New Idea
peterwalsham Tutor

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"

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

 

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 Student

Student

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.

kbest Newly Enrolled

Newly Enrolled

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.

ashimshock Student

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

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.

peterwalsham Tutor

Tutor

There are multiple reporting features where you can choose to group by time period. A Biannual / Half Year option between Year and Quarter would be great.

 

Use cases include:

  • Reports where there is too much variation at quarterly level, but an annual grouping would not give enough detail
  • Sales or Customer Success targets that are measured twice a year

Screen Shot 2016-11-01 at 09.55.58.png

Status: Under Consideration

Thanks, @peterwalsham - appreciate you posting this.

Zuora-Support Community Manager

Community Manager

Background

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.

Proposal

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:

robertweeks Tutor

Tutor

Currently when building a report with a date filter that has "ask user later" selected, it saves the date you enter when building the report and uses this as the default in future when running the report.

 

This means you're stuck on an old date when running the report, and may have to click the calendar through several months to get the date you need, based on the age of the report.

 

It would be much better if the date filter was blank at this point, and the calendar defaulted to the current month when selecting the filter dates in the report.

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
krue New Student

New Student

We would like the option to change the "from" address for scheduled reporting from "support@zuora.com" to a client's internal email. That way, the receivers of the report can start a direct conversation with the person who created the report or with the other cc's. This flexibility will also allow easy integrations with other platforms such as ZenDesk to create automated tickets with the scheduled reports. 

peterwalsham Tutor

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

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 (http://knowledgecenter.zuora.com/BC_Developers/REST_API/B_REST_API_reference/Notification_History/Ge...

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.

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
bsanders Valued Scholar

Valued Scholar

Exclude Report Filters at Runtime

Status: Under Consideration
by Valued Scholar bsanders ‎12-14-2016 01:31 PM - edited ‎12-14-2016 01:32 PM

Reports may need to focus on different data sets depending on who is running the report. To this effect the new reporting tool provides the "Ask User Later" option so that individual users can define their own criteria for a given filter. However this has one major drawback, the user cannot choose to ignore one or more filters which are not applicable to their reporting needs.

 

For example, if a report is outputting billing information by account, depending on who is running the report they may want to filter by Account, Invoice, or Rate Plan Charge level information. By building these prompts into the report with the "Ask User Later" when the report is run, the user will get a pop-up something like this:

Report Filters.PNG

However If a user is only interested in filtering by one of these fields, they cannot populate only one value ignoring the rest. Since all filters must have values (cannot be blank) and select lists do not have an All or None option this issue affects the report regardless of if the filter conditions are set using "AND" or "OR."

 

If the filters are set with "AND" and any of the filter criteria are invalid, such as leaving the Source ID with the default "Enter Text," then the report will not return any results since there are no Bill Runs with the Source ID of "Enter Text." At the same time if the filters are set up using "OR," if any additional filters are valid, such as setting the Billing Batch to "Batch5" but leaving the Invoice Date as "Is during Current Month," it will include results based on all valid filters not just the one needed for the report.

 

In the Old Reporting tool if a value was not set for a filter it was ignored as a condition. Since the new reporting tool requires a value for every filter, the solution here would seem to be to add a checkbox at runtime for each filter which has "Ask User Later" to allow the end user to ignore the filter condition for their report.

vmanie Student

Student

The MRR (As of Day) Trend report is great, except that it pulls MRR on the first day of each month (unless I pull 1 month at a time). Can this be adjusted to pull on the last day of each month for the designated range instead of the first day? This would be extremely helpful, and I can't imagine it would take a lot to make this change.

TraciLowry Tutor

Tutor

Reporting Currency

Status: Under Consideration
by Tutor TraciLowry on ‎03-24-2016 12:28 PM

Zuora should have a way to report in a base currency with pre-defined exchange rates (e.g. aging report in US dollars, converting Canadian dollar invoices into US dollars for report purposes). At this time, there is a third party offering some client's don't need.  We need a static.

 
rlaker Valued Scholar

Valued Scholar

It would be valuable to be able to change the value field in summary reports to display as % of row total, % of column total, % of grand total etc similar to the options available in Excel pivot tables. 

 

We have a report that is currently running every Monday showing a rolling 7 days of payment failures by code and it would be more useful to see the data in terms of percentages than strictly as a count.

 

I can provide more detail if needed.

bsanders Valued Scholar

Valued Scholar

Allow No or Multiple Values for All Filter Operators

Status: Under Consideration
by Valued Scholar bsanders ‎11-08-2016 07:49 AM - edited ‎11-08-2016 12:24 PM

In the old reporting tool there was an option to have 0 or more values per filter and each one would be evaluated based on the filter Operator. This was critical to our business process as each user running a given report has different requirements for what they need in the results. Some users would require the report to provide all data from the system, and some would require anywhere from 1 - 100 filter values. In the new reporting tool the only way to have multiple values per filter is to use the "In" operator which requires an exact match, and if there is a filter a value must be entered to return results. This is a problem when the full value is unknown or if there are no filter values needed.

 

eg.

If I have 30 accounts which have variations of the same account name "Spam Eggs and Spam" and another 30 with variations of "Meridian Memories Photography." If I want to pull back all accounts which have "Eggs" or "Memories" in their names I would need to use the "Contains" filter on these words.In the current reporting tool I would be able to add both of these as Filter Values at Run-Time and would get a single report containing all 60 accounts. However since the new reporting tool only allows a single value to be used for the "Contains" operator, these would need to be run as separate reports. Alternately if I wanted to use this same report and return All accounts in the system, I would have no way to do so since if the filter is left blank the report will not return any results and there is no way to omit a filter at Run-Time.

 

Since there is no way to know in advance how many filter values need to be added (or if they are needed at all), we need the ability to either leave the value blank or have multiple values for a filter regardless of the operator type or filter key.

Zuora-Support Community Manager

Community Manager

There is an obvious operator missing from the filters in the export data sources functionality. 

While it is possible to filter a list by a LIKE operator, there is no NOT LIKE operator.  Thus if I want to export all subscriptions that start with "NF" I can do a filter "LIKE NF%" but if I want all the other subscriptions i.e. the ones that don't start with NF, I don't have a way of doing that.

So, can we please have a NOT LIKE operator on the filters...