Reporting Ideas

Zuora-Support · ‎01-13-2016

Business needs: Customer Z thinks we have a design gap for excluding discount on CMRR computation which is an issue for them. They used to issue discounts as negative valued Products in the past and they had no problems with CMRR because the discounts was another "Product" with negative $. So when we rolled out discounts as part of the Product, it looked much cleaner and they switched. However, they now discovered this problem and they use the CMRR for a lot of reporting downstream. Reference Number: DE9669 Proposed solution: include Discount charge on CMRR computation

Zuora-Support · ‎01-13-2016

Feature Request: Include Discounts in MRR report and as a field in Data Sources Reference Number: DE7412/PMT-393 Business Need: Some customers are trying to build KPI reports and Discounts should be included in those reports, however, in Zuora MRR report, there is no Discounts included and there is no Discounts field in Data Sources, so customers cannot export the data about Discounts. Now they are asking for the ability to include Discounts in those reports.

CKHarwood · ‎05-02-2017

It is not currently possible to join data from the Rate Plan Charge Tier table (where unit prices live) with date from the Account table (where human-readable account data lives) in the reporting tool. The closest approximation I can find is between Subscription.CreatorInvoiceOwnerID and Account.ID. Are there plans to add the relationship between Rate Plan Charge Tier and Account in the reporting tool? This was discussed in the Reporting User Group at https://community.zuora.com/t5/Reporting-User-Group/Linking-the-Rate-Plan-Charge-to-the-Rate-Plan-Charge-Tier/gpm-p/13279#M121.

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.

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

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

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: Need the detailed A/R Report created from Data Sources Reference Number: DE6410 Business Need: The current A/R report in Zuora Web UI is more of a summary level. For audit and reconciliation purposes, some customers are requesting to have the ability to create a detailed A/R report in Data Source, so that the detailed line item data (invoices, payments, refunds, adjustments, credit balance, etc) for each billing account will show in this report.

ashwiniy · ‎04-04-2017

The field(Invoice Balance Impact) is seen under section 'Transaction(s) associated to this Invoice'. It shows the negative values of the Item adjustments made on that invoice. This Invoice Balance Impact is generated by the internal query system that looks for all payment types tied to the invoice. That is how it generates the "Invoice Balance Impact" column. Unfortunately, this "Invoice Balance Impact" field is not accessible in report/datasource. It would be great to see this field in the reports.

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Reporting Ideas

Include Discount charge on CMRR computation

Include Discounts in MRR report and as a field in Data Sources

Link Rate Plan Charge Tier and Account tables

Reporting Currency

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

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

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

Need the detailed A/R Report created from Data Sources

To introduce field Invoice Balance Impact

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