Reporting Ideas

Share your Reporting Ideas Here

New Idea
krue New Student

New Student

We would like the option to change the "from" address for scheduled reporting from "support@zuora.com" to a client's internal email. That way, the receivers of the report can start a direct conversation with the person who created the report or with the other cc's. This flexibility will also allow easy integrations with other platforms such as ZenDesk to create automated tickets with the scheduled reports. 

peterwalsham Student

Student

There are multiple reporting features where you can choose to group by time period. A Biannual / Half Year option between Year and Quarter would be great.

 

Use cases include:

  • Reports where there is too much variation at quarterly level, but an annual grouping would not give enough detail
  • Sales or Customer Success targets that are measured twice a year

Screen Shot 2016-11-01 at 09.55.58.png

Status: Under Consideration

Thanks, @peterwalsham - appreciate you posting this.

ashimshock New Student

New Student

For downstream systems, we need to pull the list/base price information from data exports, while starting at the Invoice Item and IIA level.  While you can join to the product rate plan charge table, you cannot pull any pricing information.  We would need base price info, in addition to any volume or tiered price information.  This is currently a gap for performing downstream calculations in revenue recognition tools.  

peterwalsham Student

Student

Would be very nice to have the option for reports to appear nicely formatted in the body of an email, rather than just attached as an (unformatted) CSV or link to a page in Zuora.

 

Salesforce do it! They give you the option to have a report embeded in an email, not just as an attachment.

 

This makes it much easier to:

 

  • Forward to colleagues without the need to explain the CSV or format it yourself to make it more readable
  • View the report on mobile devices

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Zuora-Support Community Manager

Community Manager

Cash Forecasting Report

Status: Under Consideration
by Community Manager on ‎01-13-2016 11:26 AM

Cash Forecast report. Report that will tell next X months charges,  certain product that are going to renew in a certain time period,  and amount that will be due for collection. Currently, our the Reporting system only covers historical data, which means the future data is not yet supported.

 

This is currently being reviewed by our Product Management and can be track on DE3315.

bsanders Valued Scholar

Valued Scholar

Allow No or Multiple Values for All Filter Operators

Status: Under Consideration
by Valued Scholar bsanders ‎11-08-2016 07:49 AM - edited ‎11-08-2016 12:24 PM

In the old reporting tool there was an option to have 0 or more values per filter and each one would be evaluated based on the filter Operator. This was critical to our business process as each user running a given report has different requirements for what they need in the results. Some users would require the report to provide all data from the system, and some would require anywhere from 1 - 100 filter values. In the new reporting tool the only way to have multiple values per filter is to use the "In" operator which requires an exact match, and if there is a filter a value must be entered to return results. This is a problem when the full value is unknown or if there are no filter values needed.

 

eg.

If I have 30 accounts which have variations of the same account name "Spam Eggs and Spam" and another 30 with variations of "Meridian Memories Photography." If I want to pull back all accounts which have "Eggs" or "Memories" in their names I would need to use the "Contains" filter on these words.In the current reporting tool I would be able to add both of these as Filter Values at Run-Time and would get a single report containing all 60 accounts. However since the new reporting tool only allows a single value to be used for the "Contains" operator, these would need to be run as separate reports. Alternately if I wanted to use this same report and return All accounts in the system, I would have no way to do so since if the filter is left blank the report will not return any results and there is no way to omit a filter at Run-Time.

 

Since there is no way to know in advance how many filter values need to be added (or if they are needed at all), we need the ability to either leave the value blank or have multiple values for a filter regardless of the operator type or filter key.

Zuora-Support Community Manager

Community Manager

Background

We're a freemium SaaS business. Our business model offers a free version of our product with restrictions on performance, and our users can upgrade to one of four plans for more performance. We find that our customers regularly switch between higher and lower priced plans, sometimes more than once per month.

What do we need?

