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 Personas report

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Apptio Community Member's profile image
Apptio Community Member posted Wed June 22, 2022 11:01 AM
Is there a way to view a report of Users by Persona? We're looking to get User Training on the books in the Fall and thought to group them by persona, if possible.
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Rene Norskov's profile image
Rene Norskov posted Thu June 23, 2022 06:14 PM  Best Answer

@Guillermo Cuadrado  The CSV bulk facility cannot currently be used to edit users' persona.   Please create a Request for Enhancement or contact your regular Apptio contact person to have this feature considered.

The product manager informs me that ​Apptio is planning to add a modal that will appear in app for users who have not filled this information out - as shown below.  It looks to be rolled out in August.


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Rene Norskov's profile image
Rene Norskov posted Wed June 22, 2022 05:13 PM
Hi Heather

From Frontdoor you can export users to a CSV file.  This file will include the Persona.

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Guillermo Cuadrado's profile image
Guillermo Cuadrado posted Thu June 23, 2022 03:34 AM
On a related topic, @Rene Norskov. Can I assign all our users to personas a posteriori? We have some 500, and changing them one by one would be unmanageable...
Can we load an enriched version of the CSV files with the personal field properly filled? We have the data in the Usage project. Even in blocks of 100 users, this would ease matters quite a lot.
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Guillermo Cuadrado's profile image
Guillermo Cuadrado posted Fri June 24, 2022 02:39 AM
@Rene Norskov: is that just for CLDY?​
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Rene Norskov's profile image
Rene Norskov posted Fri June 24, 2022 04:25 PM
​@Guillermo Cuadrado It goes for all products
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