Zuora Reporting: Creating and Managing Reports

Zuora Reporting: Creating and Managing Reports

Self-Paced: for anyone interested in learning how to create and manage reports in Zuora.

About this course

This course is designed for anyone interested in learning how to create and manage reports in Zuora. This course also covers how to customize standard reports, and create a detail report. 

By the end of this course, you’ll be able to:
• Identify the features of Zuora Reporting
• Organize and manage your reports 
• View and customize standard reports 
• Create a detail report 
• Create a summary report

Prerequisites:
• Introduction to Zuora
• Zuora Reporting: An Introduction

The course is broken down as shown:

Module 1
Creating and Managing Reports
Topic 1: Introduction
Topic 2: Zuora Reporting Interface
Topic 3: Viewing and Customizing Standard Reports 
Topic 4: Using Data Sources to Create a New Report
Topic 5: Creating a Detail Report
Topic 6: Using Column and Row Grouping to Create a Summary Report
Topic 7: Managing and Exporting Reports
Topic 8: Summary

Module 2
Next Steps

Course40 minutes

  • Module 1
  • Creating and Managing Reports

    Topic 1: Introduction
    Topic 2: Zuora Reporting Interface
    Topic 3: Viewing and Customizing Standard Reports 
    Topic 4: Using Data Sources to Create a New Report
    Topic 5: Creating a Detail Report
    Topic 6: Using Column and Row Grouping to Create a Summary Report
    Topic 7: Managing and Exporting Reports
    Topic 8: Summary

  • Module 2
  • Course Rating
  • Next Steps

About this course

This course is designed for anyone interested in learning how to create and manage reports in Zuora. This course also covers how to customize standard reports, and create a detail report. 

By the end of this course, you’ll be able to:
• Identify the features of Zuora Reporting
• Organize and manage your reports 
• View and customize standard reports 
• Create a detail report 
• Create a summary report

Prerequisites:
• Introduction to Zuora
• Zuora Reporting: An Introduction

The course is broken down as shown:

Module 1
Creating and Managing Reports
Topic 1: Introduction
Topic 2: Zuora Reporting Interface
Topic 3: Viewing and Customizing Standard Reports 
Topic 4: Using Data Sources to Create a New Report
Topic 5: Creating a Detail Report
Topic 6: Using Column and Row Grouping to Create a Summary Report
Topic 7: Managing and Exporting Reports
Topic 8: Summary

Module 2
Next Steps

Course40 minutes

  • Module 1
  • Creating and Managing Reports

    Topic 1: Introduction
    Topic 2: Zuora Reporting Interface
    Topic 3: Viewing and Customizing Standard Reports 
    Topic 4: Using Data Sources to Create a New Report
    Topic 5: Creating a Detail Report
    Topic 6: Using Column and Row Grouping to Create a Summary Report
    Topic 7: Managing and Exporting Reports
    Topic 8: Summary

  • Module 2
  • Course Rating
  • Next Steps