Building Reports
Overview
ChargeOver offers many built-in standard reports, but you can also build and save your own reports too.
Building your own reports can be helpful for things like:
- Reporting on revenue per sales rep, product, or any other custom field in ChargeOver
- Finding subscriptions which match some custom criteria
- Monitoring for problems (schedule a custom report to alert you when an undesirable situations arrives)
Building Custom Reports
To build a custom report, start with an existing report, and filter it to show the records you're looking for.
Click the
Enter a name and description for your new report, review the filters and any
subtotals, and then click the
Other people on your team may view this report, so make sure the name and description are something that will be helpful to them.
Your report will be saved, and anyone with access to the Report Center in
ChargeOver can use the report.
Filters
Filters you saved are pre-applied to your report when you view it.
For example, if you the report you saved was filtered by a date range of
Dec 1, 2023 to March 15, 2024, then the report will only show records that
fall in that date range. Anyone who uses the report will be able to apply
additional filters on top of that, but the report will never show anything
outside of the date range you saved it with.
Columns
You can toggle individual columns on or off on your report, just like you can on other reports in ChargeOver.
The columns available to you will be the same columns available on the report you started building from.
Group By and Subtotals
When you build the report, you can optionally group or subtotal the report by one or two columns. Grouping the report will break the report into sections by the values in the column you choose, and subtotal any numeric fields.
For example, if you report on invoices, and chose to group by the
Bill State/Province field, you'll see headings for each state or province at
the top of each group, and subtotals for each state or province at the bottom of
each group.
Viewing Custom Reports
All saved reports can be found in the Report Center within ChargeOver.
When you view a saved report, you can use the Build tab to see how the report
is structured.
Updating a Report
Once a saved report is created, it cannot be edited/changed. (We hope to improve this in the future!)
You can always delete the report and build a new one.
Delete a Report
Use the
Can You Build Me a Custom Report?
We'd be happy to build a custom report for you!
Often, the fastest way to provide these details to us is for you to mock-up your report in Excel or a Google spreadsheet.
If that's easy for you to do, please send that to us.
Info We Need
To build you a custom report, we need to know a few different things, at a minimum.
- What this report should be called/named
- The specific fields/columns you want on the report
- Any totals/averages/etc. you want included
- If there is any filtering you need done (e.g. only show active subscriptions, or only paid invoices) please specify those
- Please be specific as to exactly which fields you're looking for (e.g. don't just put "Date" as a column, because I won't know if you mean the invoice date, or the payment date, or the subscription create date, or etc. etc. etc.)
What You Need to Know
- The custom report will be available to view at any time via the
Report Center - You will be able to schedule the report to be sent to you via email like any
other report, using the
Schedule button - You will be able to export the report to CSV/Excel at any time via the
Report Center - You will be able to ask for any adjustments or changes that need to be made to your report at anytime
Please contact us to get the custom report process started.
- Typical turn-around time for custom reports is 2 to 3 weeks. If you have a deadline, please let us know!
- The more detail you give us, the better. The more we understand what you need, the quicker we can get the report built!