Scope

I want Payments reports by Gateway account and Currency

How do I export reports by Payment Method?

How do I pull reports for bank transfer clients?

Can we export reports by Payment Gateway?

Summary

In Chargebee, you have Advanced filter options and search criteria using Gateway and Currency to filter reports as per your business requirements. To download these reports, use the export option in Chargebee. 

You can export invoices from the Invoices Index Page and Transactions Index Page. 

Solution

Invoices Index Page:

Navigate to Invoices & Credit Notes > Filter List > Transaction > Gateway. Select the gateway you would like to pull the report from, and if required, you can add an additional filter by currency, Click Add Filter List > Invoice > Currency and select the currency as per your requirement.

Note: With the recent UI enhancement, you can now scroll the index pages (Customers, Subscriptions, Invoices, and Credit Notes) vertically. Earlier, the pages were paginated, which may prolong your search; however, with the new enhancement, as you scroll down the list, it will load all other data on a single page, as highlighted below on the screenshot. Refer to this link for more information. 

Once you set the filter as per the payment gateway, click on Export > Export as CSV. Note, that this report will be available for 14 days under Settings > Import & Export data > Export data. You can also save the filter for future reference.

Transactions Index Page

Navigate from Logs > Transactions > Filter list > Transaction > Gateway & Filter list > Invoice > Currency.

Import & Export Data:

1. Transactions:

Similarly, you can perform the same action under Import & Export Data > Export Data > Transactions > Select criteria to export > Add Condition > Gateway & Add Condition > Currency

2. Invoices:

 Import & Export Data > Export Data > Transactions > Select criteria to export > Add Condition > Gateway & Add Condition > Currency

Then you can click on Preview to display the report and click on Export to download the file in CSV format. 

Reports by Payment Method

You can export reports by payment method as well. To export customers with the bank transfer payment method, navigate to Invoices & Credit Notes > Invoice Index Page > Transaction > Payment Method > is > Bank Transfer > Apply Filter. Then click Export to download the report.

You can also export it from the Transactions Index Page in reference to transactions.

Related Documentation

What gateways does Chargebee support?

Where can I view and manage my invoices for my Chargebee site/account?