Reporting Ideas

Hi,

I know we have a report for User list which is good. The other report that should be made available is one that indicates the role and the permission values for what is selected. An example for this would be an OOTB report that pulls all roles and lists out the available permissions and indicates which permissions are selected for each role.

Thanks,

Feature Request: Data Sources and Reporting column should use the same type of name in UI

Reference Number: DE9755

Business Need: in Data Source tab, it displayed the label name, but in Reporting column Selection tab, it displayed the field name. The inconsistant type used may confuse customer.

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 are creating a report identifying Invoice Owners on Subscriptions. On both the data export and Reports, Invoice Owner shows up as Invoice Owner ID which is a long string of numbers. This string of numbers means nothing to us - we would like to see this field or to add a field that shows the actual account number that is being translated into the Invoice Owner ID. Is this possible? <!--?xml:namespace prefix = "o" ns = "urn:schemas-microsoft-comfficeffice" /-->

For example: an Invoice Owner ID is: 2c92a0fb404190340140496c46531967
When translated into the Account number, the account number is 698

So the only way to translate that Invoice Owner ID so that it is meaningful and useful to us, is we have to pull the export of Customer Accounts and cross reference the ID on that spreadsheet to get the Account Number.

Is there a way you can put Invoice Owner Account Number in the Reports and/or Data Export as well?

------------------------ I was told to post this support ticket question as an "idea" ------------------------

Hi Zuora,

Is there a way to pull a report in Zuora with both usage and revenue?

I was expecting just a simple pull, but actually the usage fields and revenue fields are not available on a single report. Here is the screenshot from the usage report. You can see it has usage and usage rate and usage quantity, but Revenue Schedule Item is only available in a separate file.

Seems like a pretty standard thing to be able to tie usage to revenue but I can’t find it anywhere. This would be a major win/loss in terms of the analysis we want to do so please let me know of workarounds as well.

Thank you,

Bill

Currently, there is no method in the Data Sources export tool to tell which fields on a given data source are native Zuora fields, and which are custom fields or system fields belonging to Zuora integrations such as Z-Suite.  It would be very helpful if the non-native fields had an identifier at the end of the name - e.g. instead of "ClonedSubscriptionId" in the attached screen shot, it would display "ClonedSubscriptionId (custom)", or even better - "ClonedSubscriptionId (custom, non-indexed)".  Would you please add this feature?  Thanks.

Feature Request: Add Parent Name to Account Object in DataSources

Reference Number: DE7951

Business Need: Customers need to group reports by parent name. They can do it by parent id, however this is not a user friendly or easy way for customers to understand who the parent account is.

"Data source exports pull the Account information associated with the subscription and not the Account information of the invoice owner (if it happens to be different than the account associated with the subscription). In the cases where the invoice owner is a different Account, than the Account associated with the subscription, one can obtain the Account information of the invoice owner by: 

1. Getting a report of the invoice related information

2. Getting a report of all Accounts' information

3. Identifying / pulling the Account information of the invoice owner by matching the invoice owner ID from the invoice report (step #1) with the Account ID from the Account report (step #2)". This can be performed via Excel V-Lookup.

Hi

It could be nice to be able to bucket some of your values to be able to create more readable reports. T.ex products into productfamiliy

Aging Report: Credits, USD Values, Collections Team Member, Salesperson, Country & State

Feature Request: Report that will show New MRR/TCV by account instead of for all accounts

Reference Number: DE8091

Business Need: 

Report that will show New MRR/TCV by account instead of for all accounts since they are trying to match new sales to partners so they can pay the partner a percent of the sales

While there is value in having Summary Reports display in the UI at runtime, Detail Reports are rarely going to be used within the web-browser. This would also avoid the additional steps and time involved with exporting the report. In current functionality when a report is run, only after the web view has been rendered is the option to Export it made available. Depending on the report, its parameters, and result set, this can take a considerable amount of time.

It would be very useful to have the option to choose if the report should rendered to the web interface or saved to a file at runtime.