Happy Business Starts Here

Highlighted
Community Manager

How to create a report for customers with a particular product

See Reply



Subscribe to Zuora System Updates at Zuora Trust
Follow Zuora Global Support on Twitter and LinkedIn

1 REPLY 1
Community Manager

Re: How to create a report for customers with a particular product

If you wish to run a report for customers with a particular product, you can fulfill the request by creating a custom report with following steps:

 

1. Select RatePlanCharge in Data Source section.

2. In Column selection, select the appropriate columns/fields which you want to show in the report, such as Account.Name, Account.Number. Subscription.Name,Product.Name,RatePlan.Name,RatePlanCharge.Name.. etc.

3. Create 3 filters, Rate Plan Charge name=Prompt the user and Account status= active and subscription status=active

4. (Optional) In Sorting section, add column you wish to sort, such as sorting on Subscription.number or Account.Name.. etc.

 

 

 



Subscribe to Zuora System Updates at Zuora Trust
Follow Zuora Global Support on Twitter and LinkedIn