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Changes to standard report layouts

Explore the new fields and report layouts added to predefined reports, enhancing data sorting and customization capabilities.

More fields which are related to subscriptions, rate plan charges, and charge segments, are added to the predefined reports and can also work as filters to help you sort out data more quickly.

Besides, new report layouts that are specific to charges and charge segments are added to the predefined reports as listed in the following table. You can create your own report layout based on these standard layouts. For common usage of the Zuora Revenue reporting functionality, see Work with reports.

Report name

New standard layout

Billing Report

  • By Charge

  • By Charge Segment

Billing Rollforward Report

  • By Charge

  • By Charge Segment

Billing Waterfall

  • By Charge

  • By Charge Segment

Bookings Report

  • By Charge

  • By Charge Segment

POB Released Report

  • By Charge

  • By Charge Segment

RC Rollforward Report

  • By Charge - QTD

  • By Charge - QTD

  • By Charge - YTD

  • By Charge Segment - PTD

  • By Charge Segment - QTD

  • By Charge Segment - YTD

Revenue Insight

  • By Charge

  • By Charge Segment

Unbill Rollforward Report

  • By Charge

  • By Charge Segment

Unreleased POB Report

  • By Charge

  • By Charge Segment

Unsatisfied POB Balances Report

  • By Charge

  • By Charge Segment

Waterfall Report

  • By Charge

  • By Charge Segment