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. |