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Reporting on Ultimate Parent

Hello,

 

I was having some trouble creating a report based off the ultimate parent. Any advice?

 






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Support SME

Re: Reporting on Ultimate Parent

At this time, reporting under the Ultimate Parent is not possible in our reporting feature. The field used in the customer account page is not exposed in Reporting.

 

As a workaround you can Export the Customer Account Object Data. The Customer Account report includes an Ultimate Parent column which lists the customer account number of that account's Ultimate Parent. You can use this as a "key" to cross-reference with your exported reports.

 

Zuora 2017-03-27 at 8.50.31 AM.png






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