Reporting Ideas

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Zuora-Support Community Manager

Community Manager

Feature Request: Add the ability to Tax Reporting to create a report that shows the items State Tax, State Tax Amount, County Tax, County Tax Amount, City Tax, City Tax Amount and Sold to fields like Sold to Country, Sold to State, Sod to County, Sold to Postal Code at Invoice line item as additional columns.

Status: Currently being reviewed by our Product Management

Reference Number: PMT-1340

Business Need: The current tax reporting module produces a tax report which is large and unmanageable. In addition it does not show a simple bucket for the tax type (State / County / City) - each item has a different value. Customer require the ability to create the appropriate taxation report that shows SKU+ Tax Amount of State, County, City + Sold to (sold to if sub account) at Invoice line item as additional columns.

Status: Implemented
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Zuora-Support Community Manager

Community Manager

Feature Request: Additional contact information for canned report in Z-Reporting (Invoice Aging)

Reference Number: DE8132

Business Need: Customers need additional contact information on canned Z-Reporting specifically First name, Last name, and Phone.

Status: Implemented
ben_rightscale Student

Student

If you use an invalid field in an AQuA query, the error is "There is a syntax error in one of the queries in the AQuA input". This is significantly less useful than the SOAP API, which actually tells you which field is invalid. SOAP example:

 

...
<zns:queryString>select AccountingCode, AppliedToInvoiceItemId, ChargeAmount, ChargeDate, ChargeName, CreatedById, CreatedDate, Id, ProcessingType, Quantity, RevRecStartDate, ServiceEndDate, ServiceStartDate, SKU, SubscriptionId, TaxAmount, TaxCode, TaxExemptAmount, TaxMode, UnitPrice, UOM, UpdatedById, UpdatedDate, InvoiceId, ChargeId, ProductId, ProductRatePlanChargeId, RatePlanChargeId from InvoiceItem</zns:queryString> </zns:query>
...

 

SOAP response (status 500): 

...  invalid field for query: InvoiceItem.productrateplanchargeid ...
kbest Newly Enrolled

Newly Enrolled

Reporting on Ultimate Parent

Status: Under Consideration
by Newly Enrolled kbest on ‎03-27-2017 12:51 PM

I would like to be able to pull a report of a list of accounts and/or active subscriptions under an ultimate parent. We have an agreement with a group but each member of the group signs a separate end user agreement and therefore has ther own account in Zuora. We need to know how many accounts and/or subscriptions are associated with this group at any given time.

peterwalsham Advanced Tutor

Advanced Tutor

Would be very nice to have the option for reports to appear nicely formatted in the body of an email, rather than just attached as an (unformatted) CSV or link to a page in Zuora.

 

Salesforce do it! They give you the option to have a report embeded in an email, not just as an attachment.

 

This makes it much easier to:

 

  • Forward to colleagues without the need to explain the CSV or format it yourself to make it more readable
  • View the report on mobile devices

Screen Shot 2016-11-01 at 11.39.29.png

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Zuora-Support Community Manager

Community Manager

Increase the number of batches 20+ or infinite amount of batches

Status: Implemented
by Community Manager ‎01-13-2016 11:26 AM - edited ‎01-19-2016 08:01 PM

Feature Request: Increase the number of batches 20+ or infinite amount of batches

Reference Number: DE8396

Business Need: As businesses grow, a need for more batches for bill runs and payments runs is being requested. Using batches for different lines of business. 

Status: Implemented
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Zuora-Support Community Manager

Community Manager

Add Parent Name to Account Object in DataSources

Status: Under Consideration
by Community Manager ‎01-13-2016 11:26 AM - edited ‎01-20-2016 12:19 PM

Feature Request: Add Parent Name to Account Object in DataSources

Reference Number: DE7951

Business Need: Customers need to group reports by parent name. They can do it by parent id, however this is not a user friendly or easy way for customers to understand who the parent account is.

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fivetran Student

Student

Currently, the AquA API allows you to get deleted records, but only in stateful mode. This means that if you "start over" by changing the query you cannot find out deleted records prior to the "start over". This is extremely inconvenient! There are many, many reasons why you might need to start over with a changed query. It should be possible to get older deleted records.

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Zuora-Support Community Manager

Community Manager

Aging Report: Credits, USD Values, Collections Team Member, Salesperson, Country & State

 

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Zuora-Support Community Manager

Community Manager

Feature Request: Allow ability to write sub queries to limit the results for ZOQL export

Reference Number: DE9568

Business Need: Some customers need to export subscription related info, to minimize their calls send to Zuora and also the limit the results, they are asking Zuora to support sub query.

