Reporting Ideas

Hi there,   Is there a way for us to just run a report without saving? We do a lot of ad-hoc reports that are one-time and it seems like an additional step to name the file and then run the report.   Thanks! ... View more

Cash Forecast report. Report that will tell next X months charges,  certain product that are going to renew in a certain time period,  and amount that will be due for collection. Currently, our the Reporting system only covers historical data, which means the future data is not yet supported.   This is currently being reviewed by our Product Management and can be track on DE3315. ... View more

We would like the ability to run a Notification History (both Email and Callout) report of Z-Reporting.  We need this to check to make sure all invoices have been sent for a certain period.  The only way to do this is via a REST API (http://knowledgecenter.zuora.com/BC_Developers/REST_API/B_REST_API_reference/Notification_History/Get_Email_Notification_Histories). As an accountant, I have no idea how to use API's so it would be great to be able to run reports on this. ... View more

Background We're a freemium SaaS business. Our business model offers a free version of our product with restrictions on performance, and our users can upgrade to one of four plans for more performance. We find that our customers regularly switch between higher and lower priced plans, sometimes more than once per month. What do we need? Basic SaaS reporting:  Committed Monthly Recurring Revenue (or Net MRR) New MRR MRR Churn Annual Recurring Revenue (ARR) (forecast) Average Revenue Per Account (ARPA) (incl. free) Average Revenue Per Paying User (ARPPU) Delta invoiced minus paid amounts (failed payments) Payment fees & refunds There are lots of canned reports in Zuora, which strangely almost all do not apply to us. Unfortunately, after being in contact with Zuora Support several times it turns out that most of this reporting is currently hard or impossible to do. Which is surprising, as we operate on a proven business model, so I'm sure we're not the only service out there using Zuora for (freemium) SaaS reporting. Proposal We propose to implement the following: Saas (freemium) reports, as listed above, out of the box A place in documentation for best practices from other (freemium) SaaS businesses using Zuora   Could Product Management please comment on this ASAP? We're blocked on doing decent tracking for our business until this is resolved. Some sources: http://snip.ly/KoC7#https://chartmogul.com/wp-content/uploads/2015/01/Ultimate-SaaS-Metrics-Cheat-Sheet-v1.1.pdf http://www.bvp.com/sites/default/files/bvps_10_laws_of_cloud_saas_winter_2010_release.pdf http://www.forentrepreneurs.com/saas-metrics/ http://www.forentrepreneurs.com/saas-metrics-2/ http://www.forentrepreneurs.com/saas-metrics-2-definitions/ http://www.forentrepreneurs.com/saas-dashboard/ http://www.forentrepreneurs.com/designing-startup-metrics-to-drive-successful-behavior/ https://docs.google.com/a/c9.io/spreadsheets/d/1XQDzoustLJkvJ2Uk0cGpXzWJbRhPWApyxu6e3Zs7ZXg/edit#gid=1074312018 https://opstarts.com/blog/tilting-a-smidge-understanding-the-numbers/ ... View more

For downstream systems, we need to pull the list/base price information from data exports, while starting at the Invoice Item and IIA level.  While you can join to the product rate plan charge table, you cannot pull any pricing information.  We would need base price info, in addition to any volume or tiered price information.  This is currently a gap for performing downstream calculations in revenue recognition tools.   ... View more

There is an obvious operator missing from the filters in the export data sources functionality.  While it is possible to filter a list by a LIKE operator, there is no NOT LIKE operator.  Thus if I want to export all subscriptions that start with "NF" I can do a filter "LIKE NF%" but if I want all the other subscriptions i.e. the ones that don't start with NF, I don't have a way of doing that. So, can we please have a NOT LIKE operator on the filters... ... View more

Feature Request: Allow ability to combine different data source objects together freely Reference Number: DE9569 Business Need: Current behavior is that export ZOQL has pre-joint objects, some customers want the ability to combine them in a way as they want and do not want to be limited by those pre-joint objects. ... View more

The MRR (As of Day) Trend report is great, except that it pulls MRR on the first day of each month (unless I pull 1 month at a time). Can this be adjusted to pull on the last day of each month for the designated range instead of the first day? This would be extremely helpful, and I can't imagine it would take a lot to make this change. ... View more

Currently the reporting options only allow for Calendar Year and Calendar Quarter. Financial Year and Financial Quarter options would also be extremely useful.   We end up creating many reports by month, exporting to spreadsheets and then manually summing over the financial year and quarter periods.   Financial periods in reporting would remove a lot of this extra manual work!     Related to request for " Biannual / Half Year option for reporting - not just Year or Quarter " https://community.zuora.com/t5/Reporting-Ideas/Biannual-Half-Year-option-for-reporting-not-just-Year-or-Quarter/idi-p/12942   ... View more

Feature Request:  Add the ability to query MRR of a past day Status: Currently being reviewed by our Product Management Reference Number: PMT-1317 Business Need: Currently Zuora can only support getting  "Today's MRR" with the query like "RatePlanCharge: ((Subscription.Status = 'Active' and RatePlanCharge.EffectiveStartDate <= '2013-05-20') and RatePlanCharge.EffectiveEndDate >= '2013-05-20') ".  Customer wants the a bility to query Zuora for MRR in the past, not only for MRR of the day. And at any level, from invoice item up to account level or Zuora instance level. Because according to our customers,  MRR is a key metric and it is essential to be able to analyze it over time, not just today's snapshot. C ustomers expect that such metric information is part of Zuora's core capabilities.   ... View more

I've already submitted this as a request. It's logged under PMT-1751   Summary of the enhancement? Data is not stored consistently in Zuora. A field that has a NULL value in it when the record is created will be changed to empty string '' when that record is updated via the Zuora UI even if that field's value isn't explicitly being changed. What is the business problem? The problem with this data inconsistency is that ZOQL treats NULL and '' as distinct values (which is fine, although Salesforce treats them as the same in SOQL). We have custom integrations with Zuora that use the SOAP API to make ZOQL calls and it makes it difficult to find records in the Zuora database when we are looking for records with "empty" values (NULL or ''). Since the ZOQL language is also limited with it's ability to use AND and OR statements together we end up having to make 2 separate calls. One to find records meeting a certain criteria and with a NULL value in a particular field and then another almost identical call but with '' in that particular field. What is the business impact? We have to implement inefficient code to find the records we are looking for. Is there a workaround or is the customer blocked? If there is a workaround, what is it? Is the customer willing to apply this workaround? The workaround currently is to have two different ZOQL calls. What is the proposed solution (if available)? A solution would be to treat NULL and '' as the same value in ZOQL queries (or perhaps have that be an option to choose in the QueryRequest) or to preserve NULL values when records are edited through Zuora UI. ... View more

There are multiple reporting features where you can choose to group by time period. A Biannual / Half Year option between Year and Quarter would be great.   Use cases include: Reports where there is too much variation at quarterly level, but an annual grouping would not give enough detail Sales or Customer Success targets that are measured twice a year ... View more

I see the Staus field in the Product Page w/in the Product Catalog. I can even sort the product catalog on this field values (active or cancelled). So, this should be added to reporting. The start/end dates are a way, but not as straight forward ... View more

how do you manage people who are subscribed to reports? specifically - if they leave the company - how can i easily see a list of all reports that that person was subscribed to, so i can then remove them from the sceduled report. ... View more

Include USD, currency conversion date, and home currency, to the out of the box Aging report. The client needs an aging report that includes both the home currency of the account as well as the USD amount (since they track everything in USD at the GL level). ... View more

Hi, I know we have a report for User list which is good. The other report that should be made available is one that indicates the role and the permission values for what is selected. An example for this would be an OOTB report that pulls all roles and lists out the available permissions and indicates which permissions are selected for each role. Thanks, ... View more

We would like the option to change the "from" address for scheduled reporting from "support@zuora.com" to a client's internal email. That way, the receivers of the report can start a direct conversation with the person who created the report or with the other cc's. This flexibility will also allow easy integrations with other platforms such as ZenDesk to create automated tickets with the scheduled reports.  ... View more

Would be very nice to have the option for reports to appear nicely formatted in the body of an email, rather than just attached as an (unformatted) CSV or link to a page in Zuora.   Salesforce do it! They give you the option to have a report embeded in an email, not just as an attachment.   This makes it much easier to:   Forward to colleagues without the need to explain the CSV or format it yourself to make it more readable View the report on mobile devices ... View more

  Here are some examples of the ZOQL features I'd like to see added. These limitations are documented on Zuora's site here. https://knowledgecenter.zuora.com/BC_Developers/SOAP_API/M_Zuora_Object_Query_Language **Support parenthesis for order of operations SELECT Id, Name FROM Account WHERE (CustomField1__c = true AND CustomField2__c = true) OR CustomField3__c = false **Support "like" operator SELECT Id, Name FROM Account WHERE Name like 'zendesk%' **Support "in" operator SELECT Id, Name FROM Account WHERE Id IN ('111111111', '22222222222', '33333333333', '4444444444') **Support "order by" SELECT Id, Name FROM Account ORDER BY CreatedDate DESC Here are some examples of the ZOQL features I'd like to see added. These limitations are documented on Zuora's site here. https://knowledgecenter.zuora.com/BC_Developers/SOAP_API/M_Zuora_Object_Query_Language Support parenthesis for order of operations SELECT Id, Name FROM Account WHERE (CustomField1__c = true AND CustomField2__c = true) OR CustomField3__c = false Support "like" operator SELECT Id, Name FROM Account WHERE Name like 'zendesk%' Support "in" operator SELECT Id, Name FROM Account WHERE Id IN ('111111111', '22222222222', '33333333333', '4444444444') Support "order by" SELECT Id, Name FROM Account ORDER BY CreatedDate DESC ... View more