What is a reporting tag?

What is a reporting tag?

Reporting tags are labels with different values, which can be associated with entities such as customers, vendors, items, orders, invoices, and credits in Zoho Inventory. These tags can then be used to filter reports, giving you a categorized insight into your business.

How do you use report tags?

Go to Settings > Reporting Tags. Hover on a particular tag to Edit, Mark as Inactive or Delete it….Create Reporting Tags

1. Enter a Tag Name and provide the Options.
2. Add more options by clicking + Add Another Option or delete an option by clicking the Trash Icon.
3. Click Save.

What is a reporting tag in Zoho?

A reporting tag is a label with different values that can be associated with customers and products in Zoho Subscriptions. For example, you could create a reporting tag for your store locations and associate it with your customers–this lets you generate reports based on your customers’ attributes.

How do I report a tag in zendesk explore?

In the Rows panel, add the attribute Ticket group. In the Filters panel, add the attribute Ticket tags. Then, click this attribute to open the filter menu. Select the tags you want to show in the report, in this case checked_by_manager, close, and csat.

How do I pull a report in Zendesk?

Accessing the Reporting Overview tab

1. Click the Reporting icon ( ) in the sidebar. The Reporting Overview opens by default.
2. Select a Reporting period at the top. You can select a predefined period or select Custom to set a specific range up to three months.
3. Analyze the data that appears in the Overview tab.

How do zendesk tags work?

Tags are words, or combinations of words, you can use to add more context to tickets and topics. You can apply tags to tickets, users, and organizations. For example, you might want to tag all requests that are actually sales inquiries with a tag like ‘sales’ or ‘about_sales’.

Can you delete tags from Zendesk?

To delete a tag from all open tickets Click the Admin icon ( ) in the sidebar, then select Tags. Click the tag that you want to delete. At the bottom of the tag activity detail screen, click Remove tag [tag name] from all topics and open tickets. Click OK to confirm that you want to proceed.

How do I customize a report in Zendesk?

Creating a new custom report

1. Click the Reporting icon ( ) in the sidebar, then click the Insights tab.
2. Click GoodData in the upper-right corner.
3. Select Report in the toolbar.
4. Click Create Report. You will automatically be redirected to the Report Editor.

What is the use of Zendesk?

Zendesk is a cloud-based help desk management solution offering customizable tools to build customer service portal, knowledge base and online communities. The solution offers a customizable front-end portal, live chat features and integration with applications like Salesforce and Google Analytics.

Can you delete tags in Zendesk?

How do you tag someone in Zendesk?

You can @mention any user who has a help center account and has posted or commented in the help center in the past. If a user has an account but hasn’t posted or left a comment, they cannot be @mentioned. How do I @mention a user? To @mention a user, type the “@” symbol and begin typing their name or alias.