Standard Reports

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Standard Reports

Zuora Reporting provides standard reports that you can run with your subscription business data and get immediate value. See Customize a Standard Report for how to create a report by customizing a standard report.

The standard reports are organized into four categories.

  • Booking
  • Billing
  • Cash
  • Revenue

The reports in each category are organized into three sub-categories:

  • Outcomes: Show how your business doing.
  • Drivers: Show what is driving the outcome.
  • Actions: Show what actions you might take to improve business outcomes in some way.

Standard Booking Reports

Outcomes

Report Description

Total Contracted Billing (TCB)

The total contracted billing (TCB) as of today. Only available if you have the Order Metrics feature enabled.

This report is based on the Order Tcb data source.

Total Extended List Price (ELP)

The total extended list price (ELP) as of today. Only available if you have the Order Metrics feature enabled.

This report is based on the Order Elp data source.

Total MRR

The total gross monthly recurring revenue (MRR) as of today.

The Total MRR report is based on the Rate Plan Charge data source, which does not include discounts. Use the Total Net MRR report if you want to include discounts. You may see different results when comparing the Total MRR report to the Total Net MRR report.

Total Net MRR

The total monthly recurring revenue (MRR) as of today, net of subscription and charge level discounts. Only available if you have the Order Metrics feature enabled.

The Total Net MRR report is based on the Order Mrr data source. You may see different results when comparing the Total Net MRR report to the Total MRR report because the Total MRR report is based on the Rate Plan Charge data source, which does not include discounts.

Total Order Quantity by Unit of Measure

The total order quantity by unit of measure, as of today. Only available if you have the Order Metrics feature enabled.

This report is based on the Order Quantity data source.

Drivers

Report Description

Cancelled CMRR

The contracted monthly recurring revenue (CMRR) lost through canceled subscriptions over time. This report only considers charges where the charge end date condition is "Align to Subscription End."

This report is based on the Rate Plan Charge data source, which does not include discounts.

Cancelled subscriptions

Formerly, Churned Subscriptions

A count of subscriptions that were canceled each month.

This report is based on the Subscription data source.

CMRR by account

The current contracted monthly recurring revenue (CMRR) by customer account.

This report is based on the Rate Plan Charge data source, which does not include discounts.

CMRR by product

The current contracted monthly recurring revenue (CMRR) by product.

This report is based on the Rate Plan Charge data source, which does not include discounts.

ELP Changes

The change in extended list price (ELP) each month, broken down by order action type. Only available if you have the Order Metrics feature enabled.

This report is based on the Order Elp data source.

MRR by account

The total gross monthly recurring revenue (MRR) by account, as of today.

The MRR by account report is based on the Rate Plan Charge data source, which does not include discounts. Use the Net MRR by account report if you want to include discounts. You may see different results when comparing the MRR by account report to the Net MRR by account report.

MRR by product

Formerly, Today's MRR by Product

The total gross monthly recurring revenue (MRR) by product, as of today.

This report is based on the Rate Plan Charge data source, which does not include discounts.

Net MRR by account

The total monthly recurring revenue (MRR) by account, as of today, net of subscription and charge level discounts. Only available if you have the Order Metrics feature enabled.

The Net MRR by account report is based on the Order Mrr data source. You may see different results when comparing the Net MRR by account report to the MRR by account report because the MRR by account report is based on the Rate Plan Charge data source, which does not include discounts.

In the Order Mrr data source, the account that is joined to an Order Mrr object is the invoice owner account, not necessarily the subscription owner account. This means that you may see different results when comparing the Net MRR by account report to the MRR values displayed on account pages in the Zuora UI.

Net MRR by product

The total monthly recurring revenue (MRR) by product, as of today, net of subscription and charge level discounts. Only available if you have the Order Metrics feature enabled.

The Net MRR by product report is based on the Order Mrr data source. You may see different results when comparing the Net MRR by product report to the MRR by product report because the MRR by product report is based on the Rate Plan Charge data source, which does not include discounts.

New CMRR

The contracted monthly recurring revenue (CMRR) added as a result of new subscriptions.

