A vendor tags report allows you to view all the tags that have been assigned to your vendors. Felix gives you the ability to search and filter vendor tags to compile a report that has been customised to suit your needs.

Vendor tags reports can be customised to only include tags that have been assigned to vendors of a specific panel or status. You can also generate reports based on a specific tag or keyword.

Generate a vendor tag report

To generate a vendor tags report:

1. Navigate to Reports > Vendor Tags from the main menu.
2. (Optional) Use the Quick search field to search for a specific keyword.
3. (Optional) Click the Show Filters button to unfurl the filters menu.
4. (Optional) Update the dropdowns as required and click the Apply Filters button.
5. Click the Actions button at the top right corner.
6. Click Export to CSV.

 

NOTE: Your report will be generated as per the filters you have selected. You can generate a report of all assigned vendor tags by following the steps above without applying any filters.