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Report for Unprocessed Usage (pending)

Can I create a report that shows all the Accounts where the Usage wasn’t processed?






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Re: Report for Unprocessed Usage (pending)

You can run a very simple report using Zuora Reporting to get the Accounts that have unprocessed "pending" usage.

 

Using the USAGE data source, you can create a report as follows:

  • Row Groups: Account Name, Usage Account Number, Usage Unit of Measure
  • Value Fields: Usage Quantity (SUM)
  • Filter: Usage RBE Status is equal to PENDING

 

See screenshow below:

 

The report will give you the Account name and number with the amount of pending usage & UOM. You may also add additional fields to make the report more precise, such as Usage Start Date, Usage Submission Date, Subscription Name, etc.

 

You can save this report and re-run it at any time to get a snapshot of accounts with unprocessed usage.






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