Reporting Ideas

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.

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

ResyConnor · ‎06-12-2019

We should have the ability to filter out reversed invoices in Zuora's core reporting. It would be beneficial to 1.) see how many invoices have been reversed and 2.) exclude reversed invoices from standard billing reports.

Zuora-Community · ‎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,

kwarpole · ‎05-22-2017

I have just learned that the "Export Payments" report on the Payments Tab is being "deprecated". I use this report multiple times a day to reconcile my cash deposits in Zuora with the cash deposits in the bank. The "Export Payments" report is being replaced with the Data Source Export feature. I just ran the Data Source Export report using every available data field and found that all the critical data is not available in one report. Most notably cash applied against an invoice and cash applied to an account credit balance are not available in the same report. Do not deprecate the "Export Payments" report until one report can be available that provides details of all posted cash.

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

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

JulianHawes · ‎03-22-2019

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."

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.

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.

Zuora-Community · ‎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-Community · ‎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-Community · ‎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

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

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.

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

Zuora-Community · ‎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.

Zuora-Community · ‎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.

bsanders · ‎12-14-2016

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.

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Reporting Ideas

Reporting MRR on Pending Activation Subs

Filter "Latest" in report

Filter Reversed Invoices in Reporting

Separate Report for Custom Role and Permission Details

Export Payments Report is Being Deprecated

Report on Rate Plan Charge: Quantity and Usage

Export data sources as JSON

Power BI - Date format

PowerBI Connector

Edit From Address for Scheduled Reporting

Summary Report - Crosstab Layout export

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

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

Allow ZOQL to create complex queries

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

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

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

MRR (Contracted) Reports for MRR as of day

Filter reports by the invoice owner

Exclude Report Filters at Runtime

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