Basic SaaS reporting: 

  • Committed Monthly Recurring Revenue (or Net MRR)
  • New MRR
  • MRR Churn
  • Annual Recurring Revenue (ARR) (forecast)
  • Average Revenue Per Account (ARPA) (incl. free)
  • Average Revenue Per Paying User (ARPPU)
  • Delta invoiced minus paid amounts (failed payments)
  • Payment fees & refunds

There are lots of canned reports in Zuora, which strangely almost all do not apply to us. Unfortunately, after being in contact with Zuora Support several times it turns out that most of this reporting is currently hard or impossible to do. Which is surprising, as we operate on a proven business model, so I'm sure we're not the only service out there using Zuora for (freemium) SaaS reporting.

Proposal

We propose to implement the following:

  • Saas (freemium) reports, as listed above, out of the box
  • A place in documentation for best practices from other (freemium) SaaS businesses using Zuora

 

Could Product Management please comment on this ASAP? We're blocked on doing decent tracking for our business until this is resolved.

Some sources:

Zuora-Support Community Manager

Community Manager

Include Discount charge on CMRR computation

Status: Coming Soon
by Community Manager ‎01-13-2016 11:26 AM - edited ‎01-20-2016 12:25 PM

Business needs:  Customer Z  thinks we have a design gap for excluding discount on CMRR computation which is an issue for them. They used to issue discounts as negative valued Products in the past and they had no problems with CMRR because the discounts was another "Product" with negative $. So when we rolled out discounts as part of the Product, it looked much cleaner and they switched. However, they now discovered this problem and they use the CMRR for a lot of reporting downstream.

Reference Number:  DE9669

Proposed solution: include Discount charge on CMRR computation

Status: Coming Soon
KimBenito Zuora Alumni

Zuora Alumni

 

Datasources Product Rate Plan Charge & Rate Plan Charge  (and any other relevant DataSources) to include field UsageRecordRatingOption (and any other missing fields)

MattPicio Partner

Partner

Screen Shot 2016-10-06 at 10.52.34 AM.png

Currently, there is no method in the Data Sources export tool to tell which fields on a given data source are native Zuora fields, and which are custom fields or system fields belonging to Zuora integrations such as Z-Suite.  It would be very helpful if the non-native fields had an identifier at the end of the name - e.g. instead of "ClonedSubscriptionId" in the attached screen shot, it would display "ClonedSubscriptionId (custom)", or even better - "ClonedSubscriptionId (custom, non-indexed)".  Would you please add this feature?  Thanks.

Zuora-Support Community Manager

Community Manager

We would like the ability to run a Notification History (both Email and Callout) report of Z-Reporting.  We need this to check to make sure all invoices have been sent for a certain period.  The only way to do this is via a REST API (http://knowledgecenter.zuora.com/BC_Developers/REST_API/B_REST_API_reference/Notification_History/Ge...

As an accountant, I have no idea how to use API's so it would be great to be able to run reports on this.

Zuora-Support Community Manager

Community Manager

Filing this feature request on behalf of some of the customer requests i have seen. Specifically, Firehost has asked for product capability where they can create a landing home page Dashboard page which provides key statistical charts on various key KPI's. These dashboards need to be configurable and persistent across user sessions. 

vmanie Student

Student

The MRR (As of Day) Trend report is great, except that it pulls MRR on the first day of each month (unless I pull 1 month at a time). Can this be adjusted to pull on the last day of each month for the designated range instead of the first day? This would be extremely helpful, and I can't imagine it would take a lot to make this change.

TraciLowry Tutor

Tutor

Reporting Currency

Status: Under Consideration
by Tutor TraciLowry on ‎03-24-2016 12:28 PM

Zuora should have a way to report in a base currency with pre-defined exchange rates (e.g. aging report in US dollars, converting Canadian dollar invoices into US dollars for report purposes). At this time, there is a third party offering some client's don't need.  We need a static.

