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New feature: Tags added to reports

  • 1.  New feature: Tags added to reports

    Community MVP
    Posted 07-02-2021 11:44
    Just noticed tags have been added to reports.
    This is going to be very useful for me.
    I have one report that I tagged DAILY.
    I have others that I will tag as categories.

    I'm not an organized person, so this will help. :)
    #ReportingandInsights

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    Steven Schlossman
    Jack of all trades. Master of none.
    BMW Car Club of America
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  • 2.  RE: New feature: Tags added to reports

    Cvent Staff
    Posted 07-02-2021 14:45
    Hi Steven,

    Glad to hear you're excited about this enhancement! There were several awesome updates for reporting released recently - check them out in this week's Product Release Notes

    Let me know any questions!

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    Danni Czark
    Senior Associate, Online Community Marketing
    Cvent
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  • 3.  RE: New feature: Tags added to reports

    Community MVP
    Posted 07-02-2021 19:06
    I can't believe I missed it. :)

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    Steven Schlossman
    Jack of all trades. Master of none.
    BMW Car Club of America
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  • 4.  RE: New feature: Tags added to reports

    Posted 07-06-2021 11:25
    Hi Danielle

    Are the report tags at the user or account level - it mentioned that the tag spans products?  So if I create a tag for a report, is the tag only viewable to me?  I saw the report tags, but can't find any info on it.  Thanks

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    Heather Payne
    Director, Conference & Event Marketing
    RBC Dominion Securities, Inc.
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  • 5.  RE: New feature: Tags added to reports

    Cvent Staff
    Posted 07-06-2021 13:20
    Hi Heather,

    Great question! They are account level. Our content team is working on updated articles for recent enhancements, so we should have some resources to share soon. In the meantime, feel free to share any questions here in the Community or with your account team/Customer Support.

    Best,

    Danni

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    Danni Czark
    Senior Associate, Online Community Marketing
    Cvent
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  • 6.  RE: New feature: Tags added to reports

    Community MVP
    Posted 07-16-2021 10:05
    I think this is a great feature. Here at ISG, our team has found a few bugs with this and maybe it is intentional, but definitely worth mentioning here. If you create a report template and add a report tag, the tag doesn't come over when you create a new report using that template. This means you will have to reassign the report tag once you have saved the new report. Additionally, we have not found a way to remove the question tag once it is applied. Finally, the question tags do not show up in the access portals with the report. 

    Great start to this new feature, just seems like the feature is completely bug free. :-(

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    Lindsay Buchanan
    Meetings Management Consultant
    Intent Strategy Group (A Division of M&IW)
    M +1 262.488.4537
    lbuchanan@meetings-incentives.com
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