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# Unified Reporting experience

> The Unified Reporting experience provides a single, dataset-first workspace to create, manage, and visualize reports across Zuora products while the legacy Reporting UI remains available during the Beta transition.

The Unified Reporting experience provides a single, dataset-first workspace to create, manage, and visualize reports across Zuora products while the legacy Reporting UI remains available during the Beta transition.

The Unified Reporting Experience provides a single place to create and manage reports across Zuora products. The new experience uses a dataset-first model: you select or create a governed dataset, and then build reports using the fields and metrics exposed by that dataset.

Datasets provide a reusable definition of your reporting data, including dimensions, metrics, filters, and source information. Reports use the dataset to produce summarized or detailed results. Supported charts and dashboards can use these reporting assets to help you visualize and monitor business data.

The new Reporting experience is available as a Beta capability and is being expanded incrementally. During the transition, you can switch between the New Reporting Experience and the Legacy Reporting UI from the Reports page.

> The Unified Reporting experience provides a single, dataset-first workspace to create, manage, and visualize reports across Zuora products while the legacy Reporting UI remains available during the Beta transition.

## Docs

- [Create a dataset-based report](https://zuora.ferndocs.com/docs/platform/data/reporting/unified-reporting-experience/create-a-dataset-based-report.md): Learn how to create a dataset-based report.
- [Purpose of datasets](https://zuora.ferndocs.com/docs/platform/data/reporting/unified-reporting-experience/purpose-of-datasets.md): Datasets are governed, reusable definitions of business data that standardize dimensions, metrics, filters, and data freshness for consistent, controlled reporting.
- [Standard datasets](https://zuora.ferndocs.com/docs/platform/data/reporting/unified-reporting-experience/standard-datasets.md): Standard datasets are system-defined, read-only or restricted data sources that support common reporting scenarios across billing, revenue, finance, and platform domains.
- [Dataset creation](https://zuora.ferndocs.com/docs/platform/data/reporting/unified-reporting-experience/dataset-creation.md): Create a dataset by selecting a source, defining fields and metrics, configuring filters, adding metadata, and then saving or publishing it.
- [Report creation](https://zuora.ferndocs.com/docs/platform/data/reporting/unified-reporting-experience/report-creation.md): Learn how to create, configure, and save reports using Report Builder, including summary and detail modes.
- [Report management](https://zuora.ferndocs.com/docs/platform/data/reporting/unified-reporting-experience/report-management.md): Learn how to run, schedule, share, export, and organize reports and report folders.
- [Charts and dashboards](https://zuora.ferndocs.com/docs/platform/data/reporting/unified-reporting-experience/charts-and-dashboards.md): Use charts and dashboards to visualize Dataset or Report data, monitor key business metrics, and explore trends and patterns in a single, governed view.
- [Dashboard creation and management](https://zuora.ferndocs.com/docs/platform/data/reporting/unified-reporting-experience/charts-and-dashboards/dashboard-creation-and-management.md): Create and manage dashboards by adding chart widgets, arranging layouts, configuring refresh and sharing settings, and understanding data freshness and drill-through capabilities.
- [Permissions and access](https://zuora.ferndocs.com/docs/platform/data/reporting/unified-reporting-experience/permissions-and-access.md): In the new Reporting experience, permissions at the dataset and report levels control who can view, run, edit, or manage reports, and you may need access to both to use a report successfully.
- [Key information](https://zuora.ferndocs.com/docs/platform/data/reporting/unified-reporting-experience/key-information.md): Key concepts for using datasets, reports, and the Legacy Reporting UI in the new Reporting experience.