The Historical Waterfall Report provides revenue data for up to 13 periods from any selected historical period, allowing you to analyze past revenue activity.

The Historical Waterfall Report generates revenue data for up to 13 periods from any historical period you choose. For example, if your current open period is May 2023, you can run the report to generate data from January 2022 to December 2022 to generate a Historical Waterfall Report for your prior year.

The revenue activity of the historical period will be the actual revenue posted to the General Ledger from Zuora Revenue.

Complete the following steps to generate a Historical Waterfall Report :

1. Navigate to Reports > Run Reports from the main menu.
2. Click Revenue .
3. Select/search Historical Waterfall Report from the available list.
4. Select the applicable layout from the Select Layout drop-down field.
5. Click Report Detail .
6. Select the applicable waterfall from the WF Type drop-down field. Only the following waterfall types are currently supported by this feature:
   1. Adjustments
   2. Billed Revenue
   3. Contract Impairment
   4. Net Revenue
   5. Revenue
   6. Unbilled Revenue
7. Select the applicable currency type from the Currency Type drop-down field. The following currency types are available.
   1. Functional
   2. Transactional
   3. Reporting
8. Select the applicable format from the Waterfall Format drop-down field.
9. Select the applicable start period from the Start Period drop-down field.
10. Select the number of periods you want to generate the report from the Number of Periods drop-down field. Zuora Revenue can generate historical waterfall reports for up to 13 periods.
11. Click Run Reports .