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:

1. Navigate to Reports > Vendor Tags from your Felix dashboard
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) Filter your results as required using the drop-down menus, then click the Apply Filters button
5. When you are ready to generate the report, click the Actions button in the top right corner
6. 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.