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We have 5 entities that each have 4 Insights Analysis reports that are used frequently.
When our business team reconciles these reports, they have to manually combine the reports of same type across entities and it requires lot of manual efforts.
Please advise how can we achieve this consolidation within Zuora.
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Zuora has the ability to report on ALL entities at the parent level utilizing the entity selector.
Therefore, you can rebuild the 4 reports at the parent entity level and select all entities to see all results from all entities in one report.
You can read more about multi-entity selector reporting here: https://knowledgecenter.zuora.com/Insights/A_Quick_Reference/AC_Insights_Analysis#Multi-entity_Repor...
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Zuora has the ability to report on ALL entities at the parent level utilizing the entity selector.
Therefore, you can rebuild the 4 reports at the parent entity level and select all entities to see all results from all entities in one report.
You can read more about multi-entity selector reporting here: https://knowledgecenter.zuora.com/Insights/A_Quick_Reference/AC_Insights_Analysis#Multi-entity_Repor...
If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √