Requesting Zuora Dashboard

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Requesting Zuora Dashboard

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The Zuora Dashboard feature is not automatically enabled in your Zuora tenant. Use the following procedure to request access to the dashboard:

  1. Confirm that Orders is enabled in your tenant.

    If Customers > Orders is visible in the Zuora navigation menu, Orders is enabled in your tenant.

  2. Decide which currency you would like Zuora to use when displaying monetary values on the dashboard.

    The currency conversion configuration of your Zuora tenant does not affect the dashboard. Instead, Zuora uses standard exchange rates from Oanda, according to any currency that you specify.

    Zuora recommends that you consult your organization's Finance and Accounting leadership for advice about which currency to specify.

  3. Submit a request at Zuora Global Support and ask to have Zuora Dashboard enabled.

    Include the following information in your request:

    • The ID of your tenant. See Personal Settings for how to determine the ID of your tenant.
    • Confirmation that Orders is enabled in your tenant.
    • The ISO three-letter code of the currency that you would like Zuora to use when displaying monetary values on the dashboard.

When the Zuora Dashboard feature is enabled, you can access the dashboard via Reporting > Dashboard in your tenant.

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