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How do I create and edit Analytics Cards and Datasets?

andrew_zuora
Zuora Support

How do I create and edit Analytics Cards and Datasets?

In order to create and edit Cards and Datasets within Analytics, you must ensure you have the Zuora Reporting Role = "Reporting Administrator". This includes the "Manage Analytics" permission: 

Screen Shot 2021-03-18 at 1.03.09 PM.png

With the standard Reporting Role, you can view cards, but are unable to view datasets, as well as create new cards, or edit datasets. 

 

Your screen should look like this when you have the required permissions:

Screen Shot 2021-03-18 at 12.51.45 PM.png

Screen Shot 2021-03-18 at 12.52.02 PM.png

 

Here is your screen display when you do not have the required permissions: 

Screen Shot 2021-03-18 at 12.53.06 PM.png

Screen Shot 2021-03-18 at 12.53.17 PM.png

 

Please reach out to any of your internal Administrators for increased permissions. 





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