Reporting Ideas

Zuora-Community · ‎01-13-2016

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.

Zuora-Community · ‎01-13-2016

Feature Request: The subscriptions export includes records for all amendments (versions) in the subscription Reference Number: DE3297 Business Need: For example: Subscription has 10 versions, 10 records on the subscription export. Data Sources workaround

Zuora-Community · ‎01-13-2016

Feature Request: Currently users can specify a batch for an account to be associated with for billing purposes. These are generically refereed to as Batch 1-20. The request is to have the ability to customize the names for these batches (e.g. Checks Only Batch, Private Label Batch, One-off Payment Batch, etc.). Reference Number: Included in January 2015 - R184 Business Need: Generic names of batches make it challenging to always select the correct batch to place a customer account into.

Zuora-Community · ‎01-13-2016

Our Invoice number format is INV{XXXXXXXX}. for e.g. 'INV00012790' . On every month end , we need to capture all revenue so far in the month esp. the usages sitting as ‰Û¡ÌÝÌápending processing‰Û¡ÌÝå» for the closing month. Zuora does not provide a running calculation of the amount due so far in the month without running the actual bill run. We currently are running a month end bill run to capture all revenue so far in the month ( as per Zuora's suggestion) . But we do not post this since the customer's bill cycle day is the day of their subscription activation and does not align with the month end. Hence we have to cancel the invoices that we generate at month end to capture the revenue of pending processing usage. We perform the above process for each account per month. In the process, we are using up the invoice numbering sequences quicker. Is there a way to capture the ‰Û¡ÌÝÌápending‰Û¡ÌÝå» revenue amount without having to perform a bill run/actually generating an invoice (kind of a running total till date for the current month if the billing period is monthly)? Or if bill runs are necessary, can Zuora re-use cancelled invoice numbers since they are not ‰Û¡ÌÝÌáposted‰Û¡ÌÝå»? What happens once the invoice number sequence value reaches the maximum value of the current pattern i.e. 'INV999999999'?

Zuora-Community · ‎01-13-2016

Feature Request: Ability to schedule data exports Reference Number: DE10557 Business Need: Customers need to produce a daily extract file to support integration with other systems.

Zuora-Community · ‎01-13-2016

Feature Request: Customer's would like to have the ability to sort the Invoice PDF export by Parent Account and alphabetically by Billing Contact last name. Currently, Invoice PDF export is not in a meaningful sort order. Reference Number: DE5222 Business Need: - the current invoice PDF export does not have a functionality to sort by order of billing account, it only supports a filter of Invoice Status (Bill Run Number, Invoice Balance, and Invoice Total) and extract by time frame.

Zuora-Community · ‎01-13-2016

Feature Request: add the ability of the SubscribeOptions to support future dated subscriptions Reference Number: DE5894 Business Need: A customer has experienced several irregularities on the result of the SubscribeOptions. When we further checked, we verified that one of the accounts in question was created on 03/17/2011. Since it was created thru a subscribe(), the subscription was also created on 03/17/2011. However, the triggering dates of the subscription is set as 03/18/2011. The reason behind this is that the API Sandbox server is running 2 hours behind CST, hence the createdDate and contractAcceptanceDate were off by 2 hours and that explains why the invoice wasn't generated on demand but was later processed when the bill run came through. Currently, the design of the SubscribeOptions is that if it is not passed, it would default TRUE and would generate an invoice and process a payment on a subscribe(). However, it is not designed to support future dated triggering conditions of a subscription even if the options "GenerateInvoice" and "ProcessPayments" are passed as TRUE on the subscribe().

Zuora-Community · ‎01-13-2016

Feature Request: Increase the number of batches 20+ or infinite amount of batches Reference Number: DE8396 Business Need: As businesses grow, a need for more batches for bill runs and payments runs is being requested. Using batches for different lines of business.

Zuora-Community · ‎01-13-2016

Feature Request: Ability to use Z-Reporting page in Zuora with their preferences saved so you don't have to modify the page every time Reference Number: DE8827 Business Need: Customers want to be able to use Z-Reporting page in Zuora with their preferences saved so they don't have to modify the page every time. Currently you can only save report types but not the setting for preferences. For example if they collapse a list of reports, the next time they come in they want that list still collapsed.

