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Milestone 6: Generate Subscription Finance Reports

Zuora

Milestone 6: Generate Subscription Finance Reports

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Overview

Zuora Internal Documentation. This article is intended for Zuora only. Do not share or distribute publicly.

Time Required: Approximately 1 hour

At this point, you should be managing your customers and their subscriptions within Zuora. Now let us go ahead and learn about Zuora's Reporting features. The goal of this milestone is to familiarize yourself with these features by generating a number of key Finance and Accounting reports that can be used to reconcile activity and evaluate your business. 

In this milestone, you will:

  • Export the details of a payment run
  • Create an Invoice Aging Report
  • Report on new Monthly Recurring Revenue   
  • Run an AR by Accounting Code Report
  • Learn more about Zuora's advanced reporting features

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What's Next?

Proceed to Part 1: Export Payment Run Details.