New Idea
MJ Zuora Staff

Zuora Staff

Specify delimiter when creating CSV report

Status: New Idea
by Zuora Staff on ‎01-05-2018 04:28 PM

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).

nataliemcguire Savvy Scholar

Savvy Scholar

Reporting on bounced emails

Status: New Idea
by Savvy Scholar nataliemcguire on ‎05-09-2018 08:15 AM



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.

WD-kenlee Valued Scholar

Valued Scholar

Run Report Without Saving

Status: Under Consideration
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.




New Student

Filter "Latest" in report

Status: New Idea
by New Student SOLIVEIRA on ‎06-29-2018 05:57 AM




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.





tanayj Zuora Staff

Zuora Staff

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.

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.

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.

CKHarwood Savvy Scholar

Savvy 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
vgibilisco Honor Student

Honor Student

Revenue Report in Home Currency

Status: New Idea
by Honor 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:

asdLCGP Student


Summary Report - Crosstab Layout export

Status: New Idea
by Student asdLCGP on ‎01-03-2018 07:05 AM

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


Thanks for your help. 

LColeborn Advanced Tutor

Advanced Tutor

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

Status: Coming Soon
by Advanced 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
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
Emmanuel Zuora Staff

Zuora Staff

Ability to send scheduled report by mail ONLY if these are not empty

Status: New Idea
by Zuora Staff ‎11-26-2017 11:06 PM - edited ‎11-26-2017 11:06 PM



I often run reports to check for erreurs... and usually everything goes fine, and hence the reports just come empty. When errors do occur, the report lists the items I should double check or fix.

Today, there's no way NOT to send empty reports... which in my situation would be useful...


That's would be a good addition I believe, a checkbox 'Only send if no empty' r something similar...





ashimshock Tutor


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.  

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.

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"


vmanie 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.

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...