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Reporting Introduction

We are currently transitioning to a new Reporting solution, with a new set of Standard Reports. See Create a Summary Report for how to use the new Reporting solution. See Reporting Migration Process for more information about the transition.

Navigation: Reporting > Reporting.

Only users with the Complete Data Access Control permission can access Reporting.

Zuora Reporting includes default reports that you can use to report on your subscription business. You can also create custom reports to meet your company's reporting requirements. 

  • To run a report, select a type of report from the Report List page. Then select the format of the report that you want to create.
  • When you run a report, a copy is saved automatically in the Report Results page. This allows you to view and access the report quickly without having to run the report again. The Report Results page lists your previously run reports, grouped by category, and sorted with the group by the date the report was generated.
  • When you run a report, Zuora Reporting saves a copy of the of the report’s results in the Report Results page. You can access these saved results at any time. To access saved report results, select "Report Results" from the Report List menu. See Viewing Reports for more information.
  • You can also delete report definitions, if you no longer need to use that report.

Default Report Definitions

Zuora Reporting includes default report definitions that you can use to report on your subscription business. You can also create custom report definitions to meet your company's reporting requirements. 

Billings

Report Name Description
Summary of Invoices List of posted invoices by month with totals for invoice amount without tax, invoice tax amount, invoice amount with tax, and invoice balance.
Tax Summary Tax items summarized by month, sold to country, state and jurisdiction.
Total Amount of Invoices by Sales Rep Total amount of posted invoices by month and sales rep.
Total Billings by Billing Country Total amount of posted invoices each month by Bill To country.
Total Billings by Charge Type and Charge Model Total amount of posted invoices each month by charge type (one-time vs. recurring vs. usage) and charge model (flat fee vs per unit vs tiered pricing). This total billings for this report is exclusive of tax.
Total Billings by Currency Type Total amount of posted invoices each month by currency type (USD vs EUR vs AUD).

Bookings

Report Name Description
New Monthly Recurring Revenue (MRR) Monthly Recurring Revenue (MRR) of new subscriptions by month and by product.
New MRR and TCV by Product Summary of Monthly Recurring Revenue (MRR) and Total Contract Value (TCV) for new subscriptions by month and product.
New MRR and TCV by Sales Rep Summary of Monthly Recurring Revenue (MRR) and Total Contract Value (TCV) of new subscriptions by month and sales rep.
New MRR and TCV Summary Summary of Monthly Recurring Revenue (MRR) and Total Contract Value (TCV) for new subscriptions by month.

Customer and Subscriptions

Report Name Description
Canceled Subscriptions List of canceled subscriptions each month.
MRR Trend by Product Monthly Recurring Revenue (MRR) of subscriptions grouped by month and product at the beginning of each month.
New Customer Accounts Created List of new customer accounts created this month.
New Subscriptions Created List of new subscriptions created by month with subscription details.
Summary of MRR and TCV Trend by Sales Rep Summary of Monthly Recurring Revenue (MRR) and Total Contract Value (TCV) for subscriptions by sales rep. at the beginning of each month.
Tax Exempt Accounts List of tax exempt accounts based on account created date.
TCV Trend by Sales Rep Total Contract Value (TCV) of subscriptions grouped by month and sales rep at the beginning of each month.
Upcoming Renewal Report List of subscriptions expiring within the next quarter by month including term end dates.

Payments and Collections

Report Name Description
Credit Cards Expiring Each Month List of expiring credit cards (which are the default payment methods) grouped and sorted by month.
Invoice Aging Report List of accounts with total outstanding invoice balances summarized by age bucket as of today. This report is configurable in Settings > Finance > Configure Aging Balance Settings. You can specify the age ranges for the AR aging buckets, and choose whether to include negative invoices.
Number of Payments by Payment Status Count of payments each month by payment status (processed, error, voided, cancelled). This list may include multiple error payments (one for each payment attempt) for the same payment method.
Payment Errors by Gateway Response Code Summary of payments with errors grouped gateway response code.
Payments by Payment Status Total amount of payment by payment status. This list may include multiple error payments (one for each payment attempt) for the same payment method.
Refund Errors by Gateway Response Code Summary of refund errors by gateway response code.
Successful Payments by Payment Method Type Total amount of processed (successful) payments by month and payment method type (e.g. cash, check, credit card).
Summary of Payments by Payment Status Summary of payments grouped and sorted by status (processed, error, voided, cancelled). This list may include multiple error payments (one for each payment attempt) for the same payment method.

Report Results

Report results are grouped in the same categories as the report definitions. The most recent reports in each category appear at the top of the list. To view a saved report, click the report title. Report results are saved and do not need to be regenerated.

Only the most recent 50 reports are saved.

Reports that have multiple pages automatically generate page numbers at the bottom of the window. Click the next number to go to the next page. 

Report Results can be specific to when they were created. If you need the most recent data in your report, generate the report results again by re-running the report definition.

Deleting Report Results

Zuora Reporting stores your last 50 report results. You can delete any of your cached report results at any time. You can delete report results generated from both private and public reports.

To delete a report result:

  1. From the Reports List, select "Report Results" in the Report List menu.
  2. Click Delete, located in the Actions column. This removes the report from the list.



 

Last modified
21:04, 14 May 2017

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