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Standard Reports

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.

Customize a Standard Report

To customize a standard report:

  1. Navigate to the report.
  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.

Standard Reports

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.

The remainder of this article lists the standard reports in Zuora Reporting.

Standard Booking Reports

Outcomes

Report Description

Total MRR

Summary Report

The total gross monthly recurring revenue (MRR) as of today. The sum of MRR from Rate Plan Charge by currency.

Drivers

Report Description

Cancelled CMRR

The lost Contracted Monthly Recurring Revenue (CMRR) from cancelled subscriptions grouped by year and month. This report shows only charges where the charge end date condition is 'Align to Subscription End.'

Cancelled subscriptions

Formerly, Churned Subscriptions

A count of subscriptions that were canceled grouped by month.

CMRR by account

The current Contracted Monthly Recurring Revenue (CMRR) by customer account.

CMRR by product

The current Contracted Monthly Recurring Revenue (CMRR) by product.

The sum of each product's Monthly Recurring Revenue from Rate Plan Charge.

MRR by account

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

MRR by product

Formerly, Today's MRR by Product

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

New CMRR

The new Contracted Monthly Recurring Revenue (CMRR) added as a result of new subscriptions.

New subscriptions

A count of the new subscriptions created in each of the last three months.

Subscription changes

A count of distinct accounts that had a change in a subscription version amendment in the last three months.

Subscription retention by cohort

A count of subscriptions canceled in any given month of the last year grouped by subscription cohort (groups of subscriptions that started in the same month). This report tracks the number of subscriptions that were canceled the following months.

Subscription term length

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

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.

Accounts with subscriptions up for renewal in next 30 days

A list of subscriptions coming up for renewal in the next 30 days.

Standard Billing Reports

Outcomes

Report Description

Gross billing over time

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

Invoice item adjustments over time

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

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.

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.

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.

Invoice item adjustments by customer account over time

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

Invoice item adjustments by product over time

Summary Report

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

Invoice item adjustments by reason code

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

Raw usage over time

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

Actions

Report Description

Draft, cancelled, or error invoices

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

Unprocessed usage

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

Standard Cash Reports

Outcomes

Report Description

Payments over time

The total of payments by month.

Refunds over time

The total amount refunded by month.

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.

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. 

Payment errors by error code

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

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.

Refunds by reason code

The total amount refunded by reason code.

Successful and failed payments 

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

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.

Accounts with largest outstanding balances

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

Accounts with recent payment errors

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

Accounts with unused credit balance

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

Invoices with negative balances

A list of invoices with negative balances.

Longest outstanding invoices

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

Standard Revenue Reports

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.

Last modified
01:44, 21 Dec 2016

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