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Create Automated Reports

Zuora

Create Automated Reports

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You can create automated reports to receive automated email of any pre-configured or custom reports.

To create an automated reports for Zuora Connector for Salesforce CRM in Salesforce:

  1. Click the Reports tab. If you do not see the Reports tab, click + and click Reports from the list of tabs.
  2. In the Folders list, click Zuora Reports.
    Zuora_Reports.png
  3. Click the name of the report that you want to have sent to you, for example, Account Receivable (Aging Report). 
  4. Click the Run Report arrow, then select Schedule Future Runs. 
    Schedule_Runs.png
  5. On the Schedule Report page, specify the scheduling information for the report. Click Help for this page if you need more information about the fields.
  6. Click Save Report Schedule.
  7. On the Reports page, a clock icon appears to indicate that one or more reports are scheduled to run. The scheduled reports are checked.
    Scheduled_Reports.png