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Create automated reports in Salesforce using Zuora 360

Create automated reports in Salesforce using Zuora 360 to receive scheduled email notifications of pre-configured or custom reports.

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

  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
  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
  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