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Customize a Standard Report

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Zuora Reporting provides standard reports that you can run with your subscription business data and get immediate value. Additionally, you can clone, i.e., Save As, and edit any report. You can improve upon any standard report and save it as your own customized report with customized data source field additions, new filters, sorts, and aggregations according to your needs.

To customize a standard report:

  1. Navigate to the report.

    See Standard Reports for a listing of the available reports.

  2. Click the arrow next to Run Detail Report and select Edit.

    Report Menu options.png

  3. Make any customizations and changes to the report.

  4. Click Save As to save it as your own customized report.

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