This article outlines new features, enhancements, and resolved issues in the Zuora Insights application.
Insights administrators can now make multiple account profile layouts available to all Insights users. This feature enables each of your organization's teams to quickly and easily view the account information that they find most useful.
When multiple account profile layouts are available, each Insights user can choose their preferred layout when viewing an account dashboard.
If you previously had any unapplied account profile layouts, the layouts still exist, but the layouts have not automatically been made available to Insights users.
See Customize Account Profile Pages for more information.
If you have enabled email notifications for a segment, Insights will now send at most one email per day for the segment. Each day the segment changes, Insights will send you a summary of the day's changes.
Previously, you could choose whether to receive hourly or daily notifications. The switch to daily notifications ensures that each notification is consistent with the data you send to Insights that day.
Documentation enhancements. The new article Guidance for Insights Administrators is now available.
See Exports From the Insights User Interface for more information.
If you manage access to Insights through your core Zuora tenant, new users are now assigned the role Zuora Insights No Access. Users with this role cannot use Insights. Zuora platform administrators can grant users access to Insights through core Zuora settings.
Additionally, the names of the Insights standard and administrator user roles in core Zuora have changed to "Zuora Insights Standard User" and "Zuora Insights Administrator."
See Insights Roles for more information.
See Insights Standard Fields for more information.
The new account attributes will not be immediately available in customer tenants. They will be enabled in a phased rollout, and will become available in all customer tenants by January 20, 2017.
Fixed a minor issue where popup descriptions would stay visible during scrolling, obscuring the user interface.
Time-series trend charts are now available for numeric attributes. To view the trend chart for a numeric attribute, click Attributes & Metrics on the Trends tab of an account or user dashboard, then choose the attribute.
Trend charts for numeric attributes are also now available in account profile headlines.
Historical numeric attribute data in trend charts will not be available in some customer tenants, but will automatically start trending for all customers tenants from December 1, 2016 forward.
Time-series comparison charts are now available for daily events. To compare event counts for multiple events, navigate to Events, select Chart, then select the Compare Events tab.
See Compare Event History Across Events for more information.
Two new columns are available on the Events page. For each event:
The existing Account % and User % columns contain the corresponding percentages for all accounts and users.
Insights considers a user or account to be active if Insights has ever received an event for the user or account.
Metric headlines on account dashboards now display the date when you hover over the chart.
See Using Account Dashboards for more information about metric headlines.
Insights administrators can now clear the descriptions of attributes and metrics.
If an attribute or metric has a description, Insights displays after the attribute or metric label on the Account Attributes & Metrics page or the User Attributes & Metrics page.
Documentation enhancements. The following new articles are now available:
The following articles have been enhanced with more detail: