Run Reports

Knowledge Center > Zuora RevPro > Reports > Run Reports

Run Reports

Many options are provided for you to run a report, schedule a report, or edit the report layout. These options are available either on the Report > Run Reports page or on the report details page.

After you navigate to Reports > Run Reports, you can do the following things:

  • Get report details
  • Edit the report layout
  • Edit the report
  • Add the current report and layout to your favorites
  • Add the report to migration

After you get to the report details page, click the menu icon icon-report-menu.png to get the options to do the following things:

  • Add the current report and layout to your favorites
  • Edit the report layout
  • Edit the report
  • Submit the report download
  • Save the report layout
  • Schedule a report download

Run Reports

To run a report in RevPro, complete the following steps:

  1. Navigate to Reports > Run Reports.
  2. Click the tab of a certain report category to view all available reports of this category.
  3. Find the report that you want to run and select a layout from the dropdown list. For example, select the Accounting Summary layout for the Accounting Report
  4. Click Report Detail to go to the corresponding report page. 
  5. In the Filter section, specify the criteria to filter the report data.
  6. Click Run Report. The report data is displayed in the lower pane under the Filters section on the report details page. Optionally, click icon-report-filter.png to hide the Filter section.
    run-accounting-report-summary.png 

Submit Download

Use the Submit Download option to download reports.

  1. On the report details report, click icon-report-menu.png  to expand the report menu and then click Submit Download
  2. (Optional): In the Subscribers windows, click icon-add-green.png to add subscribers.
  3. Click Submit Downloads. A message indicating that the request is submitted successfully with a submission ID is then displayed, and you are redirected to the My Downloads page.

  4. On the My Downloads page, locate the corresponding submission ID, hover your mouse over the line, and click  to download the report data. The report will be exported as a CSV file.

Schedule Report

Use this option to schedule a particular time to download the report.

  1. On the report details report, click icon-report-menu.png to expand the report menu and then click Schedule Reports.
  2. In the Schedule Reports window, specify the values for the following fields.
    Field Name Description
    Resubmit Interval

    Select a time interval from the following options from the dropdown list:

    • Minute(s)
    • Hour(s)
    • Day(s)
    • Week(s)
    • Month(s)
    Resubmit Code Based on this value, the report resubmission will be triggered.
    Resubmit Type

    The scheduling of the report is dependent upon itself. Select one of the following options:

    • From the Start of the prior run
    • From the Completion of the prior run
  3. Click  to save the configuration. 

A message indicating that the request is submitted successfully with a submission ID is then displayed. Scheduled reports will appear in the Schedule Jobs page.

Copy Layouts

Layouts must be defined for a report to display data. The reports that are seeded in RevPro have predefined layouts. You can copy these predefined layouts and then customize them based on your own needs. 

Complete the following steps to copy an existing report layout:

  1. Navigate to Reports > Run Reports.
  2. Click the tab of a certain report category to view all available reports of this category.
  3. Find the target report and click Edit Report. The Edit Report window of this report is displayed. The following graphic shows the window for the Accounting Report.
    edit-accounting-report.png
  4. In the Layouts tab of the Edit Report window, hover your mouse over the line of the report layout that you want to copy and click 
  5. In the Confirm Copy window, click OK. The Copy Layout window will be displayed.
  6. Enter the values for the Layout NameLayout Description, and Filename Prefix fields in the Copy Layout window.
  7. Click Copy. The newly created layout will be displayed in the Layouts tab of the Edit Report - Accounting Report window.
  8. Click  in the Edit Report window to save the copied layout in RevPro.

Create Layouts

Complete the following steps to create a layout from scratch:

  1. Navigate to Reports > Run Reports.
  2. Click the tab of a certain report category to view all available reports of this category.
  3. Find the target report and click Edit Report
  4. In the Layouts tab of the Edit Report window, click  to create a new layout. The New Layout window is displayed.
  5. Complete the following fields in the New Layout window. 
    Field Name Description
    Layout Name Enter a layout name.
    Layout Description Enter the layout description.
    Enabled Switch the Enabled toggle to indicate whether the layout is enabled.
    Is Summary Switch the Is Summary toggle to indicate whether this report should be further summarized by the selected dimensions.
    Enable Totals Switch the Enable Totals toggle to indicate whether to generate grand totals for the report.
    Aggregate Flag Switch the Aggregate Flag toggle to indicate whether to enable the Aggregate Flag in the report layout.
  6. Click  to save this layout information. A message indicating that the layout is successfully created is displayed and the lower pane of the New Layout window becomes available.
  7. Configure the layout details and save your configuration in each tab.
    • Fields: Select the fields that you want to view in the report layout and click the arrow buttons to move the fields from Available Fields to Selected Fields. The maximum number of the selected fields is 50. 
    • Field Details: Edit the details of the selected fields in the Fields tab. 
      Field Name Description
      Sort Order

