Zuora: Account Daily Overview

Description

  • Each record is a day in an account and its accumulated balance totals based on all line item transactions up to that day.

Supported Data Sources

  • Zuora

Columns

Type
Name
Description

STRING

account_daily_id

Unique account key, based on account id and date of balance data.

STRING

account_id

Creation date for the account.

DATE

date_day

Date compiled line item transactions by day for this account balance took place.

DATE

date_week

Date compiled line item transactions by week for this account balance took place.

DATE

date_month

Date compiled line item transactions by month for this account balance took place.

DATE

date_year

Date compiled line item transactions by year for this account balance took place.

INTEGER

date_index

The nth date in the transaction model.

DATETIME

account_created_at

Timestamp of when the account entry was created.

STRING

account_name

Account name as displayed in Zuora.

STRING

account_number

Unique account number assigned to the account.

STRING

account_status

Status of the account in the system.

STRING

account_country

The country of the contact's address associated with the account.

STRING

account_email

The business email address of the contact associated with the account.

STRING

account_first_name

The first name of the contact associated with the account.

STRING

account_last_name

The last name of the contact associated with the account.

STRING

account_postal_code

The zip code of the contact associated with the account.

STRING

account_state

The state of the contact associated with the account.

DATETIME

first_charge_processed_at

Time at which the first charge on the account is processed.

INTEGER

daily_invoices

Number of invoices that day for this account.

INTEGER

daily_invoice_items

Number of invoice items that day for this account.

INTEGER

daily_invoice_amount

Total amount of the invoices that day for this account.

INTEGER

daily_invoice_amount_paid

Total amount of the invoices paid that day for this account.

INTEGER

daily_invoice_amount_unpaid

Total amount of the invoices unpaid that day for this account.

INTEGER

daily_discount_charges

Total amount of the discount charges that day for this account.

INTEGER

daily_refunds

Total amount of the refunds that day for this account.

INTEGER

daily_tax_amount

Total amount of the taxes that day for this account.

INTEGER

daily_credit_balance_adjustment_amount

Total amount of the credit balance adjustments that day for this account.

INTEGER

rolling_invoices

Number of invoices on this account since it was created to the current date.

INTEGER

rolling_invoice_items

Number of invoice items on this account since it was created to the current date.

INTEGER

rolling_invoice_amount

Accumulated invoice amount based on totalled invoice amounts up to the current date.

INTEGER

rolling_invoice_amount_paid

Accumulated invoice amount paid based on totalled invoice amounts paid up to the current date.

INTEGER

rolling_invoice_amount_unpaid

Accumulated invoice amount unpaid based on totalled invoice amounts unpaid up to the current date.

INTEGER

rolling_discount_charges

Accumulated discount charges based on totalled discount charges up to the current date.

INTEGER

rolling_refunds

Accumulated refunds based on totalled refunds up to the current date.

INTEGER

rolling_tax_amount

Accumulated taxes based on totalled taxes up to the current date.

INTEGER

rolling_credit_balance_adjustment_amount

Accumulated credit balance adjustments based on totalled credit balances up to the current date.

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