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: Accounting Period Amendment Communication Profile Customer Export Product Rate Plan Updater Batch Updater Detail	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: Contracted MRR and TCV History Account, by CC Expiration Date Invoice Aging Summary	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:

Further guidance: