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Zuora Documentation

How to schedule a revenue summarization job?

Question:

How to schedule a revenue summarization job?

1 REPLY 1
Zuora Documentation

Re: How to schedule a revenue summarization job?

Solution:

In the old UI, complete the following steps:

  1. Navigate to Reports > Schedule Jobs.
  2. Click the Schedule Job/Job Groups button.
  3. In the Schedule Program tab, in the Program Name field, select "RevPro 3.0 Reporting Summarize Current Period" from the drop-down list.schedule-job.png
  4. Specify other required fields in this tab and then click the Program Parameters tab.
  5. Enter the required parameter values and select the checkbox in the Mandatory field.
  6. Click Submit Job.

In the new UI, complete the following steps:

  1. Navigate to Reports > Schedule Jobs.
  2. On the Schedule Jobs page, click the plus icon to add a scheduled job. The Schedule Job/Job Groups window is displayed.
  3. In the Schedule Program window, select "RevPro 3.0 Reporting Summarize Current Period" for the Program Name field.
  4. In the Start Date field, specify the start date and time for the program to run.
  5. (Optional): Specify other fields in the Schedule Program tab based on your needs.
  6. Click the Program Parameters tab to specify the required parameter values.
  7. Ensure the checkbox in the Mandatory column is selected.
  8. Click Submit Job.