Tags in reporting


#1

Hi Guys looking for feedback as I seem to have hit a problem, I need to be able to filter in all reporting according to Tags as there is no other way to breakdown important sales information. The current reporting abilities are extremely restricted to the point of useless without allowing the ability to further breakdown sales. At the moment tags is the only way to do this and you cannot filter it in reporting, cannot imagine why this is the case?
In order to make an informed decision as to the long term viability of this system within the business I need to know when this will be addressed. What solutions are there to date on this?


#2

Hi there,

Thanks for reaching out to us! I do have few follow-up questions, to advise you better:

  1. Could you elaborate more on why you are using Tags to filter your reports? For example are you using product tags or order tags to filter the sales order?

  2. Are you trying to run reports in Intelligence hub or Legacy sales report?

I would also request you to change your username to your Company name or actual name as in that way our team can directly reach out to you to help you further if needed.

Cheers,


#3

Samme issue in this thread:

and this thread

and this thread which, for some unknown reason, was made unavailable by TG
http://community.tradegecko.com/t/tags-has-to-be-sortable-and-reportable-intelligence-report/259?source_topic_id=911


#4

HI Anika

Thank you for your reply.

We are using Order tags as this is how the reports are giving better breakdown, I can break the sales down by date, sector, product, value and quantity. And eventually by company.

I would also like to be able to use the Tags on relationships but I cannot find a report where this is possible yet.

The reports I am using are in Legacy sales reports. I am finding that information comes out in a very restricted way in intelligence hub.

My user name cannot be changed as it is set up by IT, I will ask if there is another system we can use.

Fiona Treacy,

Customer Support

Kinvara Skincare, Kinvara, Co. Galway, Ireland

Office 091 637878 Mon-Fri 9am-1:30pm

www.kinvaraskincare.com http://www.kinvaraskincare.com/

www.facebook.com/KinvaraSkincare http://www.facebook.com/KinvaraSkincare

@KinvaraSkincare


#5

It would be nice to have the tags show up in the relationship CSV export so that we could use them in our BI efforts, which take place 99.99% outside of TradeGecko. For now we are just going to use the description field.

26


#6

Hi Brian, here’s an update. We are now in beta for relationship update. So you can export all your tags for each company. Also, tags in reporting is likely to be on our roadmap in the next quarter. It should be one of the first things we tackle in the new year.


#7

Glad to hear it! Thanks Lucas

…30 characters…


#8

Hi Lucas

Thank you for your feedback, can you give me a step by step guide on how to export information with Tags to a CSV file.

Thank you

Fiona Treacy,

Customer Support

Kinvara Skincare, Kinvara, Co. Galway, Ireland

Office 091 637878 Mon-Fri 9am-1:30pm

www.kinvaraskincare.com http://www.kinvaraskincare.com/

www.facebook.com/KinvaraSkincare http://www.facebook.com/KinvaraSkincare

@KinvaraSkincare