Can I filter my reports? Also, how to export data and lists in CSV format?

Modified on: Wed, 26 Apr, 2023 at 8:42 PM

This article covers:
How to filter the Chargebee reports
How to export data in Chargebee?


Summary

To filter the reports, navigate to the Classic Reports tab and select the required report from the list. Click on the ‘Show Filter’ option and apply the desired filter criteria from the drop-down list.

Solution
Export Data

To export data Navigate to Settings > Import & Export Data > Export Data. You can export data for the below list of resources:

  • Invoices

  • Subscriptions

  • Transactions

  • Credit Notes

  • VIES Validation History

  • Orders

  • Product Catalog

You can also export the data from the resources page such as subscriptions, customers and plans as in the screenshot below:



Related articles and documentation:

Exporting data in Chargebee
What kind of reports does Chargebee offer?

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