How to Configure the Grouped Tags Applied Report

This template displays the number of tags within a group that get applied to contacts during a sale period.

Display Tab

Chart Type

Select your chart type. If you want the data stacked, check the Stacked box.

Miscellaneous

By clicking the Show Total Number box, the total number of tags applied to the contact will be displayed in the top right hand corner of the chart.

Settings Tab

Tag Grouping

Now navigate to the Settings tab and create a new group by typing its name into the box and clicking the add icon.

From here add tags to the Groups you make by clicking on Add tag to this group and typing in the name of the tag. Then click Add. You can add multiple tags to multiple groups, and change the order of the groups by clicking and dragging them. If a group name is too long, you can click on the pencil icon and edit it.

Date Range

Now select your date range.

Filters Tab

For ultimate control and customization, use Filters to include additional rules and requirements to the report.

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