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Financial Year and Quarter options in reporting

Financial Year and Quarter options in reporting

Currently the reporting options only allow for Calendar Year and Calendar Quarter. Financial Year and Financial Quarter options would also be extremely useful.

 

We end up creating many reports by month, exporting to spreadsheets and then manually summing over the financial year and quarter periods.

 

Financial periods in reporting would remove a lot of this extra manual work!

 

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Related to request for "Biannual / Half Year option for reporting - not just Year or Quarter"

https://community.zuora.com/t5/Reporting-Ideas/Biannual-Half-Year-option-for-reporting-not-just-Year...

 

3 Comments
Zuora Alumni
Status changed to: Under Consideration
 
Zuora Alumni

Some data sources are linked to Account Periods for this purpose (e.g., Invoice Item, Invoice Payment, Revenue Schedule Item, etc). The Accounting Period objects have a field that you can populate with the financial year. Does that help with the financial year need? And would it also help if there were a similar field for grouping Accounting Periods into financial quarters?

Savvy Scholar

This would be great if linked with subscriptions as well. 

 

We would like to have an out of the box report on Subscriptions, with current(latest quantities) quantities for a given accounting period. 

 

Right now we cannot create that for periods that are not the current year