Zuora-Community · ‎01-13-2016

1. Summary of the enhancement? Invoice Item Adjustment Report could be generated for a given time frame. 2. What is the business problem? the only option for now is to pull the report from the beginning of time rather than just for a given time frame 3. What is the proposed solution (if available)? Have date filter fields when pulling Invoice Item Adjustment Report. RFE/DE : DE9625 Status of RFE: Under evaluation

Zuora-Community · ‎01-13-2016

Feature Request: Add the ability to Tax Reporting to create a report that shows the items State Tax, State Tax Amount, County Tax, County Tax Amount, City Tax, City Tax Amount and Sold to fields like Sold to Country, Sold to State, Sod to County, Sold to Postal Code at Invoice line item as additional columns. Status: Currently being reviewed by our Product Management Reference Number: PMT-1340 Business Need: The current tax reporting module produces a tax report which is large and unmanageable. In addition it does not show a simple bucket for the tax type (State / County / City) - each item has a different value. C ustomer require the ability to create the appropriate taxation report that shows SKU+ Tax Amount of State, County, City + Sold to (sold to if sub account) at Invoice line item as additional columns.

Zuora-Community · ‎01-13-2016

Customers would like the ability to customize Invoice Aging Report with additional fields from account within Z-Reporting. The report in question can be found by going to Z-Billing -> Reports -> Reporting -> Payments and Collections -> Invoice Aging Report.

Zuora-Community · ‎01-13-2016

Feature Request: Ability to report on Included Units for Data Sources Reference Number: DE4036 Business Need: Currently Data Sources allows you to report on Product Rate Plan Charge. When running a report for Included Units (Product Rate Plan Charge) the export shows blank entries for Included Units column. Customers need the ability to report on Included Units for Product Rate Plan Charge exports. Work Around: You can query Product Rate Plan Charge by using the API and that will display Included Units. API Query and looking up the rate plan within the UI is the only way to see included units.

Zuora-Community · ‎01-13-2016

Feature Request: Consolidate currency reporting that makes use of the default currency & exchange rates Status: under evaluation Reference Number: PMT-1733

Zuora-Community · ‎01-13-2016

When user wants to run a transnational detail report for future period, it should be available for all accounting periods which are created.

Zuora-Community · ‎01-13-2016

If Zuora is used in multiple departments in a tenant using Data Access Control (DAC), the company wants to grant Report & Data Source to each department‰Û¡ÌÝå»s data analysts. But Report & Data Source doesn't allow to be used by the user who has lower level of Data Access Control. So we strongly want to raise an enhancement request that Report & Data Source can be used by users who has a lower level of Data Access Control (DAC). And if the lower access level user executes Report or Data Source, we hope that the extracted data is limited to the range of his/her data access control.

Happy Business Starts Here

Vision

Products

Zuora Central Platform

Products

Zuora Marketplace

Solutions

By Industry

By Role

Customers

Resources

Resources

Subscribed

Support

Company

Reporting Ideas

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

The subscriptions export includes records for all amendments (versions) in the subscription

Custom Names for Batches

Ability to calculate the revenue generated so far in the month at month end without actually generating the invoice

Ability to schedule data exports

Ability to Sort Invoice PDF Export

SubscribeOptions to Support Future Dated Subscriptions

Increase the number of batches 20+ or infinite amount of batches

Ability to use Z-Reporting page in Zuora with their preferences saved so you don't have to modify the page every time

Add date filter fields when generating Invoice Item Adjustment Report

Add Tax Reporting that shows the items State Tax, County Tax, City Tax and Sold to fields

[Z-Reporting] Customize Invoice Aging Report with additional fields from account

Ability to report on Included Units for Data Sources

Consolidate Billing Report Into One Currency

Transactional detail report should be available for any future accounting period which is created

Reporting & Data Source (Data Export) with Data Access Control