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.
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.
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
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 https://community.zuora.com/t5/Reporting-User-Group/Linking-the-Rate-Plan-Charge-to-the-Rate-Plan-Ch....
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.
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
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:
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:
Could Product Management please comment on this ASAP? We're blocked on doing decent tracking for our business until this is resolved.
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.
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.
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.
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
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,
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!
Related to request for "Biannual / Half Year option for reporting - not just Year or Quarter"
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.
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
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.
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.
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.
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:
I've already submitted this as a request. It's logged under PMT-1751
Summary of the enhancement? Data is not stored consistently in Zuora. A field that has a NULL value in it when the record is created will be changed to empty string '' when that record is updated via the Zuora UI even if that field's value isn't explicitly being changed.
What is the business problem? The problem with this data inconsistency is that ZOQL treats NULL and '' as distinct values (which is fine, although Salesforce treats them as the same in SOQL). We have custom integrations with Zuora that use the SOAP API to make ZOQL calls and it makes it difficult to find records in the Zuora database when we are looking for records with "empty" values (NULL or ''). Since the ZOQL language is also limited with it's ability to use AND and OR statements together we end up having to make 2 separate calls. One to find records meeting a certain criteria and with a NULL value in a particular field and then another almost identical call but with '' in that particular field.
What is the business impact? We have to implement inefficient code to find the records we are looking for.
Is there a workaround or is the customer blocked? If there is a workaround, what is it? Is the customer willing to apply this workaround? The workaround currently is to have two different ZOQL calls.
What is the proposed solution (if available)? A solution would be to treat NULL and '' as the same value in ZOQL queries (or perhaps have that be an option to choose in the QueryRequest) or to preserve NULL values when records are edited through Zuora UI.