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  • 1.  Report creation

    Posted 02-27-2026 10:01
    No replies, thread closed.

    I am not seeing any creation or custom options.  I am wanting to list Users and the Roles assigned to (all) Users.  This is for the Security ISSO Team.

    From Support:

    1. Export Capabilities
    You can use Analytics Workspace to export user data
    Navigate to Menu > Analytics > Analytics Workspace
    ***Use the export functionality to create custom reports about users and their roles ???

    #Reporting/Analytics

    ------------------------------
    Tim Strong Bear
    Telecom Engineer
    ------------------------------


  • 2.  RE: Report creation
    Best Answer

    Posted 02-27-2026 10:12
    No replies, thread closed.

    Hi Tim

    Yes this is correct.  Please see steps below to get this information.

    1. Access the Agent Performance Workspace under analytics workspace.
    2. Click on the + icon on the right hand side of the screen to add a column and search for role.  Select role and click save

      3. Click on the export icon where you can then setup a schedule to export this either on a regular basis, or you can just run it once when required.

    There might be a limit on the number of user that you can run this on at a time, so depending on the number of users in the org, you might need to move the the next page should the limit exceed the allowed number of users per export.

    Hope this helps.

    Regards



    ------------------------------
    Stephan Taljaard
    EMBEDIT s.r.o
    ------------------------------



  • 3.  RE: Report creation

    Posted 02-27-2026 16:41
    No replies, thread closed.

    Thx so much Stephan!



    ------------------------------
    Tim Strong Bear
    Telecom Engineer
    ------------------------------

    Original Message


  • 4.  RE: Report creation

    Posted 02-27-2026 10:15
    No replies, thread closed.

    Article in Genesys resource center that should also help - https://help.genesys.cloud/articles/consolidated-view-of-available-columns-in-performance-views/

    Regards



    ------------------------------
    Stephan Taljaard
    EMBEDIT s.r.o
    ------------------------------



  • 5.  RE: Report creation

    Posted 03-04-2026 15:28
    No replies, thread closed.

    FYI - Role Export depreciated.  including PDF CSV

    I searched our Genesys Cloud Resource Center and found the following article, Genesys Cloud – Deprecation: Export Media Types and Role real-time columns data into .csv files,

    https://help.genesys.cloud/announcements/genesys-cloud/deprecation-ability-to-csv-export-media-types-and-role-real-time-columns/

     

    Based on this article from 2021, it is expected that the Role column would not be available in an export.



    ------------------------------
    Tim Strong Bear
    Telecom Engineer
    ------------------------------



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