Showing ideas with label Feature Request.
Show all ideas
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
... View more
See more ideas labeled with:
-
Feature Request
-
Reporting
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
... View more
See more ideas labeled with:
-
Feature Request
-
Reporting
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.
... View more
See more ideas labeled with:
-
Feature Request
-
Reporting
It would be very valuable for our company if we were able to create reports based upon Product Features added to Subscriptions. In our company we use Product Features to provision our customers access to the software they are subscribing to, or to get specific support agreements (as example). For reporting, we would appreciate some support for Product Feature and Subscription Feature in the data. Adding own data sources for both would be valuable but maybe also to some of the existing like "Subscription". Does Zuora have any plans for this? I see this idea from earlier: https://community.zuora.com/t5/Reporting-Ideas/Product-and-Subscription-features-in-reporting/idi-p/18592 but it seems to not have been answered. Thank you for any input to this 🙂 Karina
... View more
See more ideas labeled with:
-
Feature Request
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
See more ideas labeled with:
-
Feature Request
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
See more ideas labeled with:
-
Feature Request
Status:
Under Consideration
Submitted on
08-24-2016
03:00 PM
Submitted by
ashimshock
on
08-24-2016
03:00 PM

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
See more ideas labeled with:
-
Feature Request
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
See more ideas labeled with:
-
Feature Request
-
Reporting
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
See more ideas labeled with:
-
Feature Request
-
Reporting
Status:
Coming Soon
Submitted on
05-08-2017
10:57 AM
Submitted by
LColeborn
on
05-08-2017
10:57 AM

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
See more ideas labeled with:
-
Feature Request
Hi, I was wondering if there were any Zuora users out there who also use Power BI Service (not desktop)? We are trying to change the date format as it currently is set to a US format (MM/DD/YYYY). As the data is ingested into Zuora is currently set to DD/MM/YYYY as we are in Australia, not all of the data is coming through. Hoping for a mircale fix! Thanks in advance, Geoffrey
... View more
See more ideas labeled with:
-
Feature Request
Currently data sources queries are exported in csv format I want to be able to export report in JSON format
... View more
See more ideas labeled with:
-
Feature Request
It would be very nice to export a Summary Report > Crosstab Layout without adding a 'value field' Thanks for your help.
... View more
See more ideas labeled with:
-
Feature Request
As the following idea states we also use PowerBI and need connection capability to Zuora to instigate our own metrics. I have copied and pasted the original text and this is the link: https://community.zuora.com/t5/Reporting-Ideas/Power-BI-Connection/idi-p/20468 As I cant see any reply attached to the original idea, iwas wondering if you could let me know if this is in the pipeline as currently we are unable to report out of Zuora the way we need to. Thank you copy of text : " We use Microsoft Power BI for all our internal company reporting. Zuora has a very limited service pack which allows you to use some predefined data sets to create dashboards. It would be really useful to create a proper connection with Power BI so we can query the data with the Power BI Desktop Application. This would allow us to create our own calculations and links to our other company systems. As you have already created a service pack for Zuora it seems this wouldnt be too much work. Being a SaaS company ourselves the limited reporting capabilities in Zuora are really holding us back as we cannot integrate our Subscription Metrics with CRM data."
... View more
See more ideas labeled with:
-
Feature Request
When making changes to the configuration on Zuora such as setting up accounting periods, I would like to be able to extract the data down to Excel. This would be useful as I am using multi tenants and can then use Excel to quickly check that each tenent is cofigured in the same way.
... View more
See more ideas labeled with:
-
Feature Request
-
Reporting
Status:
Under Consideration
Submitted on
04-25-2017
08:51 AM
Submitted by
Owen
on
04-25-2017
08:51 AM

Are we able to add an option to explicitly define when a week in Reporting starts and ends? Currently I believe that it is Monday to Sunday but some businesses use different definitions e.g. Sunday to Saturday
... View more
See more ideas labeled with:
-
Feature Request
We need possiblity to do LEFT OUTER JOIN among Entities. I give you and example of an objective for having it: I need a report that shall show all the UOM of an Account where the usages were not loaded. I tried to do it starting from the Rate Plan Charge data source but I don't have the usages I tried to do it starting from the Usages data source but than it filters on all UOM where we had usages. What I need in pseudo SQL is the following SELECT ACCOUNT.*,CHARGES.UOM FORM ACCOUNT INNER JOIN CHARGES LEFT OUTER JOIN USAGES WHERE USAGES.VALUE IS NULL We need it to check that our interface worked fine. Thanks
... View more
See more ideas labeled with:
-
Feature Request
Status:
Under Consideration
Submitted on
12-14-2016
01:31 PM
Submitted by
bsanders
on
12-14-2016
01:31 PM

