Create and customize your own Reporting summary reports when you want to group and summarize data. Summary reports are similar to pivot tables in Excel.
There are only three steps to creating a new Summary Report:
From the Zuora Reporting landing page click Create New Report to get started. Click the video below to see a summary report creation example.
Select the data source appropriate for the report you want to create. For help with the data source selection refer to Zuora Reporting Data Sources and Picking the Right Data Source pages or refer to Standard Reports for inspiration. Zuora Standard Reports can be a useful starting point because you can save any Zuora Standard Report with a new name and modify it for your specific needs. Finally, you can refer to Zuora Reporting Data Sources and use the linked data pages to get more detail about data sources and the data source objects that they contain.
Or you can scan the list of data sources to find what you need. Here are a few tips to help you find what you want.
When you first view the data source selection page, a default list of data sources is shown. You can, if you wish, view all available data sources by clicking on the button labeled All in the upper right. Your reporting administrator may also change which data sources appear in the default view.
To build the summary report drag and drop data source object fields into following parts of the report Column Groups, Row Groups, and Value Fields. As you add fields you will see a preview of what your final report will look like. The preview data is based on sample data from your tenant and is meant to give you an idea of how the report will be structured, but the results shown in the preview mode will typically not match the results in your final report.
The panel on the left of the report builder is populated with the data source objects from the data source you selected.
Click, drag, and drop data source fields into Column Groups, Row Groups, and Value Fields. To more quickly create filters on fields already in the report click on the settings icon:
The following sections show how Column Groups, Row Groups, Value Fields and Filters can be used in a report
Column Groups and Row Groups segment and group the values that you summarize in your report.
Column Groups create a series of groups horizontally.
Row Groups create a series of groups vertically.
You can add multiple Row Groups or multiple Column Groups. You can add up to five of either in total.
If you have two or more column or row group dimensions, then the order of display determines how those dimensions generate the summary report display. Both groups build the report dimensions starting from left to right. The first column group generates the first row of column headings and every subsequent column group creates another group of column heading below the previous column group. Row groups are nested in the same way from left to right.
Any row group selection can display or hide the subtotal by default. A subtotal is a total for each group displayed as a distinct row. For example, in the screenshot above, the Enterprise Platform product has a subtotal row, "Total for Enterprise Platform".
Enable or hide the subtotal row by clicking the settings icon for the desired row group and either checking or clearing the Enable Subtotals checkbox.
In some cases, you may want to roll-up the values of a Row or Column Group field into another layer of grouping.
For example, you might want to add Invoice Date to the report but group the dates into months, or you might want to group by Account Balance but divide customers into only two groups, based on whether or not they have a balance of more than $1,000. When you add a date field or a numeric field to the report, you are automatically given these type of grouping options.
Numeric data types can be configured to use No Grouping, Even Intervals, or Custom Intervals.
For grouping with Even Intervals define the numeric range for the intervals. For grouping by Custom Intervals you can specify the interval names and customize the start and end of each interval. Because numeric interval grouping causes many queries to be generated for each report, some limitations apply.
Value Fields determine what aggregated values are displayed in the body of the table.
You can summarize Value Fields in several different ways:
For example, if you know you want to see all Invoice Item: Charge Amounts posted for each account plotted against the invoice date, then the mechanical work to make the report is easy. Drag and drop Invoice Item: Charge Amounts into Value Fields and aggregate the data set values by SUM. After the column and row groups are set the table body is populated with the data set, summarized and plotted according to those column and row groups. Also the summary report builder automatically creates the table title from the aggregation plus the value field name as is shown below.
Filter conditions determine which records are included when your report is calculated. For example, you would probably only include Invoices where Status is ‘Posted’ and not Invoices where Status is ‘Draft’ if you were totaling up the amount that you have billed.
Refer to the page describing Reporting Filters for more information.
You can save and run the report at any time during the configuration of the report.
To save a report, click Save. When you save the report, you can specify the report name, report description, and the folders to save the report in. After you have saved the report, you can use the Save menu button to rename or move the report. See Folders and Sharing for more information.
To save and immediately run the report, click Save Report & Run. You can also use the Save Report & Run menu button to schedule a run of the report. See Schedule Report Runs for more information.
If you choose to run the report, Reporting displays the final report results based on all the data from your tenant. To rerun the report, click Run Again. To return to the report builder and reconfigure the report, click Edit Report.
To export the final report results as a CSV file, click Export. The rows and columns in the exported CSV file are grouped in the same way as the displayed report results. This results layout is called the crosstab layout. To export the report results as a flat table, select Unpivoted Layout from the Export menu button.
If a field has no value, Reporting displays "(none)" in the summary report results. If the value of a field is the empty string, Reporting displays "(blank)" in the summary report results.
The following limitations apply to summary reports:
Currently summary reports are limited to ten dimensions at a time, meaning you can have any combination of column groups and row groups as long as they don't add up to more than ten.
The total number of queries produced by one report may not exceed 50. The number of queries is not visible in the user interface, but behind the scenes, the number of buckets and groups in columns and rows creates as many queries as the cross product or the number of table cells.
Reports using COUNT DISTINCT can have only one value field and they must have at least one column or row group.
Preview for a report is disabled when COUNT DISTINCT is used with date or datetime data types.
The Days Overdue field can not be used as a value field in a report.
After saving your report you can schedule report runs so that it will deliver updated results when you and your stakeholders want them.
You can use the Manage Report Runs page to check the status of report runs and download results from completed report runs. Each report run is listed on the Manage Report Runs page for 60 days.