Customer records missing the Rev Rec Trigger

[Vickie]

Question:

Is there a way to download how many records we have missing the "Rev Rec trigger"?

[Vickie · Accepted solution]

Answer:   Yes, you can create a report from Data Sources and select the criteria that you need to review. Please follow the instructions below.

1. Click on "Data Sources" on the left-hand menu under the "Reporting" header.
2. Data Source --> select "Rate Plan Charge"
3. Fields --> select the applicable fields. You'll see several linked objects. Below are some suggestions to help get you started:

4. 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

5. 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