Hello! I’m looking to run an ongoing report to see all of the clients who had had a specific tag applied within the past 15 days. I can’t seem to apply the filter of WHEN the tag was applied as a parameter. Am I missing something?
Try the report “tag applications’ under the marketing reports section.
If you are keeping the tags on the records, that should give you what you want.
Thank you!!! That’s exactly what I was looking for.