Reporting Permissions
You must have appropriate permissions to see the navigation for the Roles & Permissions feature. These permissions apply only to ACD reports; if your organization isn't configured to use the CXone ACD, you won't see these permissions.
For more information, see Roles.
General BI Permissions
These permissions control general user access to the advanced business intelligence reports in Reporting. In addition, you must enable specific report permissions for each separate report.
Product/Feature |
Available Permissions |
Notes |
---|---|---|
Report Viewer | On, Off |
This general permission must be enabled to view any of the BI reports. |
Report Usage Notification | On, Off | You are allowed to have 10% of users in your system access BI reports at no additional charge. Enable this permission to have a notification sent to administrators when 9% has been reached and again when 10% has been surpassed. |
BI Reports
These permissions control user access to the different business intelligence reports in Reporting. There is a separate permission for each report.
Legacy ACD Dashboards Widgets
These permissions control user access to ACD dashboards widgets and general ACD dashboard visibility. ACD dashboards are found in CXone at Reporting > Dashboards, which are different from the Dashboards application.
Product/Feature |
Available Permissions |
Notes |
---|---|---|
Agent Count By State | On, Off |
|
Agent Counter | On, Off |
|
Agent List | View, Zoom |
Provides access to the Agent List widget, and if the users with this role can use the zoom functionality. |
Contact List | On, Off |
|
Contact States By Skill | On, Off |
|
Queue Counter | On, Off |
|
Queue Trend | On, Off | |
Service Level | On, Off |
|
Skill Summary | On, Off |
|
Callbacks | On, Off |
|
Outbound Agent Performance | On, Off |
|
Agent Performance | On, Off |
|
Agent Performance By Hour | On, Off |
|
Other State Statistics | On, Off |
|
Unavailable Statistics | On, Off |
|
Dashboard Console View | View, Administrator | Enables users to view the dashboard in console view and to delete a dashboard. |
Prebuilt Reports
Permissions in this section control user access to the prebuilt reports that are part of the CXone ACD application.
Custom Reports
Product/Feature |
Available Permissions |
Notes |
---|---|---|
Custom Reports |
Edit Create Delete Administrator |
The Administrator permission allows a user to see all public and private reports available on the tenant, and also allows users to manage global custom report templates. |
Categories |
View, Edit, Create |
|
Headers | View, Edit, Create, Deactivate | |
Schedules | View, Edit, Create, Deactivate, Administrator | The Administrator permission includes the four individual permissions: View, Edit, Create, and Deactivate. |
SFTP Accounts | View, Edit, Create, Deactivate |
Data Download
Product/Feature |
Available Permissions |
---|---|
Data Download | On, Off |
Report Schedules |
Edit |
Schedules Report | On, Off |
Workforce Intelligence
Product/Feature |
Available Permissions |
---|---|
Rule Action History | On, Off |
Rule Summary Report | On, Off |
Outbound
Product/Feature |
Available Permissions |
---|---|
Abandon Rate Compliance | On, Off |
Dialer Dispositions | On, Off |
Outbound Report Store |
Agent View Supervisor View |