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Knowledge Center > Reporting > Quick Reference > Reporting Overview > Standard and Custom Reports > Creating Reports

Creating Reports

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.

You can use Zuora Reporting to create new reports, or modify existing reports to fit your organization's requirements. There are multiple ways to create custom reports:

  • Create new reports: You can create new, custom reports, which allows you to specify exactly the data you want and how to format it. This method is recommended for reports that are very specific to your business’ needs.
  • Modify existing reports: You can modify both shared and private reports. This method is recommended for reports that only need minor changes, such as changes to formatting or grouping. Standard reports do not include custom fields, but they can be easily modified to add them.
  • Design custom reports: You can create reports tailored to your exact reporting needs.

Creating Custom Reports

Navigation: Reporting > Reporting

Custom reports give you the ability to include information that is not included in a shared report, and customize and format the report to your exact requirements.

The process for creating custom reports involves the following steps:

  1. Create a new report.
  2. Select the type of report to create.
  3. Select data source.
  4. Use the other report definitions to customize your report.
  5. Save and run your report.

To create a custom report:

  1. From the Reports List home page, click create new report to define a new report.
    DemandReports_CreateReport.png
  2. Select a report type.
    DemandReports_NewReportDefinition.png
  3. Select the Data Source tab to select a data source.
    Note: Select a data source from the Zuora Standard list to avoid report generation errors.
    See the following report definitions for more information:
    • Report Type: Select ColumnSummary, or Crosstab.
    • Data Source: Select the Zuora Data Source that you want to draw your report data from.
    • Column Selection: Select the fields you want to include in your report, based on the fields available in the Reporting data source.
    • Column Formats: Specify the alignment and format for your report columns.
    • Filters: Select constraints for the fields that you selected for your report.
    • Sorting: Specify how to sort the data within your report.
    • Grouping: Specify how to group row and column data. This tab only applies to Crosstab reports.
    • Totals: Display totals, sums, averages, minimums and maximums of numerical data, and maximum and minimums for other data.
    • Layout Options: Add and format a report’s metadata, such as titles, headers, footers, and the date/time when the report was generated.
    • Style: Specify fonts, colors, and sizes through style sheets. You can use an existing style sheet, or create a custom style sheet.
    • Chart: Use this tab to chart and graph the data from your report as well as specify where the chart should be placed within the report.
  4. Explore the remaining tabs to further define the report.
  5. After building your report, click save & run to save your report.

DemandReports_SaveEditedReport.png

  1. In the Save As dialog, enter a NameLocation, and Category for the new report.
    DemandReports_saveNewReport.png

Click Save. The report is generated in HTML format and is saved in the Report Results page.

  1. To save a copy to your computer, select another report format from the Report Format list, such as a spreadsheet or comma-separated value document. These reports can then be opened by other applications and viewed.

DemandReports_ReportFormatMenu.png

  1. Click run to create the report in the new format.

Modifying Existing Reports

From the Report List, you can edit, delete, or update properties, and take other actions on your shared or private reports. The following actions are available:

DemandReports_otherOptions.png

 

Edit the report definition

This method is best for reports that need only minor changes. If extensive changes are required, create a custom report.

Click the Pencil icon and follow the steps described previously in the Creating Custom Reports section.

Delete the report definition

You can delete report definitions that are obsolete or no longer needed. You can only delete the definitions that you have created as private or shared.

Click the Bin icon to delete the report. A confirmation appears. Click Yes to delete the report.

Edit the report properties

You can further define a report by including a description, comments, intended use, annd tags. You can also view the create and last modified dates and set an expiration date.

Click the Gear icon to edit the report properties.

DemandReports_EditProperties.png

Last modified
21:04, 14 May 2017

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