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Zuora-Support Community Manager

Community Manager

DMRC for Remove a Product should show the correct amount

Status: Under Consideration
by Community Manager ‎01-13-2016 11:26 AM - edited ‎01-20-2016 12:22 PM

Feature Request: Pulling Change in MRR (Order MRR - DMRC) report shows zero amount for Remove a Product amendment. However, in Web UI, it displays a negative amount. It would be great if the numbers that is exposed on web UI will be available as well on Report (e.g. Data Source, Export, Reporting).  Also, ability to remove the duplicates- have it on subscription level and not rate plan.

Reference Number: DE9951

Business Need: pulling the report is really confusing. Web UI is really helpful but customer needs to have this report on a monthly basis so manually checking it on UI is very painful.

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Zuora-Support Community Manager

Community Manager

Filter invoice PDF export by Account Balance

Status: Under Consideration
by Community Manager ‎01-13-2016 11:26 AM - edited ‎01-20-2016 12:23 PM

Feature Request: Filter invoice PDF export by Account Balance

Reference Number: DE5226

Business Need: Currently, it is possible to filter invoice PDF export by Bill Run Number, Invoice Balance, and Invoice Total. Some customers are requesting to add a feature to filter by account balance.

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Zuora-Support Community Manager

Community Manager

Building a report over Subscription Rate Plan Data Source:

If you search for a rate plan that contains "basic", it will return rows where the "basic" plan was removed (RatePlan.AmendmentType = RemoveProduct), including rate plans that never had an AmendmentType (Blank / Null).

Adding the filter

RatePlan.AmendmentType Is Not Equals to RemoveProduct

Will exclude subscriptions where the rate plan was never modified, even though Blank / Null are not mentioned in the Is Not Equals filter.

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Zuora-Support Community Manager

Community Manager

We are currently able to report on Subscriptions and show products and rateplans attached to the subscriptions, but not the other way round.  We need to be able to report on Z-Product, Rateplan and charges, with and without active subscriptions attached to them.  This is required in order to consolidate and tidy up the Product Catalogue and to remove the dead products / rateplans / rateplan charges from the product catalogue.  The only current way to achieve this is to do two data exports and then to run a query between them using scripts. This is resource and time intensive.

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Zuora-Support Community Manager

Community Manager

Feature Request: Report that will show New MRR/TCV by account instead of for all accounts

Reference Number: DE8091

Business Need: 

Report that will show New MRR/TCV by account instead of for all accounts since they are trying to match new sales to partners so they can pay the partner a percent of the sales

Zuora-Support Community Manager

Community Manager

"Data source exports pull the Account information associated with the subscription and not the Account information of the invoice owner (if it happens to be different than the account associated with the subscription). In the cases where the invoice owner is a different Account, than the Account associated with the subscription, one can obtain the Account information of the invoice owner by: 

1. Getting a report of the invoice related information

2. Getting a report of all Accounts' information

3. Identifying / pulling the Account information of the invoice owner by matching the invoice owner ID from the invoice report (step #1) with the Account ID from the Account report (step #2)". This can be performed via Excel V-Lookup.

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Zuora-Support Community Manager

Community Manager

Ability to report on Included Units for Data Sources

Status: Under Consideration
by Community Manager ‎01-13-2016 11:26 AM - edited ‎01-20-2016 12:15 PM

Feature Request: Ability to report on Included Units for Data Sources

Reference Number: DE4036

Business Need: Currently Data Sources allows you to report on Product Rate Plan Charge. When running a report for Included Units (Product Rate Plan Charge) the export shows blank entries for Included Units column. Customers need the ability to report on Included Units for Product Rate Plan Charge exports.

Work Around: You can query Product Rate Plan Charge by using the API and that will display Included Units. API Query and looking up the rate plan within the UI is the only way to see included units.

Zuora-Support Community Manager

Community Manager

Issue: Report where recognition code, and payment datert with accounting code can be retrieve in one export. This is not possible since rev rec code can only be query/retrieve ONLY in product rate plan charge (data source and API). However, this rev rec code can be seen in web UI on rate plan charge.

 

Work around: Inform customer to merge two reports. 1 for invoice payment report and the other is report invoice item where they need to get the product rate plan charge object where the rev rec code field is available. Use Vlook up to merge the two reports and it would be ideal if you reference InvoiceId.

 

DE7619 is logged and being review by our Product Management for possible enhancement. 

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
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avarney06 Student

Student

Scheduled Reporting - Send if no results option

Status: Under Consideration
by Student avarney06 ‎10-28-2016 06:47 AM - edited ‎10-28-2016 06:49 AM

A common option I see with many systems that have implemented Scheduled Reporting generally have an option for sending or not sending the email based on if the report returns rows or not. It is a must have for "Alert" style scheduled emails.

 

EG: If I select "No" for "Send if no results" for a daily email for payment methods created, No email would be sent out for that day if no new payment methods were created.

 

Currently it just always sends either an attachement or a link to the report with just the headers.