UPDATE: For up-to-date information please visit our Data Export support documentation.
This is the second in a series of blog posts which will help you to get the most out of the data available in Chargify.
In our first “Chargify Reporting” blog post, we covered the export of customer and subscription data. You can also export your transaction data for any date range. With this transaction data, you can calculate payments and refunds over a given period, compare them with prior periods, analyze coupon or component usage, or list all credits and balance adjustments by subscription.
The transaction data available includes:
|Transaction ID||Customer name|
|Transaction date||Product ID|
|Type (charge, refund, payment, credit, etc)||Success (TRUE if payment is processed successfully, FALSE if not)|
|Memo||Kind (Initial, one-time, component, tax)|
|Amount in cents||Payment ID (unique identifier for refunds)|
|Ending balance in cents (remaining balance on the subscription after transaction is processed)||Gateway transaction ID (provided by your payment gateway)|
|Subscription ID||Customer organization|
|Customer ID||Gateway order ID (additional confirmation from your payment gateway)|
Under the Transactions tab, you can filter the export by date range and transaction types:
The Downloads page will refresh when your export is complete:
Once you have downloaded the file, you can open it with any spreadsheet software and manipulate the data by sorting and filtering columns. You can hide or delete columns or rows which you do not want to display.
In the example below, the export CSV was used to calculate the total payments for the last week in May:
The exported data can be used to create a number of basic reports:
- Revenue by product
- Cost of coupons redeemed
- Number of failed payments per subscription
- Total taxes charged
- Component charges by product
Each of these reports can help you manage a different aspect of your recurring revenue business such as measuring the effectiveness of the discounts you offer, planning for taxes owed and analyzing component charges.
Please let us know if we can help with these data exports by contacting Chargify support at firstname.lastname@example.org or by calling (800) 401-2414 or +1-617-249-4603 if you are outside of the US or Canada.
If there are any topics you would like us to cover in future reporting post, please let us know in the comments below.