Skip to navigation
DataZuora ReportingReporting Quick ReferenceStandard reports

Standard Finance reports

View as Markdown

This reference lists the outcomes of Standard Finance reports.

Standard Reports for Finance are in the Early Adopter phase. We are actively soliciting feedback from a small set of early adopters before releasing it to all customers. To join this early adopter program, submit a request to Zuora Global Support.

  • AR Aging reports are only available for past accounting periods; they are not available for current or future accounting periods.
  • This feature is only available if you have Invoice Settlement enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memos, and Invoice Item Settlement. If you want to have access to the feature, seeInvoice Settlement Enablement and Checklist Guide for more information.

Outcomes

ReportDescription
AR Account Aging DetailAR Account aging balances as of Accounting Period end dates, with details of transactions affecting the AR aging within the accounting period.
AR Account Aging SummaryAR Account aging balances as of the Accounting Period end dates summarised at a customer account level (no transaction level breakdown).
AR Credit Memo Aging DetailCredit memo aging detail provides information about how long credit memos have been unapplied in Zuora.
AR Debit Memo Aging DetailAR Aging balances of Debit Memos as of Accounting Period end dates.
AR Invoice Aging DetailAR Aging balances of Invoices as of Accounting Period end dates.
AR TransactionsA report of all AR transactions to produce a roll-forward report of all AR activity in a period.
AR Unapplied Aging DetailAR Aging balances of Payments as of Accounting Period end dates.