Crowdsourcing Ideas for New "Add Custom Tags to Report List" Feature

Smart CRM & Sales Hub Dashboards & Reporting
1

I’m very excited about the new “Add Custom Tags to Reports List” feature that is now in public beta.

Product Update:

Knowledgebase Article:

This has been a big pain point for me that there hasn’t been a robust way to organize the hundreds (thousands?) of reports in our account.

I have a few ideas on tags we will use:

  • Status: draft, in review, approved
  • Audience/Purpose: All Company, Sales, Marketing, Operations, Leadership, etc.
  • Intent: one-off vs established report used by many teams

I would love to hear your ideas for some additional inspiration. What are some tags that you plan to roll out with this update?

2

Off the top of my head, I would add a tag that helps me find reports that are being emailed recurringly to stakeholders! I’d also add something related to reporting period, especially if I had reports from Q1/Q2 that I wanted to gain quick acces back to.

3

different departments and which ones they are for