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User managementMulti-OrgMulti-Org for Zuora Billing

Run a roll-up report

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Learn how to consolidate standard reports at the parent org level and create a roll-up report for selected org units.

All standard reports will be consolidated and available at the parent/root org level.

The report preview will display the individual org units selected for the roll-up along with the cumulative value.

The gif below demonstrates an example of creating a rollup for an invoice data source:

Create a rollup

1

Navigate to the Org Switcher on the right-hand top of the screen.

2

Select all the org units that you wish to include in the roll-up report.

3

On the left navigation go to Reporting > Reporting

4

Click Create New Report

5

Create a Summary Report Follow the steps mentioned in Create a Summary Report to select a data source and customize the report.

The report preview will display the individual org units selected for the roll-up along with the cumulative value.

Create a roll-up

The gif below demonstrates an example of creating a rollup for an invoice data source:

6

The user first uses the org switcher to select the Org Units to be included in the roll-up report creation.

7

Navigates to the Reporting screen to Create a New Report.

8

Selects the data source (Invoice in our example). You can also customize the view of your report here.

9

On running the report, you can see that the Organizations included in the report are the ones the user selected in Step 1.