Reporting Ideas

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,

krue · ‎01-17-2017

We would like the option to change the "from" address for scheduled reporting from "support@zuora.com" to a client's internal email. That way, the receivers of the report can start a direct conversation with the person who created the report or with the other cc's. This flexibility will also allow easy integrations with other platforms such as ZenDesk to create automated tickets with the scheduled reports.

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.

peterwalsham · ‎11-01-2016

Would be very nice to have the option for reports to appear nicely formatted in the body of an email, rather than just attached as an (unformatted) CSV or link to a page in Zuora. Salesforce do it! They give you the option to have a report embeded in an email, not just as an attachment. This makes it much easier to: Forward to colleagues without the need to explain the CSV or format it yourself to make it more readable View the report on mobile devices

Zuora-Support · ‎01-13-2016

Here at Pivotal, we are using features to track the subset of functionality that encompasses the entire product and we have no way of reporting on how these features are being subscribed to. We need features, product features, and subscription product features to be available through data source exports and reports.

Zuora-Support · ‎01-13-2016

Feature Request: Need a report of payments by product (right now payments are by invoice/payment accounting code) Reference Number: DE3007 Business Need: Is there a way to do this? The A/R report is by payment accounting code but we need to know how much $ was collected by product. A payment can be associated to an invoice. An invoice contains many products. There's no 1 to 1 relationship where we can map products to a payment.

Zuora-Support · ‎01-13-2016

Here are some examples of the ZOQL features I'd like to see added. These limitations are documented on Zuora's site here. https://knowledgecenter.zuora.com/BC_Developers/SOAP_API/M_Zuora_Object_Query_Language **Support parenthesis for order of operations SELECT Id, Name FROM Account WHERE (CustomField1__c = true AND CustomField2__c = true) OR CustomField3__c = false **Support "like" operator SELECT Id, Name FROM Account WHERE Name like 'zendesk%' **Support "in" operator SELECT Id, Name FROM Account WHERE Id IN ('111111111', '22222222222', '33333333333', '4444444444') **Support "order by" SELECT Id, Name FROM Account ORDER BY CreatedDate DESC Here are some examples of the ZOQL features I'd like to see added. These limitations are documented on Zuora's site here. https://knowledgecenter.zuora.com/BC_Developers/SOAP_API/M_Zuora_Object_Query_Language Support parenthesis for order of operations SELECT Id, Name FROM Account WHERE (CustomField1__c = true AND CustomField2__c = true) OR CustomField3__c = false Support "like" operator SELECT Id, Name FROM Account WHERE Name like 'zendesk%' Support "in" operator SELECT Id, Name FROM Account WHERE Id IN ('111111111', '22222222222', '33333333333', '4444444444') Support "order by" SELECT Id, Name FROM Account ORDER BY CreatedDate DESC

Owen · ‎04-25-2017

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

paulkaiser · ‎05-04-2018

Hi, Our accounting periods follow a 4-5-4 schedule, thus, while predictable, it is difficult to schedule reports to execute only after a close. Thus we tend to schedule them weekly and they are combined for actual use. It would be nice to be able to schedule reports to run on an accounting period close for that accounting period.

Zuora-Support · ‎01-13-2016

I need what the MRR (Contracted) Reports provides (start mrr, new, upgrades, downgrades etc) by account per month for MRR as of day, not CMRR. I also need this report to be based on contract effective dates and not amendment dates. The MRR trend report is ok since it show the end mrr by account per month, but it doesn't have the MRR (Contracted) Reports details described above. This is a crucial saas metric for every saas company and I am very surprise that Zuora does not provide this report.

MattPicio · ‎10-06-2016

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.

ChrisSwanson · ‎10-18-2017

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.

Zuora-Support · ‎01-13-2016

"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.

