Reporting Ideas

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New Idea
MJ Zuora SME

Zuora SME

The current reporting output of CSV files is tab-delimited.  Ideally, we would be able to specify the delimiter when creating the report (tab, comma, |, etc).

asdLCGP Newly Enrolled

Newly Enrolled

It would be very nice to export a Summary Report > Crosstab Layout without adding a 'value field'


Thanks for your help. 

WD-kenlee Valued Scholar

Valued Scholar

Run Report Without Saving

Status: New Idea
by Valued Scholar WD-kenlee on ‎09-28-2017 05:48 PM

Hi there,


Is there a way for us to just run a report without saving? We do a lot of ad-hoc reports that are one-time and it seems like an additional step to name the file and then run the report.



odawson Advanced Tutor

Advanced Tutor

Reporting MRR on Pending Activation Subs

Status: New Idea
by Advanced Tutor odawson on ‎11-15-2017 08:52 AM

Can I put in a request to allow for MRR reporting on subscriptions without a service activation date (and a trigger condition of 'Upon Service Activation')? We need to be able to forecast MRR on subscriptions that are still in our pipeline and we can't currently do that. I've been told that I can report on MRR of a pending activation sub if the rate plan charge has a trigger condition of 'Upon Contract Effective', but contractually we cannot bill this way.

Zuora-Support Community Manager

Community Manager

Cash Forecasting Report

Status: Under Consideration
by Community Manager on ‎01-13-2016 11:26 AM

Cash Forecast report. Report that will tell next X months charges,  certain product that are going to renew in a certain time period,  and amount that will be due for collection. Currently, our the Reporting system only covers historical data, which means the future data is not yet supported.


This is currently being reviewed by our Product Management and can be track on DE3315.

CKHarwood Scholar


It is not currently possible to join data from the Rate Plan Charge Tier table (where unit prices live) with date from the Account table (where human-readable account data lives) in the reporting tool. The closest approximation I can find is between Subscription.CreatorInvoiceOwnerID and Account.ID.


Are there plans to add the relationship between Rate Plan Charge Tier and Account in the reporting tool? This was discussed in the Reporting User Group at

Status: Coming Soon
LColeborn Tutor


Customise MRR (Contracted) Reports to include product sku/rate plan charge

Status: Coming Soon
by Tutor LColeborn on ‎05-08-2017 10:57 AM - last edited on ‎06-22-2017 11:24 AM by Community Manager

We would like to be able to customise the MRR (Contracted) Reports to add in product information - SKU/rate plan charges etc in order for us to get a deeper understanding & visibility of revenue & churn by product. This will also help with our supplier bill reconciliation and product profitability understanding. 


So by month we would know the start MRR, the end MRR, the gains and losses for each product with each customer within the month.


The link between Account and product already exists via different data sources but cant be added into this report as it stands 

Status: Coming Soon
Owen Zuora Staff

Zuora Staff

Customer has raised the enhancement request that there should be the ability to get an 'Average Days Outstanding' figure from Reporting rather than having to export data and do the calculation themselves or rely on the 'Aging Buckets' currently in the system. This development would be a useful metric for tracking and forecasting.

vgibilisco Student


Revenue Report in Home Currency

Status: New Idea
by Student vgibilisco on ‎05-23-2017 09:35 AM

Can a report be created for foreign currency to include revenue from beginning to today, including the exchange rates and amount in foreign currency and in USD conversion. Currently, the "Revenue over Time" report doesn't convert to home currency.

Zuora-Support Community Manager

Community Manager

Include Discount charge on CMRR computation

Status: Coming Soon
by Community Manager ‎01-13-2016 11:26 AM - edited ‎01-20-2016 12:25 PM

Business needs:  Customer Z  thinks we have a design gap for excluding discount on CMRR computation which is an issue for them. They used to issue discounts as negative valued Products in the past and they had no problems with CMRR because the discounts was another "Product" with negative $. So when we rolled out discounts as part of the Product, it looked much cleaner and they switched. However, they now discovered this problem and they use the CMRR for a lot of reporting downstream.

