Vendor tag report
A vendor tag 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 tag 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 tag report:
- Navigate to Reports > Vendor Tags from your Felix dashboard
- (Optional) Use the Quick Search field to search for a specific keyword
- (Optional) Click the Show Filters button to unfurl the filters menu
- (Optional) Filter your results as required using the drop-down menus, then click the Apply Filters button
- When you are ready to generate the report, click the Actions button in the top right corner
- Select Download CSV from the drop-down menu
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.