Scenario: Configure report to show persons with same tag

To complete the steps in this scenario, you must have permissions to create and run reports. Ask your system administrator for details.

In this scenario, you create a new tag, assign it to two persons, and then create a report that shows information about the persons with this tag. Every new person to which you assign the tag is also included in the report.

This example scenario requires demo data to be installed in Sage CRM. Ask your system administrator for more information.

  1. Create a tag and add it to a person named Aaron Mines:

    1. Use the Search box in the top right corner to find and open a person named Aaron Mines.

    2. Beside Tags, select Add/remove tags (Add/remove tag).

    3. In the text box, type my-persons and select Create tag.

  2. Add my-persons tag to a person named Adam Young:

    1. Use the Search box to find and open a person named Adam Young.

    2. Beside Tags, select Add/remove tags (Add/remove tag).

    3. Click in the text box and select my-persons tag you created earlier.

  3. Create a report on the persons labeled with my-persons tag:

    1. From the main menu, select Reports | General.

    2. Select New and fill in the following fields. Keep the default values of all other fields.

      • Name. Enter Report on persons.

      • Source view. Select Person Summary.

  4. Add your tag to search criteria:

    1. Select Add Key Attribute Data.

    2. Under Select column, select Project.

    3. Under Select field, select Tag Name.

    4. Under Select entity, select Person.

    5. Select Add to Search Criteria.
      Make sure that Search criteria includes Person: Tag Name.
      Select Continue.

  5. Add person's last name to the report contents:

    1. Under Select column, select Person: Last name.

    2. Select Add to Report Contents.

    3. Select Continue.

  6. On the Search criteria for report step, select my-persons from the list.
    Select Continue, and then select Save.

  7. Run the report: 

    1. From the main menu, select Reports | General.

    2. Beside Report on persons, select the run icon (Run report icon), and then select Go.

As a result, the report lists two persons you labeled with my-persons tag. Any other persons to which you add this tag in the future are also added to the report.