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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?
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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:
- Click on "Reporting" link at the bottom left.
- Click on "Create New Report".
- Click the "All" tab.
- Click on "Account".
- Click the "Account" tab on the left side to expand all of it's field.
- Click on "Create Date" and drag it to the "Row Groups section.
- 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.
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Help others find answers faster by accepting my post as a solution √
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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:
- Click on "Reporting" link at the bottom left.
- Click on "Create New Report".
- Click the "All" tab.
- Click on "Account".
- Click the "Account" tab on the left side to expand all of it's field.
- Click on "Create Date" and drag it to the "Row Groups section.
- 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.
If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √