@feisley Your use case may be solved by sharing only certain reports so that users with the View Reports Only role get a curated view. I grabbed the following snippet from the new Reporting Knowledge Center page: Roles and Permissions. Access to the Z-billing page is granted by other permissions that you would have to add explicitly to the user.
View Reports Only Role
Users that have only the 'View Reports' permission receive a more limited set of functionality in Reporting:
View all shared reports
Mark shared reports as favorites
Run all shared reports
Enter filter conditions at runtime for shared reports enabled with parameterized filter values
View shared report results
Export shared report results to CSV file
Schedule run of shared reports
The user with only View Reports permission will not be able to:
Create, modify, move, unshare, or delete reports
Create, modify, or move folders
On your last note, that would be a nice addition. Currently Reporting can either share reports or keep them private. Creating a separate group permission for just members of Team X or Y is not yet available. Hmmm, but you could schedule a report to run and send the results of your private report to an exclusive group of team members.
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There are two quick videos that provide a great orientation on how to use the new Reporting tool on these pages of the Knowledge Center
Create a Detail Report and Create a Summary Report
Detail reports are like regular tables of data and Summary reports are like pivot tables with multiple dimensions and groupings on both the X and Y axes.
Filter conditions are the primary piece shared between Detail and Summary reports in a report that happens to have both types or reports combined. That would be useful in cases where you want to look at both the details and the summarized (aggregated) values of a measure given equivalent boundary conditions or filter settings.
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The new Zuora Reporting release v1.2 is ready for use by a select group of customers on both API Sandbox and Production environments. Note: Current Reporting users may need to clear the browser cache of the Reporting page with a hard cache refresh: Cmd+Shift+R (OS X); Ctrl+Shift+R (Windows) to properly load the new drag and drop functionality. New Zuora Reporting v1.2 makes the following features available:
Drag and drop to add or remove report selections. Current users, please clear your browser cache to enable this feature.
AQuA Job Finder - Search and find all Reporting runs (and all AQuA API queries on your tenant). Filter jobs by project, partner, start date, and/or AQuA version and get completed report data.
New Reporting Data Source - Processed Usage Data Source Now you can more easily create reports specifically related to data from usage that has already been billed. Reports based on the Processed Usage data source provide intelligence on usage associated with Invoice Items, Invoices, Accounts, Subscriptions, Rate Plans, Rate Plan Charges, Product Rate Plan Charges, Product Rate Plans, and Products.
The New Zuora Reporting 1.2 Release Notes have more details and links to feature descriptions for all the major Zuora Reporting features.
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