Summary Report widgets
Learn about the Summary Report widgets.
Summary Report widgets allow users to surface report visualizations directly on the Zuora Home dashboard. These widgets reuse the same chart configuration and data from Reporting and display the most recent completed report run.
This feature enables quick access to key metrics such as revenue trends, subscription counts, and invoiced amounts without navigating into the Reporting module.
To access these enhancements, switch to Zuora's new Home page experience.
Enable a report as a widget
To make a report available for dashboard widgets:
Navigate to the Reports page.
Open a Summary Report with chart visualization.
Enable the Enable as Widget option.
Only Summary Reports with charts can be enabled
Disabled reports will not appear in widget selection
Add a widget to the dashboard
To add a widget to the dashboard:
Go to the Home Dashboard.
Click .
Select a report from the list (only enabled reports appear).
Click Add.
The widget will be added to your dashboard.
Widget behavior
The widget behaves as follows:
Displays the same chart as shown in the Report Run results page
Always shows data from the latest completed report run
Includes a “Last refreshed at” timestamp based on report execution time (not dashboard load time)
Provides a "View Full Report" link for detailed analysis
Refreshing data
The following limitations apply to widget refresh behavior:
Widgets do not auto-refresh on dashboard load
Click Refresh to run the report on-demand
Only one refresh can run at a time
Once completed:
Widget updates automatically
New run appears in Report Runs history
Error handling
If a refresh fails:
An error message is shown within the widget
Previous successful data remains visible
Permissions and access control
Access to widgets is governed by the following rules:
Users can only view and add widgets for reports they have access to
Report-level permissions are enforced
Limitations
These are the limitations of dashboard widgets:
No automatic refresh on dashboard load
Only Summary Reports with charts are supported
One report per widget
No parallel refresh execution
Benefits
The benefits of dashboard widgets include:
Instant visibility into key metrics on login
Reduced navigation and faster insights
Reuse of existing reporting logic and visualizations