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Guidance for Reports Migrated in 2016

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In 2016 we transitioned to a new Reporting solution. As part of the transition, we automatically migrated a majority of existing reports with a few exceptions. Refer to the table below to see what was included in the migration.

Area

What is Included

What is Not Included

Additional Support

Zuora Standard Data Sources

Reports based on the following data sources:

  • Account

  • Invoice

  • Invoice Adjustment

  • Invoice Item

  • Invoice Payment

  • Payment

  • Product Rate Plan Charge

  • Refund

  • Refund Invoice Payment

  • Subscription

  • Subscription Rate Plan

  • Subscription Rate Plan Charge

  • Taxation Item

 

 

Z-Internal Data Sources

Reports based on the following data sources:

  • Account
  • Accounting Code
  • Billing Run
  • Contact
  • Credit Balance Adjustment
  • Invoice
  • Invoice Adjustment
  • Invoice Item
  • Invoice Item Adjustment
  • Invoice Payment
  • Payment
  • Payment Method
  • Payment Method Transaction Log
  • Payment Transaction Log
  • Product
  • Product Rate Plan Charge
  • Product Rate Plan Charge Tier
  • Rate Plan
  • Rate Plan Charge
  • Rate Plan Charge Tier
  • Refund
  • Refund Invoice Payment
  • Subscription
  • Taxation Item
  • Usage

Reports based on the following data sources:

Use the links to the left to view guidance on how to get the information that these data sources have provided historically

Report Specific Data Sources  

Reports based on the following data sources:

Use the links to the left to view guidance on how to use the new reporting solution to get the information that these data sources have provided historically

Report Types

All report types, including:

  • Column

  • Summary

  • Crosstab

   

Report Definition

All aspects of report definition, including:

  • Column selections

  • Groups

  • Totals and subtotals

  • Filters

  • Sorts

Totals in the header and footer of column reports

Reports with filters that use 'First Day of This/Next Month' or 'Last Day of This/Previous Month' as a date option

Reports with filters where the operator is not compatible with the data type such as < or > applied to text fields. See Guidance for Incompatible Filters

In the new reporting, summary reports can be used to summarize the information included in the header and footer for column reports; we will provide guidance on how to add this as needed.

Recency

All report definitions that have been run at least once in the last 6 months

Report definitions that have not been run in the last 6 months

 

Charts

 

Charts associated with reports

We will be adding back chart and dashboard capabilities in a subsequent release and allow you to create charts from any of your reports.

Shared and Private Reports

Shared reports

Private reports

 

 

Your migrated reports appear in a new shared folder, Migrated Reports:

Last modified
19:18, 14 May 2017

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