Zuora-Support · ‎01-13-2016

Zuora currently don't support a single Data Source that would return ALL types of amendments with their corresponding pricing information. This is because we store some amendments at the Subscription Level and others at the Rate Plan Charge Level. Subscription Level Amendments include Renewal, Cancellation, OwnerTransfer, and Terms and Conditions Amendments, while other type of Amendments, such as New Product, Remove Product, and Update Product Amendments are Rate Plan Charge Level Amendments. Consequently, there's no way to pull price information from various amended subscription types from a signal source. Please evaluate the possibility of associating the Data Source "Subscription Version Amendment" to the Rate Plan Charge Level and the Rate Plan Charge Tier Level Data Source which would allow you to access this information from a single source. Keep in mind that we need to account for PRICE information in this solution

Zuora-Support · ‎01-13-2016

Feature Request: Allow Printing & PDF output for Z-Reports Reference Number: DE8158 Business Need: Allow printing and PDF outputs from Z-Reports. Allow for formatting page layout in order to optimize printing (some pieces avaialble for the HTML layout)

Zuora-Support · ‎01-13-2016

The inability to show invoice item adjustments on reports from Zuora is a critical omission from the current reporting tools. Zuora's reports are essentially useless to us because they do not include invoice item adjustments. Without these invoice item adjustments on the reports, our AR is overstated. I understand that we can code up something against the Zuora API, but that's a lot of work just to generate a simple report. I also understand that a list of all invoice item adjustments can be downloaded the Invoice Item Adjustments page, but this doesn't help us as using it involves copy/pasting rows from that report into other reports we generate. This is a manual process and it's very error prone. Please, please add invoice item adjustments into the reporting tools. It looks like this has already been requested elsewhere, but I feel this issue bears repeating: https://support.zuora.com/entries/20325156-support-invoice-item-adjustments-on-data-sources-reporting-tool

Zuora-Support · ‎01-13-2016

Feature Request: Need an A/R report at a specific date that has the customer detail as well as separate value for invoice and tax amounts Reference Number: DE5595 Business Need: Current A/R report doesn't provide sufficient detail to support reporting requirements. Customer needs a specific date as well as separate value for invoice and tax amounts to support collection activities and year-end audit.

Zuora-Support · ‎01-13-2016

Feature Request: Ability to schedule and e-mail reports out of Z-Reporting Reference Number: DE9246/PMT-1355 Business Need: Customers need the ability to automate the Z-Reporting functionality. Allowing users to create scheduled reports and then the ability to email them out. This will decrease the number of users accessing reporting. Some Zuora operators may not need to access reporting.

Zuora-Support · ‎01-13-2016

Feature Request: When we go to Reports > Exports and create an export on Payment, in the report there is the "Created By" field which provides the logins of the users who created the payment. However, this "Created By" field is not available via Data Sources nor Z-Reporting. We should add this field to Data Sources and Z-Reporting. Status: Under evaluation Reference Number: DE9830 Business Need: Customers build reports using Data Sources or Z-Report tool and need to display the username (i.e., Created By) in the report. However, this field is not available. The closest field is "Created By Id" but it only displays the UserId which is not helpful.

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Reporting Ideas

Power BI - Date format

Separate Report for Custom Role and Permission Details

Edit From Address for Scheduled Reporting

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

Scheduled report embedded in email body & nicely formatted - instead of just CSV attachment or link

Need the ability perform reporting and data source export on feature objects

Need a report of payments by product (right now payments are by invoice/payment accounting code)

Allow ZOQL to create complex queries

Be able to define the 'week' start and end days

Schedule Reports by Accounting Period Dates

MRR (Contracted) Reports for MRR as of day

Data Sources Field List Should Display Field Type

Power BI Connection

Filter reports by the invoice owner

Report to pull ALL types of amendments with their corresponding pricing information

Allow Printing & PDF output for Z-Reports

Add Invoice Item Adjustments to on demand reports

Need an A/R report at a specific date that has the customer detail as well as separate value for invoice and tax amounts

Ability to schedule and e-mail reports out of Z-Reporting

Add "Created By" field to Data Sources and Z-Reporting

Ability to schedule data exports

To show the total amount paid of customer accounts in one CSV file

Ability to schedule and e-mail reports out of Z-Reporting