Happy Business Starts Here

Highlighted
Zuora Alumni

How to get a list of customer accounts year after year

Question: I am looking to get a list of clients year after year. For example, which Accounts did we have in Zuora on 12/31/2014, versus which Accounts we had on 12/31/2015. Is there any report available, or something I can build out?



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

1 REPLY 1
Zuora Alumni

Re: How to get a list of customer accounts year after year

Answer:

 

You will need to create a custom report using the "Account" object and the "Account.Create Date" field.

To start building, please follow the below steps:

  1. Click on "Reporting" link at the bottom left.
  2. Click on "Create New Report".
  3. Click the "All" tab.
  4. Click on "Account".
  5. Click the "Account" tab on the left side to expand all of it's field.
  6. Click on "Create Date" and drag it to the "Row Groups section.
  7. In the "Filters" section, create a filter for "Account.CreateDate" and set dates that you want.

Below is an example report where I'm looking for any account created after 9/6/2017.

 

accountgroup.png



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