Ability to pull reports based on Customer Tags | Voters

Ability to pull reports based on Customer Tags

Bruce Liu

I have created various Customer Tags to track who we are loosing business to such as (Bought - XXXX [store name], PC - Can not agree on numbers, NIM - Decided to wait, etc... but unable to create or pull reports (aside from Mining tool). I am unable to create a report (count of how many we loose to each tag for the month). I am using Customer Tag as I am unable to change the deactivation reasons.

Shelby Parker

Thanks for posting this, Bruce Liu — really appreciate the detailed context. Totally hear you on wanting a monthly breakdown (counts per Customer Tag) to track where business is being lost, especially since you can’t adjust the deactivation reasons. I’m sharing this with the team for review and we’ll take a look at what reporting options we can support here; if we need any additional details on your exact workflow or the tags you’re using, I’ll follow up.