 
Zuora-Support Community Manager

Community Manager

Include Discounts in MRR report and as a field in Data Sources

Status: Coming Soon
by Community Manager ‎01-13-2016 11:26 AM - edited ‎01-19-2016 07:46 PM

Feature Request: Include Discounts in MRR report and as a field in Data Sources

Reference Number: DE7412/PMT-393

Business Need: Some customers are trying to build KPI reports and Discounts should be included in those reports, however, in Zuora MRR report, there is no Discounts included and there is no Discounts field in Data Sources, so customers cannot export the data about Discounts. Now they are asking for the ability to include Discounts in those reports.

Status: Coming Soon
Zuora-Support Community Manager

Community Manager

Feature Request: Need a report of payments by product (right now payments are by invoice/payment accounting code)

Reference Number: DE3007

Business Need:  

Is there a way to do this?  The A/R report is by payment accounting code but we need to know how much $ was collected by product.  A payment can be associated to an invoice. An invoice contains many products. There's no 1 to 1 relationship where we can map products to a payment. 

 

Status: Coming Soon
Zuora-Support Community Manager

Community Manager

The inability to show invoice item adjustments on reports from Zuora is a critical omission from the current reporting tools.  Zuora's reports are essentially useless to us because they do not include invoice item adjustments.  Without these invoice item adjustments on the reports, our AR is overstated.  

I understand that we can code up something against the Zuora API, but that's a lot of work just to generate a simple report.  I also understand that a list of all invoice item adjustments can be downloaded the Invoice Item Adjustments page, but this doesn't help us as using it involves copy/pasting rows from that report into other reports we generate.  This is a manual process and it's very error prone.

Please, please add invoice item adjustments into the reporting tools.  

 

It looks like this has already been requested elsewhere, but I feel this issue bears repeating:

https://support.zuora.com/entries/20325156-support-invoice-item-adjustments-on-data-sources-reportin...

Zuora-Support Community Manager

Community Manager

 

Here are some examples of the ZOQL features I'd like to see added. These limitations are documented on Zuora's site here. https://knowledgecenter.zuora.com/BC_Developers/SOAP_API/M_Zuora_Object_Query_Language

**Support parenthesis for order of operations

SELECT Id, Name FROM Account WHERE (CustomField1__c = true AND CustomField2__c = true) OR CustomField3__c = false

**Support "like" operator

SELECT Id, Name FROM Account WHERE Name like 'zendesk%'

**Support "in" operator

SELECT Id, Name FROM Account WHERE Id IN ('111111111', '22222222222', '33333333333', '4444444444')

**Support "order by"

SELECT Id, Name FROM Account ORDER BY CreatedDate DESC

Here are some examples of the ZOQL features I'd like to see added. These limitations are documented on Zuora's site here. https://knowledgecenter.zuora.com/BC_Developers/SOAP_API/M_Zuora_Object_Query_Language

Support parenthesis for order of operations

SELECT Id, Name

FROM Account

WHERE (CustomField1__c = true AND CustomField2__c = true) OR CustomField3__c = false

Support "like" operator

SELECT Id, Name

FROM Account

WHERE Name like 'zendesk%'

Support "in" operator

SELECT Id, Name

FROM Account

WHERE Id IN ('111111111', '22222222222', '33333333333', '4444444444')

Support "order by"

SELECT Id, Name

FROM Account

ORDER BY CreatedDate DESC

Zuora-Support Community Manager

Community Manager

There is an obvious operator missing from the filters in the export data sources functionality. 

While it is possible to filter a list by a LIKE operator, there is no NOT LIKE operator.  Thus if I want to export all subscriptions that start with "NF" I can do a filter "LIKE NF%" but if I want all the other subscriptions i.e. the ones that don't start with NF, I don't have a way of doing that.

So, can we please have a NOT LIKE operator on the filters...

Zuora-Support Community Manager

Community Manager

Include USD, currency conversion date, and home currency, to the out of the box Aging report. The client needs an aging report that includes both the home currency of the account as well as the USD amount (since they track everything in USD at the GL level).