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Question:
Is there a way to download how many records we have missing the "Rev Rec trigger"?
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Answer: Yes, you can create a report from Data Sources and select the criteria that you need to review. Please follow the instructions below.
- Click on "Data Sources" on the left-hand menu under the "Reporting" header.
- Data Source --> select "Rate Plan Charge"
- Fields --> select the applicable fields. You'll see several linked objects. Below are some suggestions to help get you started:
-
Filters --> use this if you need to filter by a specific field
-
Rate Plan Charge: Charge Model, Charge Type, Name, Quantity, Unit of Measure
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Account: ID, Name
-
Product Rate Plan: Name
-
Subscription: ID, Name
-
-
Time Frame --> use this if you need to limit the results to a specific period.
Any custom fields you have created should also be showing up as fields on these related objects.
Reference that may be useful:
knowledgecenter.zuora.com/CD_Reporting/Data_Exports/B_Generate_a_Data_Source_Export
If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √
- Mark as New
- Bookmark
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Answer: Yes, you can create a report from Data Sources and select the criteria that you need to review. Please follow the instructions below.
- Click on "Data Sources" on the left-hand menu under the "Reporting" header.
- Data Source --> select "Rate Plan Charge"
- Fields --> select the applicable fields. You'll see several linked objects. Below are some suggestions to help get you started:
-
Filters --> use this if you need to filter by a specific field
-
Rate Plan Charge: Charge Model, Charge Type, Name, Quantity, Unit of Measure
-
Account: ID, Name
-
Product Rate Plan: Name
-
Subscription: ID, Name
-
-
Time Frame --> use this if you need to limit the results to a specific period.
Any custom fields you have created should also be showing up as fields on these related objects.
Reference that may be useful:
knowledgecenter.zuora.com/CD_Reporting/Data_Exports/B_Generate_a_Data_Source_Export
If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √