Using Wallboard Management for Zoom Phone

The management of Zoom Phone wallboards offers a completely customizable set of analytical reports and dashboards. Users have the flexibility to choose the sources and metrics they wish to showcase, adjust the placement of each widget, and set thresholds. This functionality proves valuable for clients seeking to analyze and oversee Zoom Phone data, allowing them to craft tailored visualizations for informed business decision-making. Subsequently, these dashboards can be shared on digital signage and displayed on large screens.

Requirements for using Wallboard Management for Zoom Phone

• Business or Enterprise account
• Account owner or admin privileges
• Zoom Room admin privileges to share with digital signage
• Zoom Phone licenses in the account
• Zoom Phone Power Pack add-on for Power Pack analytics reports

How to create a Wallboard

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management, then click Wallboard Management.
3. Click the Phone tab.
4. Click Add Wallboard.
5. In the dialog window, do the following for those items:
   • Wallboard Name: Enter the wallboard name.
   • Source: Select the source reports for the wallboard’s widgets from the following options:
     • Call Queue Analytics / Real-time
     • User Performance Reports
     • Quality of Service
   • Click Add.
     Your wallboard will appear on the Wallboard page.

How to view the list of your Wallboard

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management, then click Wallboard Management.
3. Click the Phone tab.
4. Identify the following:
   • Name: The name of the wallboard.
   • Digital Signage: Marked as shared when the wallboard is shared with Digital Signage.
   • Source: The report source of the wallboard.
   • Last modified: Date and time the wallboard was last updated.
   • Creator: Name of the user that created the wallboard.
5. (Optional) Click the ellipsis , and click the following:
   • Duplicate: Duplicate the Wallboard.
   • Shared content with Digital Signage: View your shared digital signage per location or room.
   • Unshare: Unshare the content of your wallboard to the digital signage.
   • Delete: Delete the Wallboard.

How to access the content of your Wallboard

After accessing your Wallboard, you can add up to 6 widgets on the wall for your view.

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management, then click Wallboard Management.
3. Click the Phone tab.
4. Click the name of the Wallboard you want to access.
   A new page will open.
5. On the right of the page, click Edit.
6. From the Widget window, select the sources:
   • Call Queue Analytics / Real-time
   • Quality of Service
   • User Performance Reports
     • If Quality of Service was selected, click one of the following tabs:
       • Overall: Access the overall Quality of Service (QoS) data items.
       • Calls: Access the call quality data items.
       • Extensions: Access the call quality of an extension data item.
7. (Optional) On the top-right corner of the Widget window, click the X to close it, then on the top-right corner of the page, click the Widget icon  to re-open it.
8. Drag and drop any widget on the wall, then do the following:
   • On the top left of a widget, click and drag the six-dots icon to move the widget to a different location on the wall.
   • On the top right of a widget, click the more icon , then click:
     • Settings: Access more Legends, Basic and Filters options.
     • Delete: Delete the widget.
9. On the top right of the page, click one of the following as desired:
   • Font bar: Change the font size.
   • Preview : Preview your wall. Click ESC from your keyboard to exit the preview.
   • Save View: Save your wall.
   • Cancel: Cancel any changes you just made to your view, then exit the wallboard view.
   • : Delete the wallboard.
10. On the top-left corner of the page, click one of the following as desired:
    • Rename: Change the name of your wallboard.
    • Share content with Digital Signage: Search the location or Zoom Rooms to find your digital signage then share the wallboard with.
    • Global Filters: Filter your search by time frame, time zone, site, department, or cost center.