Reference Number:  DE9669

Proposed solution: include Discount charge on CMRR computation

Status: Coming Soon
Zuora-Support Community Manager

Community Manager


We're a freemium SaaS business. Our business model offers a free version of our product with restrictions on performance, and our users can upgrade to one of four plans for more performance. We find that our customers regularly switch between higher and lower priced plans, sometimes more than once per month.

What do we need?

Basic SaaS reporting: 

  • Committed Monthly Recurring Revenue (or Net MRR)
  • New MRR
  • MRR Churn
  • Annual Recurring Revenue (ARR) (forecast)
  • Average Revenue Per Account (ARPA) (incl. free)
  • Average Revenue Per Paying User (ARPPU)
  • Delta invoiced minus paid amounts (failed payments)
  • Payment fees & refunds

There are lots of canned reports in Zuora, which strangely almost all do not apply to us. Unfortunately, after being in contact with Zuora Support several times it turns out that most of this reporting is currently hard or impossible to do. Which is surprising, as we operate on a proven business model, so I'm sure we're not the only service out there using Zuora for (freemium) SaaS reporting.


We propose to implement the following:

  • Saas (freemium) reports, as listed above, out of the box
  • A place in documentation for best practices from other (freemium) SaaS businesses using Zuora


Could Product Management please comment on this ASAP? We're blocked on doing decent tracking for our business until this is resolved.

Some sources:

Zuora-Support Community Manager

Community Manager

We would like the ability to run a Notification History (both Email and Callout) report of Z-Reporting.  We need this to check to make sure all invoices have been sent for a certain period.  The only way to do this is via a REST API (

As an accountant, I have no idea how to use API's so it would be great to be able to run reports on this.

ashimshock Student


For downstream systems, we need to pull the list/base price information from data exports, while starting at the Invoice Item and IIA level.  While you can join to the product rate plan charge table, you cannot pull any pricing information.  We would need base price info, in addition to any volume or tiered price information.  This is currently a gap for performing downstream calculations in revenue recognition tools.  

Zuora-Support Community Manager

Community Manager

Include Discounts in MRR report and as a field in Data Sources

Status: Coming Soon
by Community Manager ‎01-13-2016 11:26 AM - edited ‎01-19-2016 07:46 PM

Feature Request: Include Discounts in MRR report and as a field in Data Sources

Reference Number: DE7412/PMT-393

Business Need: Some customers are trying to build KPI reports and Discounts should be included in those reports, however, in Zuora MRR report, there is no Discounts included and there is no Discounts field in Data Sources, so customers cannot export the data about Discounts. Now they are asking for the ability to include Discounts in those reports.

Status: Coming Soon
Owen Zuora Staff

Zuora Staff

Are we able to add an option to explicitly define when a week in Reporting starts and ends? Currently I believe that it is Monday to Sunday but some businesses use different definitions e.g. Sunday to Saturday

seeneenc Savvy Scholar

Savvy Scholar

Power BI - Date format

Status: New Idea
by Savvy Scholar seeneenc on ‎04-19-2017 09:27 PM



I was wondering if there were any Zuora users out there who also use Power BI Service (not desktop)?


We are trying to change the date format as it currently is set to a US format (MM/DD/YYYY).


As the data is ingested into Zuora is currently set to DD/MM/YYYY as we are in Australia, not all of the data is coming through.


Hoping for a mircale fix!


Thanks in advance,



peterwalsham Senior Tutor

Senior Tutor

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!


Screen Shot 2017-04-07 at 11.36.23.png


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


twest New Student

New Student

I see the Staus field in the Product Page w/in the Product Catalog. I can even sort the product catalog on this field values (active or cancelled). So, this should be added to reporting.

The start/end dates are a way, but not as straight forward

skennedy Tutor


how do you manage people who are subscribed to reports? specifically - if they leave the company - how can i easily see a list of all reports that that person was subscribed to, so i can then remove them from the sceduled report.

legibe Student



Product features are a great "feature" of Zuora because these are copied automatically into the subscription containing that product. They are great for managing entitlements linked to purchased products, but also to categorise products: in our case at The Economist, we use product features to document which magazine, media (print, digital, app), sales channels (direct customer, agents, etc...) a product describes.


Those are criteria we would like to use when producing financial reports, but it doesn't seem that reporting on either product or subscription features is available. Any takers?