Managing Zoom Phone Subscription Center

The Zoom Phone Subscription Center lets admins automate the delivery of Zoom Phone reports directly to their inbox on a daily, weekly, or monthly schedule — keeping teams informed on usage, performance, and activity.

Requirements for managing the subscription center

• Business, Enterprise, or Education account
• Account owner or admin with privileges
• Account has Zoom Phone licenses
• Customer Engagement Pack add-on for Call Queue data

How to add a subscription to Zoom Phone reports or dashboard

Set up a recurring email subscription to receive Zoom Phone reports or dashboard data automatically on a schedule that fits your needs.

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the top-right corner, click your profile picture or initials, then click Admin Center.
3. In the side menu, click Account, then Subscription Center.
4. Click Add.
5. In the Subscription Name field, enter the name of your subscription.
6. Under Report or Dashboard, click the dropdown arrow , then select one of the following:
   • Report:
     • Call logs (New View)
     • Call logs (Classic View), Usage reports, and Charge reports: Receive reports for calls, usage, and charge.
       • Call logs: Select this checkbox to add call logs to your report.
       • Usage Reports: Select this checkbox to add usage data to your report.
       • Charge Reports: Select this checkbox to add charge data to your report.
     • Call Queue analytics: Receive historical reports of call queues. Select the following checkboxes that you want to add chart data in your report:
       • Queue (Overview)
       • Queue (Calls)
       • Members (opt-out/in)
       • Members Performance
     • Auto Receptionist historical reports: Select to add auto receptionist historical data to your report.
     • Access reports: Receive access reports.
     • Feature entitlement and membership reports: Receive feature entitlement and membership reports.
     • User Performance Reports: Receive reports for the performance of your users.
   • Dashboard:
     • Quality of Service: Receive reports of the voice quality of your calls.
       • Overall: Select this checkbox to add the overall voice quality of your calls to the report.
       • Call > Past Calls: Select this checkbox to add call quality for past calls to the report.
     • Usage & Adoption: Receive reports of your call and SMS usage.
       • Calls: Select this checkbox to add usage call data to your report.
       • SMS: Select this checkbox to add usage SMS data to your report.
       • Activity: Select this checkbox to add usage activity data to your report.
     • Phones & Devices: Receive reports of the phones and devices that are online or offline for the entire account or specific site.
       • Hardware Phones & Devices: Select this checkbox to add hardware phones and devices to your report.
       • Zoom Clients: Select this checkbox to add the Zoom client type to your report.
     • SBCs: Receive reports of near real-time and historical data of your SBCs.
     • Emergency Services: Receive reports of the overall emergency location tracking data for the entire account or specific site.
7. (Optional) Click View Page to open the report you are subscribing to.
8. Under Target, click the dropdown arrow to click one of the following options:
   • Account: Run a report for all calls.
   • Call Queues (Up to 10): Run reports for up to 10 call queues for call queue historical reports.
   • Site: Run access report if you have sites.
   • Department: Run a quality of service report for a department only, then enter the name of the department.
   • Cost Center: Run a quality of service report for a cost center only, then enter the name of the cost center.
   • Site (Up to 10): Run a quality of service report for up to 10 sites.
9. Under Time Zone, click the dropdown arrow to select the time zone for the delivery.
10. Under Frequency, click the dropdown arrow , then select:
    • Daily to receive a report every day.
    • Weekly, then a day, to receive a report weekly on that day.
    • Monthly, then a date, to receive a report monthly on that date.
11. Under Time Frame, click the dropdown arrow to select the time for the delivery.
12. Under Report Date/Time Range, click the dropdown menu, then select from the following options:
    Note: Feature Entitlement and Membership Reports, Hardware Phones & Devices, and Emergency Tracking reports/dashboards have no report range.
    
    • If you have a Daily subscription scheduling, select from the following option:
      • Previous Day: Select the previous day's report date range within a specific time to receive the report/dashboard for specific shifting hours.
        • (Optional) Select the All day checkbox to receive data for the entire previous day.
        • If you do not select the All day checkbox, specify the time window on the data you want to receive.
    • If you have a Weekly subscription scheduling, select from the following options:
      • Last calendar week: Recieve data for the most recent calendar week on the report/dashboard.
      • Last 7 days: Receive data from the previous 7 days for the report/dashboard.
    • If you have a Monthly subscription scheduling, select from the following options:
      • Last calendar month: Receive data for the most recent calendar month on the report/dashboard.
      • Last 30 days: Receive data from the previous 30 days for the report/dashboard.
13. Under Email Recipients, add the email addresses of users within your account that will receive the reports.
    Note: You can only add up to 10 email recipients.
14. Select You confirm that you are authorized to share the selected report(s) with the recipient(s) listed above.
15. Under Active Status, enable the status of the subscription if it is disabled.
    Active status will send a confirmation email to your recipients to let them know they’ve been added to the subscription list to receive reports. Make sure they confirm their email to be able to receive those reports.
16. Click Save.

How to search or view the list of your subscriptions

You can review and manage your active subscriptions to keep track of which Zoom Phone reports and dashboards are scheduled for delivery.

1. Sign in to the Zoom web portal.
2. In the top-right corner, click your profile picture or initials, then click Admin Center.
3. In the side menu, click Account, then Subscription Center.
   You will see the following:
   • A search box: Enter the name of the subscription you are looking for.
   • A filter defaulted to Report or Dashboard (All) to list all of your report types. You can click the dropdown arrow , to select a specific report or dashboard to view a list of those report types only.
   • A filter defaulted to Target (All) to list all subscription targets. You can click the dropdown arrow , to select Call Queues, Site, Department, Cost Center, Group, or SBC, to view the list of reports according to your selection only.
   • A filter defaulted to Active Status, to list all active subscriptions. You can click the dropdown arrow to select Active or Inactive to list those subscriptions only.
   • Name: The name of your subscription.
   • Report or Dashboard: List of the names of the reports and dashboard you are running.
   • Target: The target of your subscription, department, cost center, or both.
   • Frequency: Frequency of your subscription, day, week, or month.
   • Report Date/Time Range: The date/range for the report/dashboard data.
   • Email recipient: Emails of your subscription recipients.
   • Creator: The admin's name and extension who created the subscription.
   • Active Status: Status of your subscription.
4. (Optional) To the far right of the name of your subscription, click the more options icon , then select the following:
   • Duplicate: If you desire to duplicate that subscription.
   • Delete: If you desire to delete that subscription.