Filter & Report Using Case Tags

Now that you have your Case Tags in place, it's time to put them to use and gain valuable insights for your business.

Don't see this feature? Check your Roles & Permissions settings or contact your Passare Admin to get it turned on.

Managing Case Tags:

One size does not fit all. Circumstances change and vary from case to case. Use multiple Case Tags for a single case to keep track of everything that is going on.

To add one or more case tags to a case, go to the Case Information sidebar in a case. 

Choose the appropriate Case Tags from the drop-down menu. Make sure to Save!

 

Make sure to Save!

Filter Cases by Case Tags:

Do you use the same case tags often? Create a filter and save it to your case listing page.

Select Filter Cases from the Dashboard.

 

Then choose from the All Case Tags drop-down which tags you want to filter by.

 

To show this filter in a new tab, select Show In A New Tab.

To modify the filter of an existing tab, select Refresh This Tab. 

 

Select Save.

Then, type in the Tab Name and Save.

Reporting on Case Tags:

The biggest benefit of using Case Tags is reporting.

When running a User Report, use Case Tags to refine your search and gain deeper insights.

To create a new report, select System > Reports > User Reports > Add New Report. This will take you to the Report Builder.

 

You can also edit an existing report, by selecting the report you want to edit, which will take you directly to the Report Builder.

Sales Report

Once in the Report Builder, select the Case Tags you want to filter with. 

Case Tag in Report Builder

 

Once you've selected all your filter options you can Run the Report or schedule to run later.

 

See Run & Customize User Reports for more information.

Need More Information?:

 

Need Help? Email us at support@passare.com or call 1-800-692-5111!