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Insights Analysis

This feature is not automatically enabled for existing users of the Zuora Insights add-on. To request this feature, contact your Zuora Insights representative.

Insights Analysis enables you to transform data about your subscription business into reports that reveal trends in key subscription metrics. The data provided by Insights Analysis includes details of new and modified subscriptions, billing and payment transactions, and monthly calculations of key subscription metrics.

Insights Analysis features a report builder that is functionally similar to Zuora Reporting. However, the two interfaces are completely separate. Report runs, scheduled reports, and saved reports are only accessible from the interface in which you created the reports.

To use Insights Analysis, navigate to Insights > Analysis in your Zuora tenant.

Standard Reports

The Zuora Standard Reports folder contains pre-built reports that you can run immediately. Each standard report calculates a key subscription metric. See Calculations of Key Subscription Metrics for more information. Insights also displays these key subscription metrics as interactive cards on the Overview dashboard.

Each report in the Zuora Standard Reports folder is based on one of the following Insights Analysis data sources:

Data Pipeline

All data in Insights Analysis is sourced from your Zuora tenant. The Insights Analysis data pipeline synchronizes data from your Zuora tenant every hour.

Currency Conversion

If your Zuora tenant has the Currency Conversion feature enabled, you can include currency conversion data in Insights Analysis.

To include currency conversion data in Insights Analysis, you must enable Automatically include additional Currency Conversion information in data source exports on the Manage Currency Conversion settings page. See Configure Foreign Currency Conversion for more information.

Insights Analysis converts some transaction amounts to the home currency configured in your Zuora tenant. Insights Analysis provides converted transaction amounts in both the original transaction currency and your home currency. Fields with names ending in "(Home Currency)" represent transaction amounts that have been converted to your home currency.

Exchange Rates

For objects that support currency conversion, Insights Analysis provides the following currency conversion data fields:

  • Home Currency
  • Exchange Rate
  • Exchange Rate Date
  • Provider Exchange Rate Date

Insights Analysis uses Exchange Rate to convert transaction amounts to values in Home Currency.

Insights Analysis uses the following procedure to determine Exchange Rate:

  1. Determine Exchange Rate Date from the dates associated with the transaction.

  2. Determine Provider Exchange Rate Date from Exchange Rate Date, based on the currency conversion settings in your Zuora tenant.

    For example, if you have set up monthly currency conversion on the 1st day of each month, a transaction with an Exchange Rate Date of 2017-06-12 will have a Provider Exchange Rate Date of 2017-06-01.

  3. Determine Exchange Rate by getting the exchange rate for Provider Exchange Rate Date from the exchange rate provider.

Last modified
19:21, 31 Jul 2017


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