Subscribing to Zoom Contact Center CX Analytics reports

Requirements for subscribing to Zoom Contact Center CX Analytics reports

• Account owner, admin, supervisor, or agent role; or relevant privilege
• Zoom Contact Center license

How to subscribe to Zoom Contact Center CX Analytics reports

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Analytics & Reports.
3. Click the Contact Center tab.
4. Click the Try CX Analytics banner.
   You will be redirected to the Reports page.
5. In the left navigation menu, click Subscription.
6. Click New subscription to create a new subscription, or click the display name to edit an existing subscription.
7. Enter the following information:
   • General Settings
     • Subscription name: Enter a subscription display name to help you identify the subscription.
     • Select the report to subscribe to: Select the desired report you want to receive from the dropdown list.
   • Filters
     • Set up filters for subscription data to limit subscriptions to specific queues or agents and so on.
   • Delivery settings
     • Time zone: Select the time zone that should be used for scheduling and time-based data in the reports.
     • Frequency: Select a frequency for the emails. This will determine the time period covered in the reports. For example, if you set the frequency to weekly, the email report will cover the last 7 days.
     • Send at: For weekly or monthly frequencies, select the specific day and time at which you want the reports to be sent.
     • Delivery format: Select the format in which the report will be delivered. Options include .csv or .xlsx.
     • Delivery method: The default method is email.
     • Email recipients (Up to 100): Enter the email addresses (separated by commas) of individuals who should receive the email notifications.
8. Click the checkbox to confirm, then click Add.

How to duplicate, run, or delete the CX Analytics subscription

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Analytics & Reports.
3. Click the Contact Center tab.
4. Click the Try CX Analytics banner.
   You will be redirected to the Reports page.
5. In the left navigation menu, click Subscription.
6. To the right of the subscription name, click the ellipsis icon and select one of the following options:
   • Duplicate: Create a copy of the subscription. This is useful if you want to create a similar subscription with minor changes (for example, different filters or recipients) without having to reconfigure all settings.
   • Run: Manually run the subscription to generate the report immediately. The report will be based on the current filters and settings applied to the subscription.
   • Delete: Permanently remove the subscription.