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

HKotara
Teilnehmer/-in

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

 

Product Update: 

https://app.hubspot.com/product-updates/20952155/all?puQuery=custom%2520tags&rollout=216901

 

Knowledgebase Article:
https://knowledge.hubspot.com/reports/manage-reports-in-your-reports-list


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?

0 Upvotes
2 Akzeptierte Lösungen
frameofwork
Lösung
Teilnehmer/-in

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. 

 

Lösung in ursprünglichem Beitrag anzeigen

SamCBarth_LAIRE
Lösung
Mitwirkender/Mitwirkende | Diamond Partner
Mitwirkender/Mitwirkende | Diamond Partner

different departments and which ones they are for

Lösung in ursprünglichem Beitrag anzeigen

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2 Antworten 2
SamCBarth_LAIRE
Lösung
Mitwirkender/Mitwirkende | Diamond Partner
Mitwirkender/Mitwirkende | Diamond Partner

different departments and which ones they are for

0 Upvotes
frameofwork
Lösung
Teilnehmer/-in

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.