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How to generate the discount report for both subscription and Rate Plan level

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Zuora Alumni
Zuora Alumni

How to generate the discount report for both subscription and Rate Plan level

Question: How to generate the discount report for both subscription and Rate Plan level



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Zuora Alumni
Zuora Alumni

Re: How to generate the discount report for both subscription and Rate Plan level

Response:

 

1. Create a custom report by using Column report type and RatePlanChargeTier datasource from Data Source Tab, Z~Reporting Internal Use section.


2. Select fields such as

  • Product: Name
  • Rate Plan: Name
  • Rate Plan Charge: Name
  • Rate Plan Charge: Charge Number
  • Rate Plan Charge: Charge Model
  • Rate Plan Charge: Discount Level
  • Rate Plan Charge Tier: Discount Amount
  • Rate Plan Charge Tier: Discount Percentage.

- Set filters:

  • Subscription.Status (=) Active
  • RatePlanCharge.IsLastSegment (=) true
  • RatePlan.AmendmentType Is Not Equal RemoveProduct
  • RatePlanCharge.ChargeModel Begins With Discount

- Create Sorting Column:

  • Subscription.Name AscendingGeneral Show Hide

3. Save the report and run.



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Help others find answers faster by accepting my post as a solution √

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1 REPLY 1
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Zuora Alumni
Zuora Alumni

Re: How to generate the discount report for both subscription and Rate Plan level

Response:

 

1. Create a custom report by using Column report type and RatePlanChargeTier datasource from Data Source Tab, Z~Reporting Internal Use section.


2. Select fields such as

  • Product: Name
  • Rate Plan: Name
  • Rate Plan Charge: Name
  • Rate Plan Charge: Charge Number
  • Rate Plan Charge: Charge Model
  • Rate Plan Charge: Discount Level
  • Rate Plan Charge Tier: Discount Amount
  • Rate Plan Charge Tier: Discount Percentage.

- Set filters:

  • Subscription.Status (=) Active
  • RatePlanCharge.IsLastSegment (=) true
  • RatePlan.AmendmentType Is Not Equal RemoveProduct
  • RatePlanCharge.ChargeModel Begins With Discount

- Create Sorting Column:

  • Subscription.Name AscendingGeneral Show Hide

3. Save the report and run.



If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √

View solution in original post