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SOX and Audit

This reference provides an overview of various reports related to SOX and audit processes, detailing their purposes and the information they display.

Report Name

Description

Approvals Report

Lists pending or approved revenue contract approvals.

Audit Trail Report

Displays the information about system configuration changes in the specified period.

Contract Modification Report

Displays the transaction lines that trigger a contract modification, the contract modification rule triggered, and the retrospective or prospective allocation treatment information.

Cost Stratification

Displays all cost types, stratification fields, and cost formulas that are defined in Zuora Revenue.

Cost Transaction Changes

Displays the cost changes for different cost types in the specified period.

Line Stage Exception Report

Displays the sales order lines that have stage errors occurred when data collection process is run. This report is only applicable when stage validation framework is enabled to display the transaction line and its associated error code and message.

Line Staging Report

Displays the records in the staging table as well as the errors that are associated with the records.

Manual POB Report

Lists the performance obligations that are manually added to revenue contracts.

Manually Created Revenue Contracts

Lists the revenue contacts that are manually created.

Mass Action Batch Report

Lists of mass action changes in the specified period, such as updating attributes, updating accounts, or releasing holds.

Orphan Transactions Report

Lists the orphan transaction lines that are not associated with any revenue contracts.

RC Hold/Release Report

Displays information about the new, pending, or released revenue contract holds.

RC Workbench TimeLine Report

Lists the actions that are manually taken by users on lines, POBs, or revenue contracts in the Workbench for the specified period.

Revenue Contract Move Report

Displays the movement of transaction lines from the original system grouped revenue contracts to the user-defined revenue contracts or between two user-defined revenue contracts.

Role Privileges Report

Lists the user roles and their access to system functions.

SSP Exception Report

Lists transactions for which SSP cannot be derived.

SSP Update Report

Displays the manually edited or updated SSP groups.

User Access Report

Lists the user access information in Zuora Revenue.

User Assignment Report

Displays information about the roles that are assigned to Zuora Revenue users.

User Creation Report

Displays track information about the user creation and modification for the specified period.

VC Actions

Displays all VC actions that are taken for different VC types in the specified period, such as VC estimates, reversals, actuals, or VC clearing.

VC Template

Displays information about VC setup.

VC Transaction Changes

Displays the VC changes that are associated with transactions in the specified period.