Contact Tags Report

Overview

Updated 08/09/2022

• Click here to go to the Sales Category (list of Standard Reports)

Click on the links below for more information: List of Standard Reports Terms and Filters (Standard Reports)   List of BOLD Analyze Reports List of INSIGHTS Dashboards List of Business Intelligence (BI) Reports

CHAPTERS Legend Locating the Report Logic Filter Options Field Details

Legend

Locating the Report

1. Click on Analyze Tab
   The Reports Sub Tab will automatically be selected
2. In the Search Reports field, type CONTACT TAGS
3. Click on the Contact Tags Report

Logic

Provides company contact details including all tags associated with the contacts.

• Click here to go to the Sales Category (list of Standard Reports)

Filter Options

	Filter Name	Options	Explanation
	Company	All available Companys	Use this filter to refine Company
	Status	All available Company Statuses	Use this filter to refine Company's status
	Contact Representative	All available Users	Use this filter to refine Hiring Manager's Representative
	City	Freetext to enter the city	Use this filter to refine Company's City
	State	All available States	Use this filter to refine Company's State

Field Details

• Click here to go to the Sales Category (list of Standard Reports)

Field Name	Description	Notes
Contact Name	Hiring Manager's Name
Contact ID	Hiring Manager's ID
Contact Title	Hiring Manager's Title
Contact Representative	Hiring Manager's Representative Name If multiple, then separated by comma
Contact Email	Hiring Manager's Email If Hiring Manager's Email is blank pulls Hiring Manager's Email 2
Contact Phone	Hiring Manager's Phone If Hiring Manager's Phone 2 is blank pulls Hiring Manager's Phone
Contact City	Hiring Manager's City
Contact State	Hiring Manage's State
Contact Province	Hiring Manage's Province
Contact Zip	Hiring Manage's ZipCode
Company Name	Hiring Manager's Company Name
Company ID	Hiring Manager's Company ID
Company Branch	Hiring Manager's Company Office Name
Company Status	Hiring Manager's Company Status
Company Address 1	Hiring Manager's Company Address 1
Company Address 2	Hiring Manager's Company Address 2
Company City	Hiring Manager's Company City
Company State	Hiring Manager's Company State
Company Province	Hiring Manager's Company Province
Company Zip	Hiring Manager's Company ZipCode
Contact Address 1	Hiring Manager's Address 1
Contact Address 2	Hiring Manager's Address 2
List of Hiring Manager's Tag description (Dynamic Column)	Count for each Hiring Manager Tag