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It'd be very helpful to make Discount MRR available in Zuora reports
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Status:
New Idea
Submitted on
10-05-2020
09:13 AM
Submitted by
nicholasuzoni
on
10-05-2020
09:13 AM

It would be beneficial to export all Reporting documents in .xlsx format in addition to .csv Files that are emailed on Schedule Distribution cadences have notable compatibility issues with ETA tools such as Alteryx (Unicode txt).
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Hello, It would be great to be able to delete a report created by another user, who is no longer working with the application. The creator user is disabled and the report was create as read-only. Thanks
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When running a report in Zuora Reporting tool, the InvoiceItem.UnitPrice and InvoiceItem.ChargeAmount field values are rounded to currency value.
The Data Source Export, ZOQL Query, and Data Query does provide unrounded values for those fields.
However, some non-technical users do not have access to ZOQL Query or Data Query, therefore, this is the request to enhance the reporting tool to provide unrounded values.
The feature enhancement request is currently tracked by ANA-6898.
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Status:
New Idea
Submitted on
07-07-2020
06:05 AM
Submitted by
ConnorRoebuck
on
07-07-2020
06:05 AM

We have a lot of accounts billed for other account subscriptions. When running a subscription data export, we can only get Invoice Owner ID, and have to do a seperate account data source report to VLOOKUP the account name and number in. Is there a way of including account name and number in the subscription data source, along with the
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The current reporting output of CSV files is tab-delimited. Ideally, we would be able to specify the delimiter when creating the report (tab, comma, |, etc).
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This goes hand-in-hand with the ability to run a report without saving, but the preview often slows down the reporting tool making it a slow process to edit fields and filters. Being able to quickly edit a report and run it without saving to see the outcomes would be more efficient.
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Status:
New Idea
Submitted on
05-29-2019
10:27 AM
Submitted by
Stephanietang
on
05-29-2019
10:27 AM

On the customer account page, we have "Last Invoiced" under the key metrics. Can we add "Last Payment Date" as well? If not, is there a current work around to populate last payment date?
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Currently when payment runs are completed you are shown the number of and amount of unprocessed payments. I would like a report that showed me what invoices those were or what accounts those belong to. That would help me to see what is going on with those accounts and why payments are not processing. Thank you!
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Status:
New Idea
Submitted on
05-09-2018
08:15 AM
Submitted by
nataliemcguire
on
05-09-2018
08:15 AM

Hello, We believe it would be very beneficial to be able to run a report on emails that have bounced, specifically to know which customers have not received their invoice. Thank you.
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Currently the Order MRR and Order Quantity objects do not exist together in any report type, you have to run both those report types singularly and then export to Excel and do a Vlookup to get the data in one table, which is a huge pain. We have business cases where we often want to look at these together - for example we want to know not only that someone downgrades $100 in MRR but also see that the downgrade was for 2 units. We report on both units gained/lost as well as revenue gained/lost and in pretty much all of our reporting need these two things together. Seems like it would be easy for you to pull these into one report type as the data is all there already, you just need a report that includes both objects.
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Product features are a great "feature" of Zuora because these are copied automatically into the subscription containing that product. They are great for managing entitlements linked to purchased products, but also to categorise products: in our case at The Economist, we use product features to document which magazine, media (print, digital, app), sales channels (direct customer, agents, etc...) a product describes. Those are criteria we would like to use when producing financial reports, but it doesn't seem that reporting on either product or subscription features is available. Any takers?
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Can a report be created for foreign currency to include revenue from beginning to today, including the exchange rates and amount in foreign currency and in USD conversion. Currently, the "Revenue over Time" report doesn't convert to home currency.
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Currently the datasource export of Currency field on Account object returns the Currency Description (Ex."US Dollar"). This should either return the Currency ISO code (so that it is consistent with the API and reports export, which provides the currency ISO code), or there should be another field available for Currency ISO code.
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Status:
New Idea
Submitted on
07-12-2019
02:23 PM
Submitted by
Stephanietang
on
07-12-2019
02:23 PM

How do you report on emails that have bounced?
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Hey guys, we would appreciate it very much if Zuora gets the ability to run reports on the attached files in subscriptions or other database objects. Would be very helpful in analyzing for ex. all subscription without any attached contract or all accounts without a valid SEPA direct debit mandate or something else. The only way to filter it out at the moment is to create a custom field and enter it manually there for all objects. This is very impracticable in the daily business and not a really good solution for everyone. We would also appreciate it if Zuora gets more logic into the custom fields, like formulas or rollups, like in Salesforce for ex. Best regards, Matthias
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Hello!
I often run reports to check for erreurs... and usually everything goes fine, and hence the reports just come empty. When errors do occur, the report lists the items I should double check or fix.
Today, there's no way NOT to send empty reports... which in my situation would be useful...
That's would be a good addition I believe, a checkbox 'Only send if no empty' r something similar...
Thanx!
-e
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would be great to have reporting to audit all communications/notifications sent from Zuora. thanks!
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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.
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Status:
New Idea
Submitted on
08-23-2019
03:24 PM
Submitted by
Stephanietang
on
08-23-2019
03:24 PM

We currently have the option for 'Invoice: Last Emailed Sent Date," can we also have a field for: First Emailed Sent Date? I want to be able to identify when invoices were first sent from a Bill-run. Let me know if there are any work arounds.
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