Business Intelligence Custom Data Exports

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>

Sharing Data from Business Intelligence

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

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: Creating a Metric from Scratch

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.

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: Dashboard Creator

On May 4th, we released Chargify Business Intelligence (BI), providing our customers with the most powerful reporting and analytics tool seen in the recurring billing space. We will continue to bring you frequent updates on the robust functionality BI offers you and your team. This week, we are talking about the Dashboard Creator, a tool that allows you to build interactive dashboards using your saved metrics.

The Dashboard Creator enables you to create custom dashboards and securely share them with key stakeholders. To help you get started, Chargify Business Intelligence provides 7 out-of-the-box dashboards tailored by user (e.g. Executive, Finance, Customer Success). These dashboards can be cloned and customized to align with your organization's reporting framework.

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 Dashboards, see our documentation here>

Chargify Business Intelligence: Explorer & Out-of-the-Box Metrics

Last week, we released Chargify Business Intelligence (BI), providing our customers with the most powerful reporting and analytics tool seen in the recurring billing space. To show you our excitement with our latest release, we will be bringing you frequent updates on the robust functionality BI offers you and your team. This week, we are talking about the Explorer, a tool that allows you to create, save, and manage custom metrics.

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

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

Introducing Chargify Business Intelligence

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>

Importing of Cancelled Subscriptions

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>

Happy 1 Year Anniversary! Events-Based Billing at Chargify

It’s time to celebrate! Events-Based Billing was launched one year ago, and we are thrilled to see the value it is bringing many of our customers. Events-Based Billing is the future of usage-based and metered billing, allowing for the most complex SaaS billing models to take form.Since its initial launch, we have received lots of feedback and have made enhancements:
  • Introduced Multi-Attribute Rating
  • Invoice Template Updates 
Multi-Attribute Rating allows you to dynamically create segments from your events and define targeted pricing for each segment. This  enables increased price flexibility and invoice clarity, which in turn, prevents catalog bloat.

The invoice template was updated to clearly outline how your customers are charged for the value they receive. A new “Usage Details” section is included at the bottom of the invoice detailing both the amount consumed and unique price for each applied rate. 

With Events-Based Billing, your customers see exactly what they’re being billed for, even in the most complex pricing scenarios. Your applications’ usage data is ingested by Chargify in real time, allowing you to offer the ultimate customer-centric billing model. To learn how to start using Events-Based Billing today, please contact Chargify Support or your Customer Success Manager. 

For more information on Events-Based Billing, see our documentation here>

New Way to Stream Data into Chargify for Events-Based Billing

Event-driven architectures are crucial for enabling real-time, personalized product experiences and we believe they are the future of modern B2B SaaS applications. For organizations that are already events-based, we’ve introduced a simpler method to send data to Chargify via our Kafka Inbound Cluster. From there, you can use this data to build complex, value-based pricing models which charge your customers for exactly what they use—linking the value you provide to the invoice they receive.

For more information on streaming data from Kafka-based event pipelines to Chargify for Events-Based Billing, see our documentation here>

Multi-Attribute Pricing on Events-Based Billing

Charging based on value is something we believe strongly in and are excited to announce that you can get even more granular with how you price and bill based on events. Previously, it was possible to bill on events and then vary the price based on 2 additional pieces of data (or attributes). This has now been updated to 4. 

For example, if you were billing based on messages sent through your platform, you could track "origin", "destination", "message type", and "data size" in addition to configuring different rates for every permutation of those attributes.  

Try Events-Based Billing today and see for yourself the sophisticated granularity you can achieve with it. For more information on Events-Based Billing, see our documentation here>

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