Reporting Ideas

This goes hand-in-hand with the ability to run a report without saving, but the preview often slows down the reporting tool making it a slow process to edit fields and filters. Being able to quickly edit a report and run it without saving to see the outcomes would be more efficient.  ... View more

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). ... View more

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.   Thanks! ... View more

Hello,   We believe it would be very beneficial to be able to run a report on emails that have bounced, specifically to know which customers have not received their invoice.     Thank you. ... View more

Hi,     We think that it could help if you add the condition "latest" on the filter as already exist " during, not in blank....". In our case it could allow us to do extraction of the last data of the previous year.   Thanks   Sophir ... View more

Currently the datasource export of Currency field on Account object returns the Currency Description (Ex."US Dollar"). This should either return the Currency ISO code (so that it is consistent with the  API and reports export, which provides the currency ISO code), or there should be another field available for Currency ISO code. ... View more

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. ... View more

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/Get_Email_Notification_Histories). 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. ... View more

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-Charge-Tier/gpm-p/13279#M121. ... View more

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. ... View more

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 ... View more

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: http://snip.ly/KoC7#https://chartmogul.com/wp-content/uploads/2015/01/Ultimate-SaaS-Metrics-Cheat-Sheet-v1.1.pdf http://www.bvp.com/sites/default/files/bvps_10_laws_of_cloud_saas_winter_2010_release.pdf http://www.forentrepreneurs.com/saas-metrics/ http://www.forentrepreneurs.com/saas-metrics-2/ http://www.forentrepreneurs.com/saas-metrics-2-definitions/ http://www.forentrepreneurs.com/saas-dashboard/ http://www.forentrepreneurs.com/designing-startup-metrics-to-drive-successful-behavior/ https://docs.google.com/a/c9.io/spreadsheets/d/1XQDzoustLJkvJ2Uk0cGpXzWJbRhPWApyxu6e3Zs7ZXg/edit#gid=1074312018 https://opstarts.com/blog/tilting-a-smidge-understanding-the-numbers/ ... View more

  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? ... View more

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. ... View more

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. ... View more

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.   ... View more

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  ... View more

It would be very nice to export a Summary Report > Crosstab Layout without adding a  'value field'   Thanks for your help.  ... View more

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 " https://community.zuora.com/t5/Reporting-Ideas/Biannual-Half-Year-option-for-reporting-not-just-Year-or-Quarter/idi-p/12942   ... View more