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BETA: Analytics Workspace Custom Calculations

  • 1.  BETA: Analytics Workspace Custom Calculations

    Posted 07-28-2025 12:15
    Edited by Ryan Legner 07-29-2025 09:44

    Now Open: Beta Registration for Custom Calculations in Analytics 

    We’re excited to announce that Custom Calculations within the Analytics Workspace is now available for open beta enrollment! This new feature empowers you to define, customize, and share your own calculated metrics directly within the interface.Shape 

    🔍 What’s Included 

    With Custom Calculations, you can: 

    • Create new custom metric columns using basic arithmetic logic. 

    • Build and validate formulas using raw metric data. 

    • Share calculations across users and teams. 

    • Administratively manage formulas with full control and visibility. 

    This beta is ideal for organizations that: 

    • Use Analytics Workspace regularly in day-to-day operations. 

    • Have capacity to test the feature and provide feedback over the next few weeks. 

    • Have specific reporting scenarios or KPIs they’d like to test. 

    Shape 

    📝 How to Enroll 

    To join the beta, please complete the registration form here: 
    👉 Beta Enrollment Form 

    By enrolling, you acknowledge Genesys’ beta participation agreement. Please note: 

    • This open beta is limited to 50 organizations globally.  The is no limit to how many users can use the feature once it’s enabled within your org. 

    • Production use of beta UI features is not recommended - please test within non-production or test orgs. 

    Shape 

    📘 Documentation & Resources 

    Want to get a head start? 

    • We would especially love to hear what formulas you’re coming up with! 

    Shape 

    🖼️ Custom Calculations UI Preview 

    Here's a sneak peek at the experience you can expect with the new Custom Calculations feature. 

    Create a formula: 

    A screenshot of a computer

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    Share with users: 

    A white object with a long line

AI-generated content may be incorrect., Picture 

    Add column to a performance report: 

    A screenshot of a data

AI-generated content may be incorrect., Picture 

    Administrator Interface 

    A screenshot of a computer

AI-generated content may be incorrect., Picture 

    Shape 

    📅 What’s Next? 

    Once enrolled and approved, you’ll receive further instructions on how to access and start using the feature. We’ll be collecting feedback during the beta period to refine and improve the experience before general availabilityYou may contact the Custom Calculations Beta Team at  d622c4ae.genesyslab.onmicrosoft.com@amer.teams.ms for further questions. 

     

     


    #BetaAnnouncement

    ------------------------------
    Principal Product Manager
    Genesys - Employees
    ------------------------------



  • 2.  RE: BETA: Analytics Workspace Custom Calculations

    Posted 07-30-2025 19:48

    Hi Ryan,

    Did that Administrator interface make it into the beta because I can't find that anywhere. Below is some of my feedback so far:

    • Ability to add a description to the custom calculation. This will allow users to have a better understanding of what the purpose of the calculation is.
    • Ability to view the formula being used. Currently you have to have manage permissions to be able to see what calculations are being used for others' custom metric. If a metric is shared with me it would be good to either be able to have a read-only view of the edit options or be able to hover over the custom column to see the calculation or description.
    • Ability to change format type. For example when doing a division calculation you may want to have the calculation presented as a percentage but show as a numeric decimal.


    ------------------------------
    Michael Ball
    Workforce Planner
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  • 3.  RE: BETA: Analytics Workspace Custom Calculations

    Posted 07-31-2025 01:26

    Hi Ryan,

    I can see from the documentation that it's currently proposed to be basic arithmetic - however one of the formulas I'd like to be able to create one day would be some conditional statements (namely If and Contains) that can use other variables for filtering/conditions (namely Media Type, Queue Name).

    Just as an example of what we currently do in PowerBI - if media type is 'email' or 'message', then only add Talk and ACW to create a custom 'Agent Actual AHT' that excludes the hold time. 

