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Annual Review Report for a Customer

Is there a canned report that easily breaks down the billed amount for a customer in a given year?






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Re: Annual Review Report for a Customer

Yes, we have a "Gross billing by customer account over time" report that will do this. By default, the report will give you all accounts and the sum of the Invoice Item charges per month. The report is located under Standard Reports > Billing > Drivers.

You would just need to make a few adjustments to the report to get the Year results:

Column Group- Invoice: Invoice Date (change the Group By setting to YEAR)

Zuora 2018-01-23 at 11.26.24 AM.png

Filter- Invoice: Invoice Date is during the previous 1 year (or whatever date range you need)

Zuora 2018-01-23 at 11.28.00 AM.png






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