Enhanced Contact Tags Report

October 15, 2026 17:04

Enhanced Standard Reporting Availability

Enhanced Standard Reporting is now available as an optional feature for your system.

Want to opt in NOW? Submit a support ticket or contact your CSM to enable this feature and access faster processing, extended historical data, and improved reliability.

Customizing and Sharing This Report

Columns: Use the column selector to show, hide, or reorder columns to match your workflow.

Filters: Your filter selections are remembered between sessions — the report opens with your last-used settings automatically.

Sharing (INSIGHTS users): You can duplicate, rename, and share customized versions of this report with team members, and schedule automated delivery by email. System-level reports remain unchanged and available to all users.

Sharing (Standard users): You can duplicate this report and customize filters for personal use. To share a customized version with your team, duplicate the report, apply your preferred filters, and share it directly with individual users. System-level reports cannot be modified or set as a default for all users. See Enhanced Standard Reporting Overview for more detail.

The Contact Tags Report gives you a complete view of every company contact and the tags associated with them — including company details, contact information, and a dynamic set of columns showing exactly which tags apply to each contact. Use it to segment contacts by tag (such as anniversaries, accounts payable, or other custom-defined tags) for targeted outreach and data maintenance.

Enhanced Reports

Accessing the Report

Click on the Analyze tab
The Reports sub-tab will automatically be selected
In the Search Reports field, type CONTACT TAGS
Click on the Contact Tags report

Note: The report automatically loads with all filters set to include all available data.

Understanding This Report

What This Report Shows You

The Contact Tags Report displays one row per company contact, combining the contact’s personal and location details with the associated company’s record and location details, along with the contact’s source and every tag currently applied to that contact.

Why Use This Report

This report helps you answer questions such as:

Which contacts carry a specific tag (for example, an anniversary or accounts-payable tag)?
How many contacts are associated with a given company, status, or representative?
Which contacts are missing key details, such as an email address or phone number?
Which contact source(s) are producing the most tagged contacts?

Who Benefits From This Report

Sales and Account Management: Identify tagged contacts for renewal, anniversary, or follow-up campaigns, and verify contact details are current before outreach.

Marketing: Build segmented contact lists based on tags for targeted communications.

Data/Operations Teams: Audit contact and company records for completeness and accuracy across tagged segments.

Using Filters

Filters appear on the right side of your screen and let you narrow results to the contact segment most relevant to your analysis. All filters default to include all available data when you first open the report.

Available Filters

Filter Name	What It Does	When to Use It
Company	Filters contacts by their associated company	Use when you want to review contacts tied to one or more specific companies
Status	Filters contacts by their associated company’s status	Use to focus on contacts at companies with a specific status (e.g., Active, Prospect, Suspect, Dormant, Credit Risk)
Contact Representative	Filters contacts by the user(s) assigned as their representative	Use to review the contacts owned by a specific team member or group of representatives
City	Free-text filter on the contact’s city	Use when you need results for a specific city
State	Filters contacts by their state	Use to compare or isolate contacts within specific states

Applying Your Filter Selections

Click on the edit icon next to any filter name to expand it
Make your selections by checking boxes or choosing from dropdowns
Click Apply to update the report with your filtered view
Click Cancel to discard changes and return to the previous filter state

Reading the Data

Each row in the Contact Tags Report represents a single contact. Contact and company details appear first, followed by the contact’s source and a set of dynamic tag columns.

Field Descriptions

Field Name	Description
Contact Name	The contact’s full name
Contact Name Link	Hyperlink to the contact’s record
Contact ID	The unique identifier for the contact record
Contact Title	The contact’s job title
Contact Representative	The user(s) assigned as the contact’s representative; multiple representatives display separated by commas
Contact Email	The contact’s primary email address; if blank, pulls the contact’s secondary email
Contact Phone	The contact’s phone number; if the secondary phone is blank, pulls the primary phone
Contact City	The contact’s city
Contact State	The contact’s state
Contact Province	The contact’s province
Contact Zip	The contact’s ZIP/postal code
Company Name	The name of the company associated with the contact
Company Name Link	Hyperlink to the company’s record
Company ID	The unique identifier for the company record
Company Branch	The office associated with the company
Company Status	The company’s current status (e.g., Active, Prospect, Suspect, Dormant, Credit Risk)
Company Address 1	The company’s primary street address
Company Address 2	The company’s secondary address line
Company City	The company’s city
Company State	The company’s state
Company Province	The company’s province
Company Zip	The company’s ZIP/postal code
Contact Address 1	The contact’s primary street address
Contact Address 2	The contact’s secondary address line
Contact Source	The contact’s source(s), displayed in a comma-separated list
Tag Columns (Dynamic)	One column for each established contact tag (for example, Accounts Payable, Anniversary_2009, Anniversary_January). A value of “1” appears in the column when that tag is applied to the contact; the column set varies based on the tags configured in your system

Practical Applications

Use the Contact Tags Report to build tag-based contact segments for targeted campaigns — for example, pulling every contact with an anniversary tag for a given month, or every contact tagged Accounts Payable for a billing-related outreach. Because company and contact details are included alongside the tag columns, you can filter to a specific company, representative, or location and immediately see which tags apply without cross-referencing other records. This also makes the report useful for periodically auditing tag data for accuracy and completeness.

Exporting Your Data

Export your report data to share with stakeholders, perform additional analysis, or maintain records outside of Avionté.

Apply any filters you want reflected in your export
Click the three-dot menu icon (⋮) in the top right corner of the report area
Select your preferred format from the Download submenu:
- Image: Creates a visual snapshot of the report as currently displayed
- CSV File: Exports raw data compatible with Excel, Google Sheets, and database tools
- PDF File: Generates a formatted document suitable for printing or formal distribution

Note: Your export will include only the data visible based on your current filter selections. To export all contacts, ensure all filters are set to include all before downloading.

Additional Export Options

The three-dot menu also provides options to repeat rows (useful for printing), merge rows, and other display customizations. These settings affect how your report appears on screen and in exports.

Refreshing the Report

Avionté automatically refreshes report data every 5 minutes. To see the most current data immediately after changing filters or after records have been updated, you can manually refresh.

Refresh icon above the report filter panel

Locate the circular arrow icon above the filter panel on the right side of the screen.

Hover over the icon to see it expand and display the word “UPDATE.”
Click the icon to re-run the report based on your current filter selections.

The report will reload with the latest data from your database, reflecting any new records or updates since you last viewed it.