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To show the total amount paid of customer accounts in one CSV file

Feature Request: To show the total amount paid of customer accounts in one CSV file

Reference Number: DE7360

Business Need: Some customers are requesting if they can export one single report from Data Source to show the total amount paid by customer accounts so they can visualize how much revenue each account has generated to a certain date. With this feature, customers can also view which accounts have $0 payment during their lifetime in Zuora.

5 Comments
Community Manager
Status changed to: More Feedback Needed
 
Community Manager
Status changed to: Under Consideration
 
New Student

Is this type of report available yet? I am also looking for a quick snapshot of total amount by customer with date filters available.

 

Thank you,

Zuora Alumni

@ChantelleAndres - would something like the attached report suffice? This is available today and simply sums up the total amount collected in payments by customer account. You could filter on Payment: Effective Date if you wanted to only include payments from a certain date range.

 

 All time payments.png

Zuora Alumni
Status changed to: Implemented