Customer Feedback Tool

Sdiddy407
Contributor

Feedback and Reporting w/Tags

SOLVE

I'd like to add the Tags and Associated Contact ID in reporting so that my team can easily categorize and open a contact record based on the type of tags that are on the feedback records.

 

Currently, this is not possible in standard or custom reports
- For single object reports because you cannot see the associated contact ID via feedback reports

- For custom reports because the tag record is listed numerically not in text form.

 

Screenshot 2023-11-01 at 3.36.43 PM.png

0 Upvotes
1 Accepted solution
Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Feedback and Reporting w/Tags

SOLVE

Hey @Sdiddy407 

have you tried selecting the association labels you want to see?

These 'd be the steps and the result...

Screenshot 2023-11-03 at 2.22.12 PM.pngScreenshot 2023-11-03 at 2.19.16 PM.pngScreenshot 2023-11-03 at 2.21.37 PM.png

If not, let me know more about what you are trying to see so we can help you better.

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

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2 Replies 2
Sdiddy407
Contributor

Feedback and Reporting w/Tags

SOLVE

Correction the tags are only available in custom reports as "enumeration" data, not titles or names.

Screenshot 2023-11-02 at 11.52.54 AM.png

Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Feedback and Reporting w/Tags

SOLVE

Hey @Sdiddy407 

have you tried selecting the association labels you want to see?

These 'd be the steps and the result...

Screenshot 2023-11-03 at 2.22.12 PM.pngScreenshot 2023-11-03 at 2.19.16 PM.pngScreenshot 2023-11-03 at 2.21.37 PM.png

If not, let me know more about what you are trying to see so we can help you better.

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.