Reporting Ideas

Hey guys,   we would appreciate it very much if Zuora gets the ability to run reports on the attached files in subscriptions or other database objects.   Would be very helpful in analyzing for ex. all subscription without any attached contract or all accounts without a valid SEPA direct debit mandate or something else.   The only way to filter it out at the moment is to create a custom field and enter it manually there for all objects. This is very impracticable in the daily business and not a really good solution for everyone.   We would also appreciate it if Zuora gets more logic into the custom fields, like formulas or rollups, like in Salesforce for ex.   Best regards, Matthias ... View more

would be great to have reporting to audit all communications/notifications sent from Zuora. thanks! ... 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

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

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

On the customer account page, we have "Last Invoiced" under the key metrics. Can we add "Last Payment Date" as well? If not, is there a current work around to populate last payment date?  ... View more

We currently have the option for 'Invoice: Last Emailed Sent Date," can we also have a field for: First Emailed Sent Date?    I want to be able to identify when invoices were first sent from a Bill-run.   Let me know if there are any work arounds.  ... View more

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

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

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

Currently the Order MRR and Order Quantity objects do not exist together in any report type, you have to run both those report types singularly and then export to Excel and do a Vlookup to get the data in one table, which is a huge pain.   We have business cases where we often want to look at these together - for example we want to know not only that someone downgrades $100 in MRR but also see that the downgrade was for 2 units. We report on both units gained/lost as well as revenue gained/lost and in pretty much all of our reporting need these two things together.   Seems like it would be easy for you to pull these into one report type as the data is all there already, you just need a report that includes both objects. ... 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

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

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

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

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

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

Hello!   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...   Thanx!   -e ... View more

I'd like to be able to create a report that shows usage for a certain time period (ex: contract to date) against the allowed usage units for that customer (which I believe is pulled from the Rate Plan Charge: Quantity field). I don't think this is currently something that is possible through Zuora reporting.    Ideally, I'd also like to be able to create an alert when the usage hits a certain percentage of the allowed usage, so that we can converse with customers before they go into overages.  ... View more