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 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 analyze data at daily, weekly, monthly, quarterly, or yearly levels.
- Report-level filters and aggregations to analyze the data as per requirement.
- Date range filters to quickly filter and focus on the desired time period.
- Visualization 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 can 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 can 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 example, if you choose to add a report (Chart / Table) with Monthly granularity to your dashboard, by default, the report filtered with the last 12 months will be added. Refer to the table to understand the default time periods shown for various granularity selections.
- To view the report for a broader or past time range, such as a year or several years ago, click View Report and choose a time period like Last 4 Years or Last 4 Quarters instead of selecting a single quarter.
Visualization Switcher
There are multiple visualization options available to choose from. 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 advanced 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 with respect to the date range selected.
- Bar Chart - Bar chart (bar graph, column chart) is the approach to visualize impact for different categories.
- Line Chart - Line chart shows how a given metric changes over time. It displays the series of data points (called markers) connected by line 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 understand the impact of different categories within a report. You can choose to visualize your data as an Area Spline (curved area) or a simple area chart.
- Table - The table visualization helps you visualize the data in a tabular format. Best suited for complex reports with multiple metrics and multiple dimensions. For example, Activation Lead Time Summary.
- Cohort: Cohort is a powerful visualization that helps you analyze a particular metric for a group of subscribers over time. This is enabled only for selected reports. For example, MRR Retention Cohort.
- Combo Chart: A combo chart helps you analyze multiple metrics in the same view across a single dimension. For example, Net MRR Growth.
The available visualization options and the default visualizations for each report vary according to the information being shown in the report. For example, a report such as 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 such as Total MRR by plan (Default: Spline Chart) representing one metric across two dimensions such as time and plan, the Metric Summary option is disabled.
Add to dashboard
To add the reports to your dashboard, 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 if 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 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 report 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 the option to download the raw data is not available for all reports. For example, Net Billing, Net Cashflow, Total Subscription Quantity, etc.).
Report View
Reports Explorer provides options to help users perform a more detailed analysis on a specific report in its Report View. Using Report View, you can perform more advanced actions on the report and perform detailed analysis as per your requirement. For example, you can 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 visualization 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 following 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 a limited time period range for each report based on the granularity selected. The table below provides a summary of the maximum available data for each granularity in Reports Explorer.
The above time limits are also applicable when someone 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.
| Time Granularity | Description |
|---|---|
| DAILY | For past reports report preview shows values for last 30 days including today. For future reports, report preview shows values for the next 30 days including today. For instance if today is 15 October 2022 then,
|
| WEEKLY | For past reports report preview shows values for last 12 weeks including current week. For future reports, report preview shows values for next 12 weeks including current week. For instance if current week is 9 Oct 2022 - 15 Oct 2022 then,
|
| MONTHLY | Report preview show values for the last 12 months or next 12 months including current month based on whether it is a past or a feature report. |
| QUARTERLY | Report preview loads with the trend of values for the last 4 Quarters including latest quarter. |
| YEARLY | Report preview loads with the trend of values for the last 4 Years including latest year. |
If the time period selected by the user is within the selected granularity, Reports Explorer automatically intercepts this and provides an option to the user to switch to the closest available valid combination for the report.
Example
If you choose monthly granularity and the last 12 months as the time period for a chart visualization, the report loads with the last 12 months of data. Now let's say you select the last 30 days in the time period without changing the monthly granularity option, the report will load with the last 30 days of data aggregated at monthly granularity. However, since the last 30 days of data is best viewed at daily granularity, the user will be prompted to switch to the daily granularity option instead.
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.
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