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Zuora Support Moderator

Roll Up Reporting, for Multi-Entity - Insights Analysis

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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1 REPLY 1
Zuora Support Moderator

Re: Roll Up Reporting, for Multi-Entity - Insights Analysis

Zuora has the ability to report on ALL entities at the parent level utilizing the entity selector.

 

Screen Shot 2018-10-11 at 10.23.46 AM.png

 

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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