Viewing the Billable hours usage report

Account owners and admins can access detailed billable hour reports for both Zoom Meetings and Zoom Phone from a centralized report. This feature provides a clear breakdown of usage by user, date, and service type, making it easier to track billable hours across the organization. The reports help support accurate client code reporting, billing details, and processes. Admins can filter and export the data as needed.

Learn more about tracking billable hours for phone calls and Zoom Meetings.

Requirements for viewing the Billable hours usage report

• Account owner or admin
• Zoom Phone license
• Licensed user with an eligible paid plan
• Track Billable Hours feature enabled for the account

How to view the Billable hours usage report

Meetings

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 Reports.
3. Click the Usage Reports tab.
4. Click Billable hours.
5. Click the Meetings tab.
6. (Optional) At the top of the page, filter the charge log report in the following ways:
   
   • Specify the time period at the top of the page and ensure that the period matches your billing cycle.
   • In the search bar, enter a client code.
7. (Optional) In the top-right corner, click Export as CSV file to export data as a CSV file.
8. View the following data:
   • Client code: Displays the client code.
   • From: Displays who started the meeting.
   • To: Displays who the meeting was sent to and the contact's name.
   • Time: Displays the date and time of the meeting.
   • Duration: Displays the total duration of the meeting.
   • Billable hours: Displays the billable hours.
   • Billing notes: Displays the notes about the billable details.

Phone

Admins can view consolidated client code reports that include data from both traditional entry methods and billable hours. The reports display essential information such as start time, client code, and billable duration. Users can edit client codes through their personal Zoom Phone History or within billable hours. Account owners and admins can access comprehensive client code reports with new billable hours data. The reports include detailed fields such as timestamp, client code, entry method (DTMF, call history, or billable hours), and call duration. For billable hours entries, the duration reflects the manually set start and end times, while traditional entries show the total call duration. If a client code is modified, the system maintains the latest entry across all reports. The admin client code reporting provides a complete view of users' client code history regardless of the entry method.

Learn more about Zoom Phone call history logs (Classic View) and assigning client codes to phone calls.

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 Reports.
3. Click the Usage Reports tab.
4. Click Billable hours.
5. Click the Phone tab.
6. (Optional) At the top of the page, filter the charge log report in the following ways:
   
   • Specify the time period at the top of the page and ensure that the period matches your billing cycle.
   • In the search bar, enter a client code.
7. (Optional) In the top-right corner, click Export as CSV file to export data as a CSV file.
8. View the following data:
   • Client code: Displays the client code.
   • Direction: Displays if the call direction was Inbound or Outbound.
   • From: Displays who the call was from, their extension, and phone number.
   • To: Displays who the call was sent to, phone number, and location.
   • Time: Displays the date and time of the phone call.
   • Duration: Displays the total duration of the call.
     Note: If the call is through DTMF and user call history, the duration is the total duration of the call. If the call is through billable hours, the duration is the start and manual end time for the call.
   • Billable hours: Displays the billable hours.
   • Method: Displays the ways of adding the client code (DTMF, user call history, or billable hours).
   • Site: Displays the site.
   • Billing notes: Displays the notes about the billable details.