Work with reports

Run reports

To run a report in Zuora Revenue, 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.

   Filter criteria are specific to each report. The mandatory field for the filter is indicated by an asterisk (*).

6. Click Run Report. The report data is displayed in the lower pane under the Filters section on the report details page. 

   

Copy layouts

Layouts must be defined for a report to display data. The reports that are seeded in Zuora Revenue 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.

   

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 Name, Layout 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 Zuora Revenue.

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  to preview the generated chart based on your configurations.
8. Click  in the upper pane to save the layout in Zuora Revenue.

Add a field to the report filter

To add a field to be used as a filter to a report, complete the following steps:

1. Navigate to Reports > Run Reports.
2. Locate the target report and click Edit Report.
3. In the Layouts tab of the Edit Report window, hover the mouse over the line of the target layout and click .

   The predefined standard layout is not editable. Only the customized layout is eligible for the following steps. To add a field as a filter for the standard layout, make a copy of the standard layout and then edit the copied layout. See Copy layouts.

4. In the Edit Layout window, click the Filters tab. The fields available for the current filter are listed.
5. To add a field to the filter, click the Manage Filter icon .
6. In the Manage Filter window, click  to add a line.
7. In the Data Category column, select All to display all the eligible fields for the current report.
8. In the Field Name column, select the target field and ensure the Enabled Filter switch is toggled to Yes.
9. Click  and close the window.

The enabled field is available in the Filters section when you run the report based on this customized layout.

Add a field to the report

To add a field to a report, complete the following steps:

1. Navigate to Reports > Run Reports.
2. Locate the target report and click Edit Report.
3. In the Layouts tab of the Edit Report window, hover the mouse over the line of the target layout and click .

   The predefined standard layout is not editable. Only the customized layout is eligible for the following steps. To add a field as a filter for the standard layout, make a copy of the standard layout and then edit the copied layout. See Copy layouts.

4. In the Edit Layout window, use the Fields tab to specify the fields that are available in the report. To add a field, click one or more target fields from the Available Fields section, and click the arrow icon to move your selection to the Selected Fields section.

   The combination of the Available Fields list and the Selected Fields list includes all the fields that are applicable to the current edited report. If the Available Fields list is empty for your selection, it means all the applicable fields of the report have been moved from the Available Fields list to the Selected Fields list. 

5. Click  and then close the window.

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 Zuora Revenue 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.
   
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 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.