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A (or Tagged report) is a data visualization tool used primarily in customer service and marketing to track the volume and trends of specific conversation themes. By tagging interactions with relevant "Topics," businesses can identify the primary reasons customers reach out and uncover recurring pain points. Key Benefits of a Topics Report
: While you can tag records with "Topics" or "Tags," native Salesforce reports traditionally do not support reporting on these specific fields easily; custom junction objects or third-party apps are often recommended for robust reporting. Topic Networks. Topic Tagging of - Trailhead - Salesforce
: Monitor metrics like reply time per tag to see which issues take your team the longest to solve. Tagged
: Allows users to use tags as conditions in the report builder for flexible data filtering.
: Use "Detailed View" sections to compare the performance of different keyword tags or customer interest categories against each other or against competitors. A (or Tagged report) is a data visualization
: Provides a Tags report to monitor conversation types and training needs.
: Most advanced reports allow you to filter by multiple topics simultaneously (up to 40 in some platforms) and view data through topic hierarchies (main categories vs. sub-topics). Topic Networks
: In marketing, you can filter revenue and lead data by the page topic or tag the user first interacted with to see which content drives the most value. How to Use These Reports Effectively