Reporting Ideas

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.

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.

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).

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.

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.

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.

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

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?

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

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.

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.

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.

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

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.

paulkaiser · ‎05-04-2018

Hi, Our accounting periods follow a 4-5-4 schedule, thus, while predictable, it is difficult to schedule reports to execute only after a close. Thus we tend to schedule them weekly and they are combined for actual use. It would be nice to be able to schedule reports to run on an accounting period close for that accounting period.

ChrisSwanson · ‎10-18-2017

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.

bsecrist · ‎06-19-2017

Would be nice to create a report that can pick up the username rather than user ID. Username is much more easily indentifiable when looking at who posted invoices, who processed payments etc. User ID is just an alphanumeric string that is not so readily identifiable. You almost need a legend to decipher who is who with the ID. Thanks

bolaurent · ‎06-05-2017

I frequently need the link to a report. For instance, I am working with a colleague, in real time, and we are discussing the colleague's reporting need in an instant messaging system. I create a report, save it, and I want to just paste the link to the report into the IM system so that my colleague can have a look and see if the report does what she asked for. Apparently, the only way to get the link is to schedule the report, email it to myself, fetch my email, and get the link there. Please, just let me have the link while I am editing the report. @Deepak_K

robertweeks · ‎01-20-2017

Currently when building a report with a date filter that has "ask user later" selected, it saves the date you enter when building the report and uses this as the default in future when running the report. This means you're stuck on an old date when running the report, and may have to click the calendar through several months to get the date you need, based on the age of the report. It would be much better if the date filter was blank at this point, and the calendar defaulted to the current month when selecting the filter dates in the report.

Stephanietang

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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Reporting Ideas

Option to turn off report preview

Order MRR and Order Quantity in one report type

Specify delimiter when creating CSV report

Reporting on bounced emails

Ability to export currency ISO code as part of datasource export

Revenue Report in Home Currency

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

Product and Subscription features in reporting.

Filter "Latest" in report

Ability to get 'Average Days Outstanding' on invoices

Summary Report - Crosstab Layout export

Reporting MRR on Pending Activation Subs

Power BI - Date format

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

Schedule Reports by Accounting Period Dates

Power BI Connection

Report on Username rather than User ID

Report links

When date filter is set to "ask user later" dates should be unset when running the report

Reporting on 'Invoice: First Email Sent Date'

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