Reporting Ideas

Owen · ‎05-25-2017

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.

PaulShearn · ‎09-04-2017

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.

bsanders · ‎12-05-2016

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

bsanders · ‎11-08-2016

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.

EdPolo · ‎02-04-2019

I think that sFTP should be considered as a new report delivery method. Currenlty, all delivery method require user interaction which makes automation difficult. sFTP will resolve this problem and make automation/integration seamless. Thanks, Ed

jleine02 · ‎07-25-2018

Customer's who have signed contracts that include multiple rolling windows within their current term have multiple rolling window start dates. Currently, there is no way to export the actual start date of a rolling window period (let alone the current/active rolling window start date). We can arrive at this date using logic in our own reporting, but it would be so much easier if Zuora provided this specific date since they are already performing calculations based off of it.

bheckard · ‎09-18-2017

Priority - Severe Zuora's current solution for delivering scheduled reports is insufficient, from a security perspective. Emailing an unprotected CSV file that contains sensitive customer data not only risks exposure of PII, but also fails the standards of many (most) Information Security policies (including those of our company). We request that Zuora provide a secure solution to file/report deliveries. Ideally, Zuora would implement one of the following solutions: Ability to send reports via SFTP to a server Ability to password protect files that are delivered via email Our technology team considers the current method to be in violation of standard PII procedures, and would like a solution ASAP. Thank you, Barry

bsanders · ‎12-14-2016

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.

bsanders · ‎12-08-2016

We need the ability to set Field Formats in the new reporting tool. eg. if I am running a Usage Report I may not want to have the TimeStamp included in the Start Date or Updated Date fields, or for the Quantity field we need to be able to export the results with the number in ###0.00 format instead of #,##0.00, having the comma in the number when this is exported to a CSV file causes issues since it distorts the column alingments.

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Reporting Ideas

Ability to get 'Average Days Outstanding' on invoices

The ability to report on standing data such as "Accounting Periods"

Need Rate Plan Charge Total added to Data Source

Allow No or Multiple Values for All Filter Operators

New report delivery method - sFTP

Export Rolling Window Start Date

Ability to send scheduled reports securely

Run Report to File Instead of Web Preview

Column Format in New Report Tool

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

Rate plan charge data source modification

DMRC for Remove a Product should show the correct amount