Could you get the information you need by looking at a report on the Revenue Schedule Item - Invoice Item data source? You could pull information from the invoice items, like quantity, while also looking at the revenue distributions associated with those items.
... View more
Hi @robertweeks. Quick question: could you address this using one of the relative date filter options? E.g., instead of entering a specific date, it's possible to enter 'Today' as the value for a date filter, which will always return the curent date.
... View more
We are launching a new Orders capability shortly that has several upsides but also includes incorporating discounts in MRR throughout quotes, reporting, etc. Let me know if you are interested, and I'll be glad to find some time to share more of the details with you.
... View more
@bsanders - since the report output is tab separated, does the presence of the commas still cause an issue? For the case where you are seeing the misalignment, could you say more about how the file is opened?
... View more
@bsanders - what if you could link the billing preview results to related objects (invoice, account, product, etc) all in one report and could filter the result on attributes from any of those objects? I am wondering whether we could remove the limitations that make that option presently imperfect for you.
... View more
Yes, I understand where you are coming from. Appreciate the feedback on this. I believe some are solving this today by having more than one report (e.g., there is one report that you use if you want to filter for a particular billing batch and another that you use if you do not), but I understand that the permutations from something like that could add up, per your screenshot. We'll take a look.
... View more
@bsanders - once you start running a report, you do you need to wait for it to finish. You could click away and continue working on other reports or in other parts of the application. When the report is finished, you can find the link to download the result (and skip the result page altogether) by clicking on the 'Manage Report Runs' link in the upper right corner of the reporting home screen. Does that help address the need here?
... View more
Thanks for posting this @kpatton. We are taking a look. Is the main need here for the ability to share a report as 'read only'? Or do you have cases where you need the more fine-grained permissioning as well?
... View more
Got it - thanks, that's really helpful context.
Are you using this for billing or cash projections?
I'm wondering whether you have looked at the billing preview run capability (either the API or the billing preview tool in RBM Connect)? That projects billing forward for a certain period of time across many accounts.
http://knowledgecenter.zuora.com/DC_Developers/SOAP_API/E1_SOAP_API_Object_Reference/BillingPreviewRun
I'm wondering whether that could be useful in the context of what you are attempting here.
... View more
@bsanders - would you mind sharing a screenshot of the total that you are looking for? It would be helpful to understand more about what that is. The total amount to be charged for a given charge? The amount that will appear on the next invoice? How are you planning to use that?
... View more
If you send a screenshot of the report definition that you are using and a couple of examples to support, we could take a look and figure out where the difference is coming from (please copy me as well). Would that help? If there is already a ticket, you can also just send me the ticket #.
... View more
Ben - thanks for flagging this. Regarding entering multiple values, do you have examples where you would use this for operators other than 'contains' or is this the primary need for you all?
... View more
