Configuring data settings
You’ll need to be an Admin or Owner in ChartMogul to access and change your data settings.
Learn about data settings in ChartMogul and how to configure them.
Access the settings by navigating to Settings & Data > 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.
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.
Display customers by
Choose which data element ChartMogul displays as the customer’s name throughout the platform: Company name, Full name or Email address.
When a customer record lacks a value for the data element you select as your preferred customer name (e.g., the customer has a full name, but no company name), ChartMogul uses the following fallback plan:
| 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, other 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 chart with the Week measurement interval selected).
Record churn in your reports
This setting is available to Subscription Analytics users. Learn more about churn recognition.
Reclassify upgrades/downgrades that occur
This setting is available to Subscription Analytics users. Learn more about reclassification of subscription activity.