Reports may need to focus on different data sets depending on who is running the report. To this effect the new reporting tool provides the "Ask User Later" option so that individual users can define their own criteria for a given filter. However this has one major drawback, the user cannot choose to ignore one or more filters which are not applicable to their reporting needs. For example, if a report is outputting billing information by account, depending on who is running the report they may want to filter by Account, Invoice, or Rate Plan Charge level information. By building these prompts into the report with the "Ask User Later" when the report is run, the user will get a pop-up something like this: However If a user is only interested in filtering by one of these fields, they cannot populate only one value ignoring the rest. Since all filters must have values (cannot be blank) and select lists do not have an All or None option this issue affects the report regardless of if the filter conditions are set using "AND" or "OR." If the filters are set with "AND" and any of the filter criteria are invalid, such as leaving the Source ID with the default "Enter Text," then the report will not return any results since there are no Bill Runs with the Source ID of "Enter Text." At the same time if the filters are set up using "OR," if any additional filters are valid, such as setting the Billing Batch to "Batch5" but leaving the Invoice Date as "Is during Current Month," it will include results based on all valid filters not just the one needed for the report. In the Old Reporting tool if a value was not set for a filter it was ignored as a condition. Since the new reporting tool requires a value for every filter, the solution here would seem to be to add a checkbox at runtime for each filter which has "Ask User Later" to allow the end user to ignore the filter condition for their report.
... View more
See more ideas labeled with:
-
Feature Request
Status:
Under Consideration
Submitted on
12-05-2016
10:44 AM
Submitted by
bsanders
on
12-05-2016
10:44 AM

Currently in the Zuora UI there is a Data Source called Rate Plan Charge which contains summary charge level information such as Charge Name, Quantity, TCV, etc, however there is no Amount / Value field. When looking at the Rate Plan Charges within a Subscription Version there is a Total column which provides a calculated value representative of what the actual invoice charge will be (for Recurring charges), however this field does not exist in the related Data Source. This means that if I wanted to pull a report of upcoming Rate Plan Charges I would be unable to have this value available without exporting the report to excel and then creating a Calculated Field which divides the TCV by the Billing Period / Specific Billing Period, or multiplies the MRR by the Billing Period / Specific Billing Period. It would be very useful to have the Rate Plan Charge Total available as a Data Source / Reporting field
... View more
See more ideas labeled with:
-
Feature Request
-
Reporting
Status:
Under Consideration
Submitted on
11-08-2016
07:49 AM
Submitted by
bsanders
on
11-08-2016
07:49 AM

In the old reporting tool there was an option to have 0 or more values per filter and each one would be evaluated based on the filter Operator. This was critical to our business process as each user running a given report has different requirements for what they need in the results. Some users would require the report to provide all data from the system, and some would require anywhere from 1 - 100 filter values. In the new reporting tool the only way to have multiple values per filter is to use the "In" operator which requires an exact match, and if there is a filter a value must be entered to return results. This is a problem when the full value is unknown or if there are no filter values needed. eg. If I have 30 accounts which have variations of the same account name "Spam Eggs and Spam" and another 30 with variations of "Meridian Memories Photography." If I want to pull back all accounts which have "Eggs" or "Memories" in their names I would need to use the "Contains" filter on these words.In the current reporting tool I would be able to add both of these as Filter Values at Run-Time and would get a single report containing all 60 accounts. However since the new reporting tool only allows a single value to be used for the "Contains" operator, these would need to be run as separate reports. Alternately if I wanted to use this same report and return All accounts in the system, I would have no way to do so since if the filter is left blank the report will not return any results and there is no way to omit a filter at Run-Time. Since there is no way to know in advance how many filter values need to be added (or if they are needed at all), we need the ability to either leave the value blank or have multiple values for a filter regardless of the operator type or filter key.
... View more
See more ideas labeled with:
-
Feature Request
-
Reporting