Account and statement information summary CSV file
To download a summary CSV file of account and statement information, select A summary of account and statement information for this statement run from the statements downloading options.
The summary CSV file contains the following columns.
| Column | Description | Value example | Source |
|---|---|---|---|
| Statement: Statement Name | The name of a statement. | STA00000007.pdf | StatementGenerator |
| Statement: Balance | The balance of the statement. | 143.55 | StatementGenerator |
| Statement: StatementDate | The date when the corresponding statement run is triggered. | 2021-04-15 | StatementGenerator |
| Account: Account Number | Customer account number. | A01914355 | DataQuery |
| Account: Name | Customer account name. | Test01 | DataQuery |
| Account: Billing Batch | The name of the billing batch that the account belongs to. | Batch48 | DataQuery |
| Bill To: Work Phone | The business phone number of the Bill To contact. | DataQuery | |
| Account: ID | The unique ID of the account. | 2c92c0f8783edf7201784473632254b1 | DataQuery |
| Account: CRM Account ID |
The CRM account ID for the account. |
DataQuery | |
| Bill To: Work Email | The business email address of the Bill To contact. | test@example.com | DataQuery |
| Bill To: Personal Email | The personal email address of the Bill To contact. | test@example.com | DataQuery |
| Account: Statement Template |
The name of the statement template used for the account. |
DataQuery | |
| Statement: Starting Date | The starting date and time of the statements that are generated in the statement run. | 2021-03-16 00:00:00 +0800 | StatementGenerator |
| Statement: Ending Date | The ending date and time of the statements that are that are generated in the statement run. | 2021-04-16 00:00:00 +0800 | StatementGenerator |
| Account: Invoice Delivery Preferences Print | Whether the customer wants to receive printed invoices, such as through postal mail. | FALSE | DataQuery |
| Account: Invoice Delivery Preferences Email | Whether the customer wants to receive invoices through email. | FALSE | DataQuery |
| Account: Balance | The balance of the account. | 143.55 | DataQuery |
| Account: Communication Profile ID | The internal identifier of the communication profile that Zuora uses when sending notifications to the account's contacts. | 2c92c0f84568f2240145875b00861ea3 | DataQuery |