    Reason for this custom calculation - when an email or message is not in focus (i.e. handling a voice call or another interaction) - it is automatically put on hold and the the agent has no control over this. Therefore, the out of the box AHT isn't representative of the Actual Agent Average Handle Time that is in directly in control of the agent)


    Cheers,
    Jeff



    ------------------------------
    Jeff
    ------------------------------



  • 4.  RE: BETA: Analytics Workspace Custom Calculations

    Posted 08-04-2025 11:43

    Hello all!  Everything has been going well so far.  We're on track to release to GA in September.  A couple updates I wanted to send to everybody:

    1. Accessing the Admin Area
    To manage custom formulas at the org level:

    • Navigate to the Admin section in Genesys Cloud.

    • Scroll to or search for the Analytics category.

    • You'll find a Custom Calculations tab there.
      This is where admins can centrally manage, edit, and share formulas across your organization.


    2. Conditional Logic Coming Soon
    We're planning an enhancement that will let users add conditions to their calculations (e.g., "only include calls over X seconds"). You can track and vote on this idea here:
    🔗 DARAR-I-2513: Conditional logic in custom calculations


    3. Formatting Options Idea
    Another improvement we're expecting to roadmap: the ability to specify the output format of a calculated value (e.g., time, percentage, decimal).
    🔗 DARAR-I-2525: User-defined formatting for custom calculation results

    Add your vote!


    4. Enrollment Update – 10 Spots Left
    We've had a great response so far - 40 organizations have already registered, and we still have 10 open spots. If you haven't enrolled yet and would like to participate, now's a good time to sign up.


    5. UI Update for Formula Editor
    We're making a tweak to the formula editor interface:
    You'll now be prompted to name your calculation first, followed by the formula input. This should help better organize and distinguish metrics right from creation.



    ------------------------------
    Principal Product Manager
    Genesys - Employees
    ------------------------------



  • 5.  RE: BETA: Analytics Workspace Custom Calculations

    Posted 08-04-2025 20:04

    Here is a couple:

    1. Add a checkbox to add to conversation details
    2. Add to Interactions and Content Tabs


    ------------------------------
    Robert Wakefield-Carl
    ttec Digital
    Sr. Director - Innovation Architects
    Robert.WC@ttecdigital.com
    https://www.ttecDigital.com
    https://RobertWC.Blogspot.com
    ------------------------------



  • 6.  RE: BETA: Analytics Workspace Custom Calculations

    Posted 08-07-2025 10:02

    Hello all!  We've reached the max amount of beta participants for this program, the enrollment form has stopped accepting new applicants.  We are currently on track to release this feature to GA in early September.



    ------------------------------
    Principal Product Manager
    Genesys - Employees
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  • 7.  RE: BETA: Analytics Workspace Custom Calculations

    Posted 08-07-2025 10:11
      |   view attached

    hi, 

    I have tested the functionality and I have a comment regarding the calculations. I am trying to create a percentage indicator by dividing one duration by another. For example ( Total Interacting / Total On Queue ) * 100,  but the result in the table is displayed in seconds rather than as a percentage.



    ------------------------------
    Régis Boucry
    ENGINEERING MANAGER
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  • 8.  RE: BETA: Analytics Workspace Custom Calculations

    Posted 08-07-2025 11:15

    Thanks for pointing this out Regis.  I confirmed this is a bug and we'll get this fixed.  The initial release for custom columns should leave the custom columns unformatted.  We're going to add the ability for users to specify the format and rounding rules when we roadmap https://genesyscloud.ideas.aha.io/ideas/DARAR-I-2525 

    We have a bug ticket filed.  We'll get that change in and deployed before GA.



    ------------------------------
    Principal Product Manager
    Genesys - Employees
    ------------------------------



  • 9.  RE: BETA: Analytics Workspace Custom Calculations

    Posted 08-11-2025 18:38

    Hi Ryan,

    When you Export a report if you select 'Include all columns' it only includes the default columns. Currently if you want to see all, including your custom calculations you have to untick that box then manually add every column into the view before exporting. 

    Will custom calculations be included in that checkbox in the future?



