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

HKotara
Participante

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?

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2 Soluciones aceptadas
frameofwork
Solución
Participante

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. 

 

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SamCBarth_LAIRE
Solución
Colaborador | Partner nivel Diamond
Colaborador | Partner nivel Diamond

different departments and which ones they are for

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2 Respuestas 2
SamCBarth_LAIRE
Solución
Colaborador | Partner nivel Diamond
Colaborador | Partner nivel Diamond

different departments and which ones they are for

0 Me gusta
frameofwork
Solución
Participante

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.