This report is based on the Rate Plan Charge data source, which does not include discounts.

New subscriptions

A count of new subscriptions each month.

This report is based on the Subscription data source.

Subscription changes

The number of subscriptions affected by each type of amendment each month.

This report is based on the Rate Plan Charge data source.

Subscription retention by cohort

For each subscription cohort (a group of subscriptions starting in the same month), this report tracks the number of subscriptions that were canceled in the following months and the number of subscriptions that remain active.

This report is based on the Subscription data source.

Subscription term length

The average initial and renewal terms lengths for active subscriptions, grouped by the month in which the subscription started.

This report is based on the Subscription data source.

TCB Changes

The change in total contracted billing (TCB) each month, broken down by order action type. Only available if you have the Order Metrics feature enabled.

This report is based on the Order Tcb data source.

Total MRR Changes (in Last Month)

Breakdown of the changes in monthly recurring revenue (MRR) in the previous month, net of subscription and charge level discounts.

This report is based on the Order Mrr data source.

Actions

Report Description

Accounts with subscriptions to be canceled in the next 30 days

A list of all accounts with subscriptions that have a cancelation date in the next 30 days.

This report is based on the Subscription data source.

Accounts with subscriptions up for renewal in next 30 days

A list of all accounts with subscriptions that have a renewal date in the next 30 days.

This report is based on the Subscription data source.

Standard Billing Reports

Outcomes

Report Description

Credit memos over time

The amount of credit memos, grouped by month, for the past 3 months. Only available if you have the Invoice Settlement feature enabled.

This report is based on the Credit Memo Item data source.

Debit memos over time

The amount of debit memos, grouped by month, for the past 3 months. Only available if you have the Invoice Settlement feature enabled.

This report is based on the Debit Memo Item data source.

Gross billing over time

The total of invoice item charge amounts billed per month over the last three months. Totals exclude tax and adjustments.

This report is based on the Invoice Item data source.

Invoice item adjustments over time

The total amount of adjustments per month at the invoice item level over the last three months.

This report is based on the Invoice Item Adjustment data source.

Drivers

Report Description

Billed usage over time

The sum of invoice item charge amounts (billed usage) grouped by product, unit of measure, and month. 

Totals exclude tax and adjustments.

This report is based on the Invoice Item data source.

Credit memos by customer account over time

The amount of credit memos, grouped by customer billing account and by month. Only available if you have the Invoice Settlement feature enabled.

This report is based on the Credit Memo Item data source.

Credit memos by reason code over time

The amount of credit memos, grouped by credit memo reason code and by month. Only available if you have the Invoice Settlement feature enabled.

This report is based on the Credit Memo Item data source.

Debit memos by customer account over time

The amount of debit memos, grouped by customer billing account and by month. Only available if you have the Invoice Settlement feature enabled.

This report is based on the Debit Memo Item data source.

Debit memos by reason code over time

The amount of debit memos, grouped by debit memo reason code and by month. Only available if you have the Invoice Settlement feature enabled.

This report is based on the Debit Memo Item data source.

Gross billing by customer account over time

The total amount billed for the last three months grouped by customer account and month. Totals exclude tax and adjustments.

This report is based on the Invoice Item data source.

Gross billing by product over time 

The total amount billed for the last three months grouped by product and month. Totals exclude tax and adjustments.

This report is based on the Invoice Item data source.

Invoice item adjustments by customer account over time

The sum of invoice item adjustments grouped by customer account and month  

This report is based on the Invoice Item Adjustment data source.

Invoice item adjustments by product over time

Summary Report

The sum of invoice item adjustments grouped by product and month.  

This report is based on the Invoice Item Adjustment data source.

Invoice item adjustments by reason code

The total amount of invoice item adjustments grouped by reason code.

This report is based on the Invoice Item Adjustment data source.

Raw usage over time

The total raw quantity of usage, by product, unit of measure, and month.

This report is based on the Usage data source.

