As a Zuora Program Lead and/or Admin, you're likely called upon to generate reports and send them to other personnel to support day-to-day operations. In this session, we'll review how to use Zuora to create reports, automate scheduled report runs, and share reports.

2. Mastering Zuora Reports for
Advanced Admin Use Cases
Learn how to create, schedule, and share
reports
Deepak Kumar
Sr. Instructional Designer, Zuora

3. welcome
message
page
03
• Sr. Instructional Designer
• With Zuora for two years
• Working for Zuora University
Deepak Kumar

4. the zuora
administrator
page
04
Zuora Administrator for six months
Experience with the Zuora Administration settings
Familiar with basic billing, payments, and finance
concepts
Experience creating user roles and assigning
permissions in Zuora
Jane Doe

5. context
page
05
• Receive the report
by email every
week
Billing Analyst
Business Need: Invoice Aging Report
- shows the length of time an invoice has been
past due
• Access the report in
Reporting user interface
• Edit the report
• Schedule her own report
run
• Access the report in
Reporting user interface
• Cannot edit the report
• Schedule his own report
run
Director of Billing
Operations
Controller

6. steps you’ll take as a zuora
administrator
page
06
step 2
•Schedule the
report to
automatically
run every
week
•Set the email
distribution list
step 1 step 3
•Create user
roles with
relevant
permissions
•Create user
accounts
•Assign user
roles to user
step 4
•Share the
report
•Create the
report

7. steps you’ll take as a zuora
administrator
page
07
step 2step 1 step 3 step 4
•Schedule the
report to
automatically
run every week
•Set the email
distribution list
•Create user
roles with
relevant
permissions
•Create user
accounts
•Assign user
roles to user
•Share the
report
•Create the
report

20. steps you’ll take as a zuora
administrator
page
020
step 2step 1 step 3 step 4
•Schedule the
report to
automatically
run every
week
•Set the email
distribution
list
•Create user
roles with
relevant
permissions
•Create user
accounts
•Assign user
roles to user
•Share the
report
•Create the
report

28. steps you’ll take as a zuora
administrator
page
028
step 2step 1 step 4
•Schedule the
report to
automatically
run every week
•Set the email
distribution list
•Create user
roles with
relevant
permissions
•Create user
accounts
•Assign user
roles to user
•Share the
report
•Create the
report
step
3

40. steps you’ll take as a zuora
administrator
page
040
step 2step 1 step 3 step 4
•Schedule the
report to
automatically
run every week
•Set the email
distribution list
•Create user
roles with
relevant
permissions
•Create user
accounts
•Assign user
roles to user
•Share the
report
•Create the
report

63. steps you’ve taken as a zuora
administrator
page
063
step 2
•Schedule the
report to
automatically
run every week
•Set the email
distribution list
step 1 step 3
•Create user
roles with
relevant
permissions
•Create user
accounts
•Assign user
roles to user
step 4
•Share the
report
•Create the
report

64. Q&A
page
064

65. thank you.