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Report Type

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.

Overview

Zuora Reporting supports three standard report formats, Column, Summary, and Crosstab.

Column Reports

Column reports are the simplest and fastest way to look at data. Similar to a spreadsheet, they consist of an ordered set of fields in columns, with each matching record listed in a row. Column reports are recommended for creating lists of records or a list with a single grand total. Column reports cannot be used to create groups of data or charts. Examples include customer account lists with their credit card expiration dates.

Summary Reports

Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts. Use this type for a report to show subtotals based on the value of a particular field or when you want to create a hierarchical list, such as all product rate plan charges, subtotaled by Product Rate Plan and Products. 

Crosstab Reports

Crosstab reports are similar to summary reports but allow you to group and summarize data by both rows and columns. Use this type for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by product, rate plan, charge, or customer. 

Setting the Report Type

To set a report type:

  1. From the Report Type tab, select the type of report that you want to create. An example of the report type appears on the screen. If you select Column or Summary, the Columns and Sorting tabs appear, or if you select the Crosstab type, the Grouping tab appears.
    DemandReports_NewReportDefinition.png
  2. After selecting a report type, click the Save, then select the Data Source tab.
Last modified
21:04, 14 May 2017

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