Viewing Feature entitlement and membership reports

Zoom Phone Feature entitlement and membership reports allow account owners and admins to view phone users with access to certain features. You can see a summary of phone users or see a list of specific phone users with access to these features. Learn more about enabling or disabling features from the list of Zoom Phone policy settings.

Note: Feature entitlement and membership reports are separate from the Zoom Phone usage reports.

Requirements for viewing feature entitlement and membership reports

• Business or Education account
• Account owner or admin privileges
• Either a Zoom Workplace license with Phone included, or a standalone Zoom Phone calling plan
• Customer Engagement Pack add-on

How to manage the Feature entitlement and membership reports

Access Feature entitlement and membership reports

1. Sign in to the Zoom web portal.
2. In the top-right corner, click your profile picture or initials, then click Profile.
3. In the side menu, click Reports, then click Zoom Phone.
4. Click Feature entitlement and membership reports.

Filter Feature entitlement and membership reports

1. Access Feature entitlement and membership reports.
2. In the Details section, use the following options to filter data:
   
   • Search by Name or Ext.: Enter the phone user's name or extension.
   • Group drop-down menu: If you have multiple groups, select the group to view data from a specific group.
   • Site drop-down menu: If you have multiple sites, select the site to view data from a specific site.
   • Search by department / Search by cost center: If you have configured departments or cost centers, enter keywords to search by the assigned department or cost center.
3. (Optional) Click Export to export data currently viewable in the table to a CSV file.

Access the Subscription Center

1. Access Feature entitlement and membership reports.
2. In the top-right corner, click Subscription Center.
   You will be directed to the Subscription Center.

How to view available data

View the Key User Settings Percentages overview

Displays the percentage of total users in the account that have access to each feature.

1. Access Feature entitlement and membership reports.
2. In the Summary section, view the Key User Settings Percentages data.
3. To filter data, in the top-right corner, click the ellipsis to select more features to display, then click Confirm.

View feature entitlement and membership reports

1. Access Feature entitlement and membership reports.
2. (Optionlal) Filter the report.
3. View the following info:
   • Name: Profile display name and email of the phone user.
   • Ext: Extension number of the phone user.
   • Package: Displays the user's Zoom Phone packages and add-ons.
   • Department / Cost Center (only visible if you configured departments or cost centers): Associated department or cost center of the phone user.
   • Site (only visible if you have multiple sites): Associated site of the phone user.
   • Visible features:
     • Assistant for
     • Automatic Call Recording
     • Ad-hoc Call Recording
     • Call Overflow
     • Call summary with AIC
     • Call Transferring
     • Call Forwarding to External Numbers
     • Call Handling Ring Mode
     • Call Handling & Forwarding
     • Call Queues
     • Call Pick Groups
     • Delegation
     • Device Type
     • Elevate a call to a meeting
     • Hand Off to Room
     • International SMS
     • Mobile Switch to Carrier
     • Outbound Caller ID
     • Personal Voicemail & Videomail
     • Phone Numbers
     • SMS/MMS
     • Time Zone
     • Team SMS thread summary with AIC
     • User Status
     • VM Greeting in Business Hours
     • Voicemail tasks with AIC
     • Voicemail prioritization with AIC
4. In the top-right corner, click the gear icon to select more information to display, then click Confirm.