Rate plans being utilized by how many customers

[Rolando]

We are trying to pull a report from Zuora for quantity of customers on each rate plan we currently have. I've looked through our saved data source reports and tried to create my own but I can't seem to find a way to group it appropriately. 

[Rolando · Accepted solution]

Here is how you could easily build this report in Zuora:

1) Choose the RATE PLAN CHARGE data source

2) Row Groups: "Product Rate Charge: Name"

3) Value Fields: "Account: ID", summarized by COUNT

4) Filters: no changes, the default filtering will look for only active subscriptions with active effective rate plan charges. Anything expired or cancelled will not appear on the report.

Your report will look similar to this:

The report will list out all Product Rate Plans and the "counts" of unique Account ID's that are utilizing said Product Rate Plan.