Reporting Ideas

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: Ability to report on invoice adjustments in the Reports section (e.g., Data Sources, Analytics) Reference Number: DE7382 Business Need: Currently, the only way to pull invoice adjustment data is to export invoice adjustments under Billing Operations section. Customers would like to have the ability to report on invoice adjustments in the Reports section (e.g., Data Sources, Analytics). With this customers can customize their report on invoice adjustments.

Zuora-Support · ‎01-13-2016

This would be great to add to the standard reports provided in Analytics.

Zuora-Support · ‎01-13-2016

Feature Request: Pulling Change in MRR (Order MRR - DMRC) report shows zero amount for Remove a Product amendment. However, in Web UI, it displays a negative amount. It would be great if the numbers that is exposed on web UI will be available as well on Report (e.g. Data Source, Export, Reporting). Also, ability to remove the duplicates- have it on subscription level and not rate plan. Reference Number: DE9951 Business Need: pulling the report is really confusing. Web UI is really helpful but customer needs to have this report on a monthly basis so manually checking it on UI is very painful.

Zuora-Support · ‎01-13-2016

We did observe that when in data exports if we select rate plan charge data source and include amendment and rate plan columns too, the export only populates amendment and rate plan information of the most recent version of the subscription. This can be problematic especially when you are using aqua zoqlexport to ingest data into data warehouses. One of the potential solutions to this is to add Subscription Version Amendment table to the rate plan charge data source. Is this doable?

Zuora-Support · ‎01-13-2016

Feature Request: Report that will show New MRR/TCV by account instead of for all accounts Reference Number: DE8091 Business Need: Report that will show New MRR/TCV by account instead of for all accounts since they are trying to match new sales to partners so they can pay the partner a percent of the sales

Zuora-Support · ‎01-13-2016

Feature Request: To show the total amount paid of customer accounts in one CSV file Reference Number: DE7360 Business Need: Some customers are requesting if they can export one single report from Data Source to show the total amount paid by customer accounts so they can visualize how much revenue each account has generated to a certain date. With this feature, customers can also view which accounts have $0 payment during their lifetime in Zuora.

Zuora-Support · ‎01-13-2016

Feature Request: Additional contact information for canned report in Z-Reporting (Invoice Aging) Reference Number: DE8132 Business Need: Customers need additional contact information on canned Z-Reporting specifically First name, Last name, and Phone.

Zuora-Support · ‎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-Support · ‎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-Support · ‎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-Support · ‎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-Support · ‎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-Support · ‎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-Support · ‎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.

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Reporting Ideas

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

Reporting on invoice adjustments

Do we have a report that show value of churned account, basically the MRR and TCV of a churned account

DMRC for Remove a Product should show the correct amount

Rate plan charge data source modification

Report that will show New MRR/TCV by account instead of for all accounts

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

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

Ability to schedule data exports

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

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

Custom Names for Batches

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

SubscribeOptions to Support Future Dated Subscriptions

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

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