      The order of the field values. Select one from the following options:

      • Ascending Blanks FIRST
      • Ascending Blanks LAST
      • Descending Blanks FIRST
      • Descending Blanks LAST
      Sort Seq Enter the Sort Sequence number of each field in its corresponding data category.
    • Filters: The filters that you used to run the report are populated automatically in the Filters tab. You can review the filters in this tab. If you have not run the report yet, nothing is displayed in this tab.
    • Drill Layouts: Select the layouts to be displayed by moving your selection from Available Layouts list to Selected Layouts list.
    • Chart Config: Set the criteria to configure the chart. You can click preview_icon.png to preview the generated chart based on your configurations.
  8. Click  in the upper pane to save the layout in RevPro.

Create Report Filters

Complete the following steps to create filters for a report:

  1. Navigate to Reports > Run Reports.
  2. Click the tab of a certain report category to view all available reports of this category.
  3. Find the target report and click Edit Report
  4. In the Edit Report window, click the Fields tab.
  5. Locate the fields that you want to use as filters and switch the Filter Enabled toggle to Yes for these fields.
  6. (Optional): To edit the field label name or view all reports using this label, hover over the lines of these fields and click    
  7. Click  to save the report filters and then click  in the upper pane to save the report.

Restrict Report Access to Specific Roles

You can control the report access by giving the editing permission to different roles:

  1. Navigate to Reports > Run Reports.
  2. Click the tab of a certain report category to view all available reports of this category.
  3. Find the target report and click Edit Report
  4. In the Edit Report window, click the Security tab.
  5. Select the roles to whom you want to give the editing permission from the List of Roles section and click right arrow icon to move your selected to the Selected Roles section.
  6. Click   in the lower pane to save the permission configuration and then click   in the upper pane to save the report.

Edit Layout

The standard report layouts that are predefined in RevPro cannot be edited. To edit a standard report layout, copy the standard layout and edit the copied one.

After the standard layout is copied by following the instructions in Copy Layouts, complete the following steps to edit the copied layout:

  1. Navigate to Reports > Run Reports.
  2. Click the tab of a certain report category to view all available reports of this category.
  3. Find target the report and select a layout from the dropdown list. 
  4. Click Edit Layout. The Edit Layout window of the selected layout is displayed.
    edit-accounting-report-layout.png
  5. Configure the layout details in each tab and save the layout configurations. See Create Layouts for detailed information about each tab.

Add to Favorites or Remove from Favorites

You can add report layouts to your favorites so that you can quickly access them in the Favorites tab in the future. You can also remove the report layouts that are no longer needed from your favorites.

Add to Favorites

Complete the following steps to add a report layout to your favorites:

  1. Navigate to Reports > Run Reports.
  2. Click the tab of a certain report category to view all available reports of this category.
  3. Find the target report and select a layout from the dropdown list. 
  4. Click Add To Favorites.

A message indicating the report has been successfully added to Favorites will be displayed and the report with the selected layout then appears in the Favorites tab on the Reports > Run Reports page.

Remove from Favorites

Complete the following steps to remove a report layout from your favorites:

  1. Navigate to Reports > Run Reports.
  2. In the Favorites tab, locate the report and select the layout that you want to remove from the dropdown list. 
  3. Click Remove From Favorites.

A message indicating the report has been successfully removed from Favorites will be displayed and the report with the selected layout is then removed from the Favorites tab.

Add To Migration

Complete the following steps to add a report to migration.

  1. Navigate to Reports > Run Reports.
  2. Click the tab of a certain report category to view all available reports of this category.
  3. Find the report that you want to add to migration and click Add To Migration.

A message indicating that it is successfully added to the migration will be displayed.

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