Chargify Business Intelligence enables you to create custom data exports, so exactly what you need is all in one place. This saves you the time of having to aggregate multiple exports together and reduces the file size, making it easier to work with.  To create a custom export, use the ‘Extraction’ analysis type. Extractions allow you to pick the ‘Properties to Extract’, apply filters, and set the timeframe. Each property can be dragged into the desired order. 

Once you have finished configuring the metric, you can preview a set number of records, download the result as a CSV, or extract the result to an email. Extractions can also be added to dashboards to serve as a drill down that provides the raw data of a chart as context.

Interested in getting access to Chargify Business Intelligence? Please reach out to your Customer Success Manager or support@chargify.com..

For more information on Chargify Business Intelligence, see our documentation here>

Chargify Business Intelligence allows you to share data and interactive dashboards with non-Chargify users so that key stakeholders get the insights they need. 

Sharing Dashboards 
There are two ways that you can share a dashboard outside the Chargify application:

• Public URL:  Making a dashboard public and sharing it will mean that anyone accessing it will be able to view the data and filter it via any added Filters or Date Pickers. The data is read only. 
• Embed HTML:  The second way to share public dashboards is by using the code snippet. For added security we recommend embedding this on web pages that have to be accessed with login credentials.

Exporting Data  
There are two ways that you can export data from Chargify:

• Extraction: The Extraction analysis type exports the raw data from the selected data source as a CSV. You can select the specific properties to export and apply filters to reduce the number of rows.
• Download Metric Result: The result of a Metric can be downloaded as a CSV, an Image, or JSON. This is the computed result and not the raw data. For raw data, you can run an Extraction.

Embedding HTML

Sharing a Public Link

Exporting Image, CSV, or JSON

Chargify Business Intelligence (BI) enables you to perform custom analysis on your Chargify data and align it to your reporting framework by creating metrics. Metrics query your data based on selectable parameters and return a visualization. Chargify BI offers 10 chart types with variants (e.g. stacked, grouped, percentage) allowing you to present your data in an easy-to-understand format.

You can quickly build metrics using our Explorer tool. Simply select the analysis to perform, the data to analyze, and the timeframe for the analysis. Then, add filters and groupings to uncover the granular, segmented insights you need to drive data-backed growth.

Metrics can be saved and easily run for a real-time view of your business. Add your saved metrics to a dashboard and then securely share information with key internal or external stakeholders.

Proforma invoices are an easy way to provide your customers with a preview of the upcoming charges and/or renewal of their subscription(s). After receiving valuable feedback from our users of proforma, we are happy to announce the extension of this functionality to Subscription Groups. 

You can now view and generate a proforma invoice prior to a group's next billing period, keeping you and the customer up-to-date on all of their consolidated subscriptions. If changes need to be made, just make the adjustments to the subscription and regenerate the proforma invoice with the new pricing. 

For more information on Proforma Invoices for Subscription Groups, see our documentation here>

Simplifying your customers billing is a necessary step in providing a delightful experience with your product. At Chargify, we love knowing our Subscriptions Group functionality provides an easy way to bill your customers when they have multiple subscriptions by consolidating invoices. We are excited to share a few enhancements to Subscription Groups, all thanks to the valuable feedback we have received from our customers! 

Chargify users will now be able to manage service credits and prepayments on the subscription group level, instead of the individual level. Additionally, users can now update the group payers payment profile and cancel an entire subscription group with one action. We hope this will save you time and energy in managing your customers' multiple subscriptions. 

For more information on these Subscription Group enhancements, see our documentation here>

The Explorer enables you to perform flexible analysis on your Chargify data by creating metrics. Metrics run queries on your data based on selectable parameters and return a visualization of the query result. These metrics can be saved, easily added to a dashboard, and then securely shared with key stakeholders.

To help you get started, Chargify Business Intelligence offers 24 out-of-the-box metrics. Out-of-the-box metrics provide a baseline and can be cloned and customized for additional granularity. You can also create custom metrics from scratch. 

Interested in getting access to Chargify Business Intelligence? Please reach out to your Customer Success Manager or support@chargify.com. 

Chargify Business Intelligence empowers your entire team to gain real-time, custom insights into any area of your product, application, or business. Powered by the same data engine backing Events-Based Billing, Chargify Business Intelligence brings an entirely new way to use tailored insights to advance your business. 

Build custom metrics to run granular analysis on your data, whether you’re tracking MRR movements, product adoption, or customer churn trends. Then, add relevant metrics to a dashboard with our drag-and-drop tool, and securely share your insights with anyone you choose. Finally, stream third party data in to Chargify Business Intelligence to get a single source of truth with a 360 degree view of your business.

Make solid, data-backed decisions more quickly than ever before. Now with Chargify Business Intelligence. Interested in getting access to Chargify Business Intelligence? Please reach out to your Customer Success Manager or support@chargify.com.

For more information on Chargify Business Intelligence, see our documentation here>

Having the continuity with your historical data for your customers in a single system makes your life easier by providing "the big picture" on your subscriber base. Because of this, we are excited to announce that we have hit another milestone on our product roadmap to import your historical data into Chargify. 

You now have the ability to import cancelled subscriptions. Importing cancelled subscriptions can be done either through the UI with a CSV or via the API. Once imported, you will be able to see all of the historic cancelled subscriptions on the Subscriptions Page (Billing > Subscriptions). 

For more information on the minimum requirements for creating cancelled subscriptions, see our documentation here>

For our API documentation on importing cancelled subscription, please click here>

Having a variety of flexible options when configuring your settings for your Salesforce integration is great and what's even better is being able to choose which ones you turn on/off. Because of this we are excited to announce our latest enhancement to the Salesforce integration, allowing you to enable an "Upgrade/Downgrade Oppty Amount Difference". 

Understanding not all of our customers manage their sales process the same, this new configuration setting will calculate the values on the opportunity based off the value of the original subscription to what it will be now (via upgrading or downgrading the subscription). There are 3 types of proration that will be available when upgrading/downgrading a subscription on an opportunity: 

• If “Preserve Period” is selected,  the normal next billing date will be respected;
• If “Include Trial” is selected, the new products trial will be included on the subscription;
• If “Include Initial” is selected, the setup fee will be included at the time of Upgrade/Downgrade

For more information on our Salesforce integration, see our documentation here>