How to set up the Contact Leaderboard – Tag in Range Report

The Contact Leaderboard – Tag in Range report combines the Contact Leaderboard, and Tag Leaderboard reports. This is used to display a list of contacts grouped by a selected field, and sort them based on a tag, or group of tags, applied.

Chart Tab

The only display type for this report is Leaderboard.

chart type drop down

Options Tab

Tag Settings

On the options tab, create a label for your tag(s). The label can be anything.

anything in the tag label box

Search for and add any tags you want to track.

new customer tag added

Tag Date Range

Select the date range you wish to track for the tag(s).

date range of 7 days

Field Sorting

Select the field that you want to sort by. This can be any contact and custom field.

lead source as sorting field


Choose how to determine the leaders (lowest amount with the tag or highest amount with the tag).

leader results determined

Select how many leaders (field values) to display, up to 50. Choose what to call them.

30 leaders selected labelled as best employees.

Criteria Builder Tab

For Ultimate control and customization, use the Criteria Builder to set additional rules and requirements for the report.

criteria builder settings

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