Generate historical waterfall report
Learn how to generate a historical waterfall report in Zuora Revenue by navigating through the report options and selecting the appropriate settings.
- Navigate to Reports > Run Reports from the main menu.
- Click Revenue .
- Select/search Historical Waterfall Report from the available list.
- Select the applicable layout from the Select Layout drop-down field.
- Click Report Detail .
-
Select the applicable waterfall from the
WF Type
drop-down field. Only the following waterfall types are currently supported by this feature:
- Adjustments
- Billed Revenue
- Contract Impairment
- Net Revenue
- Revenue
- Unbilled Revenue
-
Select the applicable currency type from the
Currency Type
drop-down field. The following currency types are available.
- Functional
- Transactional
- Reporting
- Select the applicable format from the Waterfall Format drop-down field.
- Select the applicable start period from the Start Period drop-down field.
- 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.
- Click Run Reports