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Can I customize a standard report in Zuora?

Question: Can I customize a standard report in Zuora? What happens if I accidentally save over the original report?



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Zuora Support Moderator

Re: Can I customize a standard report in Zuora?

The short answer to the questions are:

Yes, you can edit the standard reports.
No, you will not accidentally save over the default reports. These reports will only allow you to "save as" which means you can edit to your heart's content, and then keep a personal copy that doesn't mess with the out-of-the-box one.

 

Now how would you actually go about doing this?

It's fairly simple!

  • Go find a standard report (List of available reports here) and hit the edit button.

standard1.PNG

  • Once you're in edit view, you can drag additional fields over, or toggle between the summary or detail view to build up both sides. This will be entirely up to you.
  • When that is completed, go up and choose the "Save As" option, input a name, and choose the appropriate folder that you want to save it to. The system will default to your "My Reports" folder.

standard2.PNG

 

Other resource links



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