscription Churn

Paid Subscription Churn

Paid Subscription Churn Rate

Paid Subscription Lifetime

Reactivation ARR

Reactivation MRR

Reactivations

Resumed MRR

Subscriptions Churn

Subscriptions in Trial

Total ARR

Total Churn Rate

Total MRR

Total MRR Impact

Upgrade ARR

Upgrade MRR

Upgrades

Monthly Component History

Activations

Active Paid Subscriptions

Active Subscriptions

Average Revenue per Paid Subscription

Average Revenue per Subscription

Overall Subscription Churn

Paid Subscription Churn

Total MRR

Total Subscription Quantity

Yearly Subscription History

Activations

Active Paid Subscriptions

Active Subscriptions

Average Revenue per Paid Subscription

Average Revenue per Subscription

Cancellation ARR

Cancellation MRR

Cancellation MRR Rate

Downgrade ARR

Downgrade MRR

Downgrades

Expansion ARR

Expansion MRR

Free To Paid ARR

Free To Paid MRR

Free to Paid Subscriptions

Gross MRR Churn

Gross MRR Churn Rate

Lifetime Value of Paid Subscriptions

Net ARR Growth

Net MRR Churn Rate

Net MRR Growth

New ARR

New MRR

New Paid Subscriptions

New Subscriptions

Overall Subscription Churn

Paid Subscription Churn

Paid Subscription Churn Rate

Paid Subscription Lifetime

Reactivation ARR

Reactivation MRR

Reactivations

Resumed MRR

Subscriptions Churn

Subscriptions in Trial

Total ARR

Total Churn Rate

Total MRR

Total MRR Impact

Upgrade ARR

Upgrade MRR

Upgrades

Yearly Component History

Activations

Active Paid Subscriptions

Active Subscriptions

Average Revenue per Paid Subscription

Average Revenue per Subscription

Overall Subscription Churn

Paid Subscription Churn

Total MRR

Total Subscription Quantity

Invoices

Billing

New Billing

Payments

Gross Cashflow

Refunds

Refunds

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