    ------------------------------
    Michael Ball
    Workforce Planner
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  • 10.  RE: BETA: Analytics Workspace Custom Calculations

    Posted 08-12-2025 13:11

    Custom calculations will not be included when selecting the "Include all columns" checkbox. That option is specifically intended to export all native columns.

    For the general release, we'll be updating the label and description of that checkbox to clarify that it only applies to native fields, so it's more transparent to users.

    To include custom calculations in your export, you'll still need to manually add them to the view before exporting.



    ------------------------------
    Principal Product Manager
    Genesys - Employees
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  • 11.  RE: BETA: Analytics Workspace Custom Calculations

    Posted 08-12-2025 13:25

    We really need to have an option to export all default columns plus any custom calculations columns at the end of the export file. Data ingestion processes will need this feature and manually selecting all columns is time consuming and using the export all columns keeps all the columns in the same default order. Also, trying to display all columns on any screen really doesn't work visually. A toggle to allow for horizontal scrolling and allowing the column names to display in full would be helpful as well. 



    ------------------------------
    James Starling
    Member Service Center Quality Assurance Manager
    Global Federal Credit Union
    j.starling@globalcu.org
    Anchorage, AK
    United States
    ------------------------------



  • 12.  RE: BETA: Analytics Workspace Custom Calculations

    Posted 08-14-2025 10:42

    We discussed this internally to consider adding the "Include all..." checkbox to automatically export all visible custom columns as well.  Given we're two weeks out from our final release review to get this released, the scope of adding this to the current feature would delay us too significantly.  I want ahead and made an idea to track this request.  https://genesyscloud.ideas.aha.io/ideas/DARAR-I-2537  I have it added to my own list of future enhancements I'll want to roadmap next year for this area of the product.



    ------------------------------
    Principal Product Manager
    Genesys - Employees
    ------------------------------



  • 13.  RE: BETA: Analytics Workspace Custom Calculations

    Posted 08-12-2025 17:01

    Hy Ryan, 

    I think that it would be great to have the option of setting an alert rule based on Custom Calculations. I tried to do it but Custom Calculations do not appear as a metric at the moment of setting the alert rule.

    Regards



    ------------------------------
    Fabian Teves
    Ingeneria de Comunicaciones
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  • 14.  RE: BETA: Analytics Workspace Custom Calculations

    Posted 08-14-2025 10:43

    It's a good idea!  Feel free to submit something on the idea portal and we can prioritize it.



    ------------------------------
    Principal Product Manager
    Genesys - Employees
    ------------------------------



  • 15.  RE: BETA: Analytics Workspace Custom Calculations

    Posted 08-13-2025 04:44

    Hi, @Ryan Legner

    Was on holiday and missed the beta window, but will follow this thread for some insights :) Thank you for arranging this! 

    I have a question - will it be possible to create custom calculations for evaluation and statuses metrics? or is it only applicable to Interactions view, Queue Performance and Agent Performance?

    Thank you!



    ------------------------------
    Ekaterina (Kate) Kononova
    Product Development | Data, Analytics & Quality Management
    Sweden
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  • 16.  RE: BETA: Analytics Workspace Custom Calculations

    Posted 08-14-2025 10:50

    I have a full list of supported views listed here: https://help.mypurecloud.com/articles/custom-column-supported-views

    Status performance pages are included.  Evaluation views didn't make the cut of this release because the APIs that view uses is undergoing a migration and we need that work to be complete before custom calculations can be available.  Interactions view wasn't included in the original scope mostly because these aren't true "metric" views.  That can be worth getting an ideas page logged with some use cases so we can see the primary benefits of adding custom columns to those view types.



    ------------------------------
    Principal Product Manager
    Genesys - Employees
    ------------------------------



  • 17.  RE: BETA: Analytics Workspace Custom Calculations

    Posted 08-15-2025 02:08
    Hi Ryan, 
     
    I'm trying to create a CX metric by combining the ASA and Avg Agent Response on our Message Queues Performance dashboard to create a True Response Time (Time from the customer's message to the agents reply). However, the new Digital Metric - Avg Agent Response is not available in the drop down list. 
    Are these metrics not included?


