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Zoom AI Companion2024-12-02 08:19 AM - edited 2024-12-02 08:20 AM
I'd like a scheduled report for Zoom phone which includes usage as well as Charge. I see you can create scheduled reports in Account Management, Subscription Center however I cannot get it to include the Cost Center and Charge, how can In schedule a report that includes this info?
2024-12-02 11:52 PM
Hi There,
Below some steps can help you out:
Step 1: Access Account Management
- Log in to your Zoom account
- Click on "Account Management" (gear icon)
Step 2: Navigate to Subscription Center
- Click on "Subscription Center"
- Select "Reports"
Step 3: Create a New Report
- Click on "Create Report"
- Choose "Zoom Phone"
- Select the desired report frequency (e.g., daily, weekly, monthly)
Step 4: Customize Report Columns
- Click on "Columns"
- Add the following columns:
- "Cost Center"
- "Charge"
- Any other desired columns (e.g., "Usage", "Date")
Step 5: Save and Schedule Report
- Click "Save"
- Choose a report format (e.g., CSV, Excel)
- Set up email delivery or SFTP transfer (if desired)
Step 6: Verify Report
- Check your email or SFTP transfer for the report
- Ensure the report includes the desired columns (Cost Center, Charge, etc.)