Actions

Report Description

Draft, cancelled, or error invoices

Invoices with the Draft, Cancelled, or Error status with invoice dates in the next 30 days.

This report is based on the Invoice data source.

Unprocessed usage

The total amount of unprocessed usage by account for the current and last three months.

This report is based on the Usage data source.

Standard Cash Reports

Outcomes

Report Description

Credit memo application items over time

The amount of credit memo application items, grouped by month. Only available if you have the Invoice Settlement feature enabled.

This report is based on the Credit Memo Application Item data source.

Payment application items over time

The amount of payment application items, grouped by month. Only available if you have the Invoice Settlement feature enabled. Part of the Invoice Item Settlement feature.

This report is based on the Payment Application Item data source.

Payments over time

The total of payments by month.

This report is based on the Payment data source.

Refund application items over time

The amount of refund application items, grouped by month. Only available if you have the Invoice Settlement feature enabled. Part of the Invoice Item Settlement feature.

This report is based on the Refund Application Item data source.

Refunds over time

The total amount refunded by month.

This report is based on the Refund data source.

Unapplied payment amounts over time

The amount of unapplied payment amounts, grouped by month. Only available if you have the Invoice Settlement feature enabled.

This report is based on the Payment data source.

Drivers

Report Description

First time payment success trend

The number of successes and failures during the initial attempt to collect payment, over the current and previous 3 months.

This report is based on the Payment data source.

Invoice aging

The sum of the balance on all current invoices grouped according to the number of days overdue: Current, 1-30, 31-60, 61-90, and more than 90 days overdue. 

This report is based on the Invoice data source.

Payment errors by error code

The total amount of electronic payments that failed to process for each different payment gateway error code.

This report is based on the Payment data source.

Payment recovery during retry

The number of successful and failed payments for each retry attempt, including the first attempt, over the current and previous 3 months.

This report is based on the Payment data source.

Refunds by reason code

The total amount refunded by reason code.

This report is based on the Refund data source.

Successful and failed payments 

The total number of successful and failed payments over the current and previous three months.

This report is based on the Payment data source.

Actions

Report

Description

Accounts with expiring credit cards

A list of customer accounts in the order in which their default payment methods expire. Only accounts with credit cards as default payment methods are included in this report.

This report is based on the Account data source.

Accounts with largest outstanding balances

A list of accounts with open balances ordered by the size of their outstanding balance.

This report is based on the Account data source.

Accounts with recent payment errors

The total number of payments with errors by account for the past three months.

This report is based on the Account data source.

Accounts with unused credit balance

A list of accounts with non-zero credit balances that may be applied to invoices or refunded.

This report is based on the Account data source.

Invoices with negative balances

A list of invoices with negative balances.

This report is based on the Invoice data source.

Longest outstanding invoices

A list of invoices with non-zero balances ordered in the order of when overdues are.

This report is based on the Invoice data source.

Standard Revenue Reports

The standard Revenue reports are only available if you have Zuora Revenue enabled.

Outcomes

Report Description

Deferred revenue

The total billed deferred revenue as of today.

Recognized revenue

The total recognized revenue during the current and last three accounting periods.

Drivers

Report Description

Deferred revenue by accounting code

The total billed deferred revenue by deferred revenue accounting code as of today.

Deferred revenue by charge type

The total billed deferred revenue by type of charge (one-time, recurring, or usage) as of today.

Deferred revenue by customer account

The total billed deferred revenue by customer billing account as of today.

Deferred revenue by product

The total billed deferred revenue by product as of today.

Recognized revenue by accounting code over time

The total revenue recognized for each recognized revenue accounting code.

Recognized revenue by charge type over time

The total revenue recognized for each charge type (one-time, recurring, or usage) over time.

Recognized revenue by customer account over time

The total revenue recognized by customer billing account name over time.

Recognized revenue by product over time

Summary Report

The total revenue recognized for each product in each accounting period.

 

Actions

Report Description

Current accounting period revenue details

Details of revenue being recognized in the current accounting period.

Undistributed unrecognized revenue

The revenue schedules with undistributed, unrecognized revenue.

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