About sae

sae · ‎03-15-2017

This would be very helpful as we both have one-time/ consultancy subscriptions (which is always one-time and shouldn't be active at all except to produce the one time invoice), test license subscriptions with an end date and no auto renew, and evergreen license subscriptions that should have status active until they are deliberately cancelled. So that all subscriptions have status active is confusing in separating them. Also, our one-time consultancy subscriptions always get a one month term, which is confusing to our customers on their invoice. Can the initial term be 0?

sae · ‎10-25-2016

This is definitely a need in our organization for forecasting and budgeting. We would like to know the monthly revenue for 2017 and need the next revenue schedule after the current one to get a full revenue picture. Quite frankly I'm surprised this isn't a standard report :)

sae · ‎08-23-2016

This is a very important feature for us, so we are able to use Salesforce as the base for our internal reporting. Without having the invoice item line in Salesforce, our non-Zuora users (which is everyone except the Finance team) can only see the invoice number and balance, which is not sufficient for any analysis. We will not add more users to Zuora, so we depend on this functionality to be available in Salesforce :)

sae · ‎06-28-2016

This is a two part issue. One - having a universal search, as @feisley mentions, searching across invoices, account number, account names, account contacts, addresses etc, which I also think would be very helpful. Second is the availability of such a search on the home page. Now (to my knowledge) you have click "Customer Accounts" to get to the search and type the account name there. Then when you are on an account page and want to search for another account name, you have to first click "Customer Accounts" again before you get to the search field. Like in Salesforce, I would love if there was a search option on the top of the page, regardless of which Z menu you are on.

sae · ‎06-27-2016

It would be great if there could be a search field on an aggregated level. So that when being on a customer account page, I can search for a new customer without going back to the Customer Accounts view. So a search field next to settings/ help/ log out menus to save a few clicks

sae · ‎06-27-2016

We're not planning to add more users to Zuora, so an attached csv file is the best option for us. Thanks

sae · ‎06-24-2016

I think this would be very helpful, as you can then send the reports to non-Zuora users without having to modify it by creating pivot tables yourself. This would be much appreciated in our organizaton

sae · ‎04-25-2016

Hello, I just joined this group last week and am trying to create a report. Is there any place I can find general information on using the new report tool? One thing I'm trying to figure out, for starters, is what the difference between Summary and Detail is? It looks like the Excel export (which is the main format we'll be using for the reports) is just displaying the summary fields/information? So the fields I add in the Detail part isn't included when I export the report to Excel? Thanks, Sofie

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Re: 'Expired' Subscriptions should display the status as 'expired'

Re: Cash Forecasting Report

Re: Request to add Invoice Item Line and Payment information on Salesforce Sync

Re: Search from home screen

Search from home screen

Re: Quick question - Is there a way to export the summary format version of a report ?

Re: Quick question - Is there a way to export the summary format version of a report ?

General help