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.

Search for the Grouped Tags Applied Template

To begin, click the + icon on the Dashboard and type Grouped Tags into the search bar. Then select the Grouped Tags Applied template.

in the search box type grouped tags. grouped tags applied is highlighted

Chart Tab

Display Type

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

select the display type of the report


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.

click show total number to display the total number in the top right of the report

Options Tab

Tag Grouping

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

search for tags and click add. then you can add a tag to that group below

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.

search for the name of the tag and click add

Date Range

Now select your date range.

select the date range and display interval from the drop down menus

Criteria Builder Tab

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

use the criteria builder to filter the report

Once you have your everything set, click Save Preferences on This Widget.

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