    ------------------------------
    Best regards,
    [Larni] [Bharatan]
    [Digital Programme Management Specialist]
    ------------------------------



  • 18.  RE: BETA: Analytics Workspace Custom Calculations

    Posted 08-19-2025 15:42

    Thanks Larni.  We'll have to get this added in a future release.  Native custom columns do have to specifically be made available in our code.  At the time the digital metrics were added to the views, the custom columns available for this release was already set.  We'll be updating our processes to make sure any new columns we add will also be added as custom columns where applicable, we already do this for exports.



    ------------------------------
    Principal Product Manager
    Genesys - Employees
    ------------------------------



  • 19.  RE: BETA: Analytics Workspace Custom Calculations

    Posted 08-19-2025 13:53

    Several specific custom calculations we have found useful for WFM purposes are calculating the average offered workload (offered count average handle time) in hours and the difference between the total handle time of the interval compared to the offered workload to show the difference in hours of work presented in the interval but that was not addressed. Also, similar calculations using the abandon count * AHT for workload that may show up later in another interval that day or week. Having custom calculations available for use in all the normal locations that existing metrics are available (alerts, dashboards, etc.) would be ideal. 



    ------------------------------
    James Starling
    Member Service Center Quality Assurance Manager
    Global Federal Credit Union
    j.starling@globalcu.org
    Anchorage, AK
    United States
    ------------------------------



  • 20.  RE: BETA: Analytics Workspace Custom Calculations

    Posted 09-08-2025 06:30

    Hi Ryan,

    Is there any possibility of adding the Customer Calculations to questions within the Agent Evaluations Screen?

    As an organisation we are trying to standardise the questions within our evaluation forms, which will include an "Overall Outcome of the Interaction". It would be beneficial for our people leaders to be able to see their agents scores as a % based on this question within their evaluations. 

    Our scoring structure would not be based on the scores of each individual question within the form, but passed on a scale of either Pass, Pass with Commentary or Fail with a agents performance being calculated by the percentage of Pass plus Pass with Commentary divided by the number of evaluations completed.



    ------------------------------
    Daniel White
    ------------------------------



  • 21.  RE: BETA: Analytics Workspace Custom Calculations

    Posted 09-09-2025 15:23

    Hello Daniel!  I certainly agree that it has value to bring into the feature.  The agent evaluation data pulls into the view differently than the other data sets we're supporting with custom calcs.   There's some tech debt on our part to be able to enable it as an available column, so it didn't end up making the cut for our first release.  Feel free to log an idea to help us gauge some priority in adding it in.



    ------------------------------
    Principal Product Manager
    Genesys - Employees
    ------------------------------



  • 22.  RE: BETA: Analytics Workspace Custom Calculations

    Posted 09-11-2025 02:31

    Thanks Ryan, I've raised an idea as suggested.

    Calculated Columns Based on QM Questions | Genesys Cloud Ideas Portal



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    Daniel White
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  • 23.  RE: BETA: Analytics Workspace Custom Calculations

    Posted 09-11-2025 11:36

    We're officially approved to release this feature next week!  All customers will have access to this feature by the end of the week. 

    For all current beta participants, you won't notice any change as this activates within all regions.  At no point should you lose access to this feature.



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    Principal Product Manager
    Genesys - Employees
    ------------------------------



  • 24.  RE: BETA: Analytics Workspace Custom Calculations

    Posted 09-15-2025 11:06

    I have a question.  I can add a custom metric to views like "Agent Status", but it doesn't look like I can add custom metrics to the personalized views like "My Status".  Since our agents can only see their own personalized reports, shouldn't they also be able to see a custom calculation that their supervisor might be using on the "Agent Status" report?  If it is there and I am just missing it, please let me know.  Thank you.  



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    Patrick Jones
    NA
    ------------------------------