Reporting Ideas

Rossi · ‎07-09-2020

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.

ConnorRoebuck · ‎07-07-2020

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

MariaSuarez · ‎04-23-2020

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

MJ · ‎01-05-2018

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).

tcooper · ‎10-04-2018

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.

Stephanietang · ‎05-29-2019

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?

smdavis · ‎08-07-2017

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!

nataliemcguire · ‎05-09-2018

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.

jwinkler · ‎01-11-2019

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.

MK_STP · ‎01-24-2020

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

Stephanietang · ‎07-12-2019

How do you report on emails that have bounced?

legibe · ‎07-05-2017

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?

vgibilisco · ‎05-23-2017

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.

tanayj · ‎04-17-2018

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.

steve · ‎11-18-2019

would be great to have reporting to audit all communications/notifications sent from Zuora. thanks!

Emmanuel · ‎11-26-2017

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

Stephanietang · ‎08-23-2019

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.

Owen · ‎05-25-2017

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.

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.

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.

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Reporting Ideas

Reporting to display rounded value for InvoiceItem.UnitPrice & InvoiceItem.ChargeAmount

Add Invoice Owner to Subscription Data Source

Remove a report created by another user

Specify delimiter when creating CSV report

Option to turn off report preview

Add "Last Payment Date" Under Key Metrics on Customer Account

Viewing Unprocessed Invoices/Payments

Reporting on bounced emails

Order MRR and Order Quantity in one report type

Reporting on attachments

Reporting on Emails that have Bounced

Product and Subscription features in reporting.

Revenue Report in Home Currency

Ability to export currency ISO code as part of datasource export

Enable reporting on email notifications sent from Zuora

Ability to send scheduled report by mail ONLY if these are not empty

Reporting on 'Invoice: First Email Sent Date'

Ability to get 'Average Days Outstanding' on invoices

Filter Reversed Invoices in Reporting

Reporting MRR on Pending Activation Subs

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