Report for Unprocessed Usage (pending)

[Rolando]

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

[Rolando · Accepted solution]

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.