[Reporting] Reporting based on document tags
Will there be a reporting function for tags? I would like to be able to create visualized graphs regarding the types of documents people are creating. Or at least there can be a "tag" column added to the CSV report.
Masha Kisel
shared this idea
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Han-Chun Hsu commented
I considered this as a basic feature come along with the tagging feature - the capability to sort documents by tags in the reports. Or at least consider "tag" as an attribute in any "views" creation or folder creation.
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Anne McCullough commented
I second this posting. This would be a vital reporting function.
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Reached out to Drew on Monday, he will provide more details after meetings with the clients, will ping again this week
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Katelynn Recklein commented
A reporting function for tags would be critical for reviewing essential KPIs for document creation and building strategic direction based on that data. Right now there is no way to pull this information and the process is very manual. Would love to see this implemented.
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Brandon Harris commented
I want to be able to see tags on the CSV exports. Or, at the very least, export a list of documents that I have filtered by tag.
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AdminJohn Ankoviak (Admin, PandaDoc) commented
As we develop more CLM functionality, I think this will become a necessity as we try to enter that space
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Kamari Ross
commented
Add a option in reporting to see analytics for what tags are being used for in the reporting feature
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Angelica Lapat
commented
Ability to export reports on documents with tags associated with each document.
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Vallexa Admin commented
This is a very important KPI feature we would absolutely appreciate having within the PandaDoc platform.
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Christopher Ragland commented
For example -- the client sends multiple NDAs, NEAs, and other agreements. Can we have the ability to see how many times a document of a particular type was sent and closed?
