Reporting Ideas

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

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

Business needs:  Customer Z   thinks we have a design gap for excluding discount on CMRR computation which is an issue for them. They used to issue discounts as negative valued Products in the past and they had no problems with CMRR because the discounts was another "Product" with negative $. So when we rolled out discounts as part of the Product, it looked much cleaner and they switched. However, they now discovered this problem and they use the CMRR for a lot of reporting downstream. Reference Number:  DE9669 Proposed solution: include Discount charge on CMRR computation ... 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

Feature Request: Include Discounts in MRR report and as a field in Data Sources Reference Number: DE7412/PMT-393 Business Need: Some customers are trying to build KPI reports and Discounts should be included in those reports, however, in Zuora MRR report, there is no Discounts included and there is no Discounts field in Data Sources, so customers cannot export the data about Discounts. Now they are asking for the ability to include Discounts in those reports. ... View more

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). ... View more

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! ... 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

It is not currently possible to join data from the Rate Plan Charge Tier table (where unit prices live) with date from the Account table (where human-readable account data lives) in the reporting tool. The closest approximation I can find is between Subscription.CreatorInvoiceOwnerID and Account.ID.   Are there plans to add the relationship between Rate Plan Charge Tier and Account in the reporting tool? This was discussed in the Reporting User Group at https://community.zuora.com/t5/Reporting-User-Group/Linking-the-Rate-Plan-Charge-to-the-Rate-Plan-Charge-Tier/gpm-p/13279#M121. ... 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

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

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

Zuora should have a way to report in a base currency with pre-defined exchange rates (e.g. aging report in US dollars, converting Canadian dollar invoices into US dollars for report purposes). At this time, there is a third party offering some client's don't need.  We need a static.   ... View more

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.  ... View more

  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? ... View more

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. ... 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

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