Reporting Ideas

jtvega · ‎04-30-2019

I'd like to be able to create a report that shows usage for a certain time period (ex: contract to date) against the allowed usage units for that customer (which I believe is pulled from the Rate Plan Charge: Quantity field). I don't think this is currently something that is possible through Zuora reporting. Ideally, I'd also like to be able to create an alert when the usage hits a certain percentage of the allowed usage, so that we can converse with customers before they go into overages.

ymadar · ‎04-30-2019

Currently data sources queries are exported in csv format I want to be able to export report in JSON format

Zuora-Support · ‎01-13-2016

There is an obvious operator missing from the filters in the export data sources functionality. While it is possible to filter a list by a LIKE operator, there is no NOT LIKE operator. Thus if I want to export all subscriptions that start with "NF" I can do a filter "LIKE NF%" but if I want all the other subscriptions i.e. the ones that don't start with NF, I don't have a way of doing that. So, can we please have a NOT LIKE operator on the filters...

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.

LColeborn · ‎05-08-2017

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

vmanie · ‎04-06-2016

The MRR (As of Day) Trend report is great, except that it pulls MRR on the first day of each month (unless I pull 1 month at a time). Can this be adjusted to pull on the last day of each month for the designated range instead of the first day? This would be extremely helpful, and I can't imagine it would take a lot to make this change.

TraciLowry · ‎03-24-2016

Zuora should have a way to report in a base currency with pre-defined exchange rates (e.g. aging report in US dollars, converting Canadian dollar invoices into US dollars for report purposes). At this time, there is a third party offering some client's don't need. We need a static.

peterwalsham · ‎04-07-2017

Currently the reporting options only allow for Calendar Year and Calendar Quarter. Financial Year and Financial Quarter options would also be extremely useful. We end up creating many reports by month, exporting to spreadsheets and then manually summing over the financial year and quarter periods. Financial periods in reporting would remove a lot of this extra manual work! Related to request for " Biannual / Half Year option for reporting - not just Year or Quarter " https://community.zuora.com/t5/Reporting-Ideas/Biannual-Half-Year-option-for-reporting-not-just-Year-or-Quarter/idi-p/12942

SOLIVEIRA · ‎06-29-2018

Hi, We think that it could help if you add the condition "latest" on the filter as already exist " during, not in blank....". In our case it could allow us to do extraction of the last data of the previous year. Thanks Sophir

odawson · ‎11-15-2017

Can I put in a request to allow for MRR reporting on subscriptions without a service activation date (and a trigger condition of 'Upon Service Activation')? We need to be able to forecast MRR on subscriptions that are still in our pipeline and we can't currently do that. I've been told that I can report on MRR of a pending activation sub if the rate plan charge has a trigger condition of 'Upon Contract Effective', but contractually we cannot bill this way.

Zuora-Support · ‎01-13-2016

Feature Request: Add the ability to query MRR of a past day Status: Currently being reviewed by our Product Management Reference Number: PMT-1317 Business Need: Currently Zuora can only support getting "Today's MRR" with the query like "RatePlanCharge: ((Subscription.Status = 'Active' and RatePlanCharge.EffectiveStartDate <= '2013-05-20') and RatePlanCharge.EffectiveEndDate >= '2013-05-20') ". Customer wants the a bility to query Zuora for MRR in the past, not only for MRR of the day. And at any level, from invoice item up to account level or Zuora instance level. Because according to our customers, MRR is a key metric and it is essential to be able to analyze it over time, not just today's snapshot. C ustomers expect that such metric information is part of Zuora's core capabilities.

Zuora-Support · ‎01-13-2016

I've already submitted this as a request. It's logged under PMT-1751 Summary of the enhancement? Data is not stored consistently in Zuora. A field that has a NULL value in it when the record is created will be changed to empty string '' when that record is updated via the Zuora UI even if that field's value isn't explicitly being changed. What is the business problem? The problem with this data inconsistency is that ZOQL treats NULL and '' as distinct values (which is fine, although Salesforce treats them as the same in SOQL). We have custom integrations with Zuora that use the SOAP API to make ZOQL calls and it makes it difficult to find records in the Zuora database when we are looking for records with "empty" values (NULL or ''). Since the ZOQL language is also limited with it's ability to use AND and OR statements together we end up having to make 2 separate calls. One to find records meeting a certain criteria and with a NULL value in a particular field and then another almost identical call but with '' in that particular field. What is the business impact? We have to implement inefficient code to find the records we are looking for. Is there a workaround or is the customer blocked? If there is a workaround, what is it? Is the customer willing to apply this workaround? The workaround currently is to have two different ZOQL calls. What is the proposed solution (if available)? A solution would be to treat NULL and '' as the same value in ZOQL queries (or perhaps have that be an option to choose in the QueryRequest) or to preserve NULL values when records are edited through Zuora UI.

peterwalsham · ‎11-01-2016

There are multiple reporting features where you can choose to group by time period. A Biannual / Half Year option between Year and Quarter would be great. Use cases include: Reports where there is too much variation at quarterly level, but an annual grouping would not give enough detail Sales or Customer Success targets that are measured twice a year

twest · ‎03-24-2017

I see the Staus field in the Product Page w/in the Product Catalog. I can even sort the product catalog on this field values (active or cancelled). So, this should be added to reporting. The start/end dates are a way, but not as straight forward

skennedy · ‎03-22-2017

how do you manage people who are subscribed to reports? specifically - if they leave the company - how can i easily see a list of all reports that that person was subscribed to, so i can then remove them from the sceduled report.

Zuora-Support · ‎01-13-2016

Include USD, currency conversion date, and home currency, to the out of the box Aging report. The client needs an aging report that includes both the home currency of the account as well as the USD amount (since they track everything in USD at the GL level).

Zuora-Support · ‎01-13-2016

Feature Request: Allow ability to combine different data source objects together freely Reference Number: DE9569 Business Need: Current behavior is that export ZOQL has pre-joint objects, some customers want the ability to combine them in a way as they want and do not want to be limited by those pre-joint objects.

asdLCGP · ‎01-03-2018

It would be very nice to export a Summary Report > Crosstab Layout without adding a 'value field' Thanks for your help.

seeneenc · ‎04-19-2017

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

Zuora-Support · ‎01-13-2016

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,

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Reporting Ideas

Report on Rate Plan Charge: Quantity and Usage

Export data sources as JSON

Add "not like" operator to data source filters

Ability to get 'Average Days Outstanding' on invoices

Customise MRR (Contracted) Reports to include product sku/rate plan charge

Customize MRR (As of Day) Trend report

Reporting Currency

Financial Year and Quarter options in reporting

Filter "Latest" in report

Reporting MRR on Pending Activation Subs

Add the ability to query MRR of a past day

Be consistent with use of NULL values. Don't replace NULL with '' upon save from UI.

Biannual / Half Year option for reporting - not just Year or Quarter

Please add Product Status to Reporting Tool

Managing Subscribers on a scheduled report

Include USD, currency conversion date, and home currency, to the out of the box Aging report

Allow ability to combine different data source objects together freely

Summary Report - Crosstab Layout export

Power BI - Date format

Separate Report for Custom Role and Permission Details

Additional contact information for canned report in Z-Reporting (Invoice Aging)

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

Ability to calculate the revenue generated so far in the month at month end without actually generat...