Extra fields can be added to Customer page reports using Google Sheets or a connected CRM.

If you do not have access to Google Sheets and do not wish to use a connected CRM for customer tags, contact support@scalexp.com for assistance with other options.

Note - in a consolidated company, customer tags must be created at parent level only.

Step 1 - Create input sheet

Where to find the Customer Tags page

Go to the Load Data tab, Connections, # Customer Tags, (see below)

Remember to do this at parent level for a consolidated company.

If you have a CRM connection, you will be asked to select Google Sheet or CRM for your data.

If you want to change the input source, use the Settings cog at the top right of the page to reconfigure the data source.

Option 1 - Select fields from your CRM

Use the CRM Configuration menu to select, modify, and update the fields chosen.

Go to Load Data, Connections, Configure (in CRM) and scroll down to find the Customer Tags mapping section. (see below).

Select the fields to use for your Customer Tags.

Option 2: Set up in Google Sheets

After selecting Google Sheets, you  will see this screen to create a template in Google Sheets.

Select “Copy Template” and then “Make a Copy”

Rename the file.  You may also wish to move it to a shared drive and/or share it with other users in your company.

Return to ScaleXP Customer Tags in your browser.

Click “Select Template.”

You will be asked to sign into your Google drive. 

Click to select the file (usually at the top left) and click “Select” button

Step 2 - Select your field names

Use the “Update Tag Labels” button to enter Tag labels.  You can change the names at any time using this button.

Step 3 - Update your data

The sheet will automatically populate with your full customer list, ready for you to add up to two custom fields.

Open the sheet by clicking the “Open Sheet” button at the right.

The column headings will automatically reflect the names you select in the “Configure Labels” setting on the Customer tags page.

Return to the ScaleXP tab in your browser.

Click Import to update the tag labels and data.

Step 4 - Report on your data 

Once created, your Customer Tags will automatically appear as sortable columns in your Customer page report.

You cam further refine your reports as follows.

Option 1 - Show Totals by Customer Tags

Use this option to quickly see splits by Customer Tag at the top of your Customer page reports.

On the Customers tab, use Configure Report, “Show Totals By”  to show totals by Customer Tag.

Option 2 - Filter by Customer Tag

Use this option to create reports by Customer Tag which can be used throughout the system.

On the Customers tab, use Configure Report, “Filters”, “Customer Tags” to filter by Customer Tag

Click on Filters to show the options for filtering, including by Customer Tag.

Related articles

How to create a new report on the Customers page; How to use Customer page reports throughout the system 

How to create a metric, report, or chart using Customer page reports