Configuring data settings
ChartMogul's data settings let Admins and Owners configure account-wide preferences that control how subscription data is displayed and calculated across all reports.
Access the settings by navigating to Settings > Data and Integrations > Data Settings. Use the drop-downs to configure the following options:
- Display customers by
- Timezone
- Primary currency
- Start the week on
- Record churn in your reports
- Reclassify upgrades/downgrades that occur
Click SAVE CHANGES to apply your selections.
- Some accounts have an additional setting: Free customer handling.
- Read a separate article about data settings specific to Subscription Analytics.
Changing your data settings requires ChartMogul to recalculate and update data across your account. This process takes place in the background and typically completes within a few minutes.
How to set a default customer display name
Choose a default customer display name to be used in activities, movements, and customer lists: Company name, Full name or Email address.
When the preferred name is not available, ChartMogul uses a fallback:
| Displayed element | 1st Fallback | 2nd Fallback | 3rd Fallback |
|---|---|---|---|
| Company name | Full name | Email address | External IDs |
| Full name | Company name | Email address | External IDs |
| Email address | External IDs |
External IDs are unique identifiers from your billing system, such as a Billing System ID or Subscriber ID.
Timezone
Select an appropriate time zone for your account. ChartMogul uses this time zone for all dates and timestamps displayed throughout the platform.
Primary currency
Select a primary currency for your account. ChartMogul uses this currency to report revenue, calculate subscription metrics, and opportunity values.
ChartMogul displays the customer’s currency in brackets next to their MRR movements and transaction amounts (in email notifications, data tables and on their customer record) when a customer’s currency differs from your primary currency.
Read about ChartMogul’s support for 167 currencies and how we handle currency conversions.
Start the week on
Set the first day of your week to either Sunday or Monday. ChartMogul uses this day to calculate and present MRR metrics on a weekly basis (i.e., when viewing the report with the Week measurement interval selected).
How to configure churn recognition
ChartMogul offers three churn recognition options. Choose when to record churn:
- When a subscription is marked as canceled in the billing system
- At the end of the final subscription service period
- As soon as a customer schedules cancellation
Learn more about churn recognition.
How to reclassify upgrades and downgrades
By default, customers who buy two subscriptions at once get a New Business movement and an Expansion movement. Enable this setting to classify both as New Business instead.
Learn more about reclassification of subscription activity.
Free customer handling
This setting is available to some Subscription Analytics accounts created before January 30, 2025. Learn more about free customer handling.