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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.

  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