In every zuora table we have created_by_id and updated_by_id. These technical ids are not very helpful by themselves. However on joining the table with USER table, we are able to identify the users. For our Client's reporting requirement, we will need Status and LastLoginTime from the USER table. This will enable us to: 1. Filter out the rows which are updated/created by Active users. 2. Create a scheduled report on Last login time
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It'd be very helpful to make Discount MRR available in Zuora reports
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Status:
Under Consideration
Submitted on
09-28-2017
05:48 PM
Submitted by
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. Thanks!
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Status:
New Idea
Submitted on
07-07-2020
06:05 AM
Submitted by
ConnorRoebuck
on
07-07-2020
06:05 AM

We have a lot of accounts billed for other account subscriptions. When running a subscription data export, we can only get Invoice Owner ID, and have to do a seperate account data source report to VLOOKUP the account name and number in. Is there a way of including account name and number in the subscription data source, along with the
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Status:
Under Consideration
Submitted on
01-13-2016
11:26 AM
Submitted by
Zuora-Community
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.
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Status:
New Idea
Submitted on
10-05-2020
09:13 AM
Submitted by
nicholasuzoni
on
10-05-2020
09:13 AM

It would be beneficial to export all Reporting documents in .xlsx format in addition to .csv Files that are emailed on Schedule Distribution cadences have notable compatibility issues with ETA tools such as Alteryx (Unicode txt).
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Status:
Under Consideration
Submitted on
01-28-2016
11:07 PM
Submitted by
Zuora-Community
on
01-28-2016
11:07 PM

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.
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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).
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Hello, It would be great to be able to delete a report created by another user, who is no longer working with the application. The creator user is disabled and the report was create as read-only. Thanks
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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.
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Status:
New Idea
Submitted on
05-09-2018
08:15 AM
Submitted by
nataliemcguire
on
05-09-2018
08:15 AM

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.
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Status:
Coming Soon
Submitted on
01-13-2016
11:26 AM
Submitted by
Zuora-Community
on
01-13-2016
11:26 AM

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
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Currently when payment runs are completed you are shown the number of and amount of unprocessed payments. I would like a report that showed me what invoices those were or what accounts those belong to. That would help me to see what is going on with those accounts and why payments are not processing. Thank you!
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Status:
New Idea
Submitted on
05-29-2019
10:27 AM
Submitted by
Stephanietang
on
05-29-2019
10:27 AM

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?
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When running a report in Zuora Reporting tool, the InvoiceItem.UnitPrice and InvoiceItem.ChargeAmount field values are rounded to currency value.
The Data Source Export, ZOQL Query, and Data Query does provide unrounded values for those fields.
However, some non-technical users do not have access to ZOQL Query or Data Query, therefore, this is the request to enhance the reporting tool to provide unrounded values.
The feature enhancement request is currently tracked by ANA-6898.
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Status:
Under Consideration
Submitted on
01-13-2016
11:26 AM
Submitted by
Zuora-Community
on
01-13-2016
11:26 AM

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/
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Status:
Coming Soon
Submitted on
05-02-2017
01:28 PM
Submitted by
CKHarwood
on
05-02-2017
01:28 PM

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.
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Status:
Coming Soon
Submitted on
01-13-2016
11:26 AM
Submitted by
Zuora-Community
on
01-13-2016
11:26 AM

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.
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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.
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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?
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