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Zuora Support Moderator

Rate Plan Charge report with usage and charge amount

I am looking to run a report that shows how much was invoiced for product rate plan charges. I am looking for:

 

1. Product rate plan charge name
2. The amount for this charge that was billed
3. How much usage was associated with this charge

 

What type of report can I use to get this information?





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1 REPLY 1
Zuora Support Moderator

Re: Rate Plan Charge report with usage and charge amount

Here is how you would create a simple Summary Report for your inquiry:

 

1) Use Data Source PROCESSED USAGE

 

2) Column Groups = Product Rate Plan Charge: Name

 

3) Value Fields = Invoice Item: Charge Amount (Summarized by SUM) and Usage: Quantity (Summarized by SUM)

 

4) Filters = Invoice: Invoice Date is during (Enter desired date range)

 

This will create a report with the Charge Name as columns ( with corresponding Charge Amount sum and Usage Quantity sum